USIBX vs. VCPIX
Compare and contrast key facts about USAA Intermediate Term Bond Fund (USIBX) and Vanguard Core-Plus Bond Fund Investor Shares (VCPIX).
USIBX is managed by Victory Capital. It was launched on Aug 2, 1999. VCPIX is managed by Vanguard. It was launched on Oct 25, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USIBX or VCPIX.
Correlation
The correlation between USIBX and VCPIX is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
USIBX vs. VCPIX - Performance Comparison
Key characteristics
USIBX:
1.02
VCPIX:
1.19
USIBX:
1.48
VCPIX:
1.81
USIBX:
1.17
VCPIX:
1.21
USIBX:
0.43
VCPIX:
0.67
USIBX:
2.75
VCPIX:
3.49
USIBX:
1.90%
VCPIX:
1.72%
USIBX:
5.28%
VCPIX:
4.98%
USIBX:
-20.24%
VCPIX:
-17.33%
USIBX:
-6.59%
VCPIX:
-3.04%
Returns By Period
In the year-to-date period, USIBX achieves a 1.70% return, which is significantly lower than VCPIX's 2.34% return.
USIBX
1.70%
0.22%
1.12%
5.34%
0.37%
1.94%
VCPIX
2.34%
0.87%
1.47%
5.87%
N/A
N/A
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USIBX vs. VCPIX - Expense Ratio Comparison
USIBX has a 0.63% expense ratio, which is higher than VCPIX's 0.30% expense ratio.
Risk-Adjusted Performance
USIBX vs. VCPIX — Risk-Adjusted Performance Rank
USIBX
VCPIX
USIBX vs. VCPIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Intermediate Term Bond Fund (USIBX) and Vanguard Core-Plus Bond Fund Investor Shares (VCPIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
USIBX vs. VCPIX - Dividend Comparison
USIBX's dividend yield for the trailing twelve months is around 4.12%, less than VCPIX's 4.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USIBX USAA Intermediate Term Bond Fund | 4.12% | 4.49% | 4.09% | 3.19% | 2.32% | 3.01% | 3.58% | 3.68% | 3.45% | 3.86% | 4.23% | 4.11% |
VCPIX Vanguard Core-Plus Bond Fund Investor Shares | 4.79% | 4.71% | 4.48% | 3.16% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
USIBX vs. VCPIX - Drawdown Comparison
The maximum USIBX drawdown since its inception was -20.24%, which is greater than VCPIX's maximum drawdown of -17.33%. Use the drawdown chart below to compare losses from any high point for USIBX and VCPIX. For additional features, visit the drawdowns tool.
Volatility
USIBX vs. VCPIX - Volatility Comparison
The current volatility for USAA Intermediate Term Bond Fund (USIBX) is 1.50%, while Vanguard Core-Plus Bond Fund Investor Shares (VCPIX) has a volatility of 1.69%. This indicates that USIBX experiences smaller price fluctuations and is considered to be less risky than VCPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.