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USSBX vs. BND
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

USSBX vs. BND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USAA Short Term Bond Fund (USSBX) and Vanguard Total Bond Market ETF (BND). The values are adjusted to include any dividend payments, if applicable.

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USSBX vs. BND - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USSBX
USAA Short Term Bond Fund
0.09%5.79%6.21%5.99%-2.95%1.08%4.75%5.00%1.24%2.30%
BND
Vanguard Total Bond Market ETF
0.09%7.08%1.38%5.65%-13.11%-1.86%7.71%8.84%-0.12%3.57%

Returns By Period

As of year-to-date, both investments have demonstrated similar returns, with USSBX at 0.09% and BND at 0.09%. Over the past 10 years, USSBX has outperformed BND with an annualized return of 3.09%, while BND has yielded a comparatively lower 1.68% annualized return.


USSBX

1D
0.11%
1M
-0.76%
YTD
0.09%
6M
1.14%
1Y
4.16%
3Y*
5.67%
5Y*
3.10%
10Y*
3.09%

BND

1D
0.04%
1M
-1.30%
YTD
0.09%
6M
0.74%
1Y
3.96%
3Y*
3.60%
5Y*
0.25%
10Y*
1.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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USSBX vs. BND - Expense Ratio Comparison

USSBX has a 0.54% expense ratio, which is higher than BND's 0.03% expense ratio.


Return for Risk

USSBX vs. BND — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USSBX
USSBX Risk / Return Rank: 9696
Overall Rank
USSBX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
USSBX Sortino Ratio Rank: 9797
Sortino Ratio Rank
USSBX Omega Ratio Rank: 9696
Omega Ratio Rank
USSBX Calmar Ratio Rank: 9797
Calmar Ratio Rank
USSBX Martin Ratio Rank: 9797
Martin Ratio Rank

BND
BND Risk / Return Rank: 5050
Overall Rank
BND Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
BND Sortino Ratio Rank: 4646
Sortino Ratio Rank
BND Omega Ratio Rank: 3939
Omega Ratio Rank
BND Calmar Ratio Rank: 6767
Calmar Ratio Rank
BND Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

USSBX vs. BND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USAA Short Term Bond Fund (USSBX) and Vanguard Total Bond Market ETF (BND). 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.


USSBXBNDDifference

Sharpe ratio

Return per unit of total volatility

2.19

0.93

+1.26

Sortino ratio

Return per unit of downside risk

3.87

1.32

+2.55

Omega ratio

Gain probability vs. loss probability

1.60

1.16

+0.44

Calmar ratio

Return relative to maximum drawdown

4.17

1.75

+2.42

Martin ratio

Return relative to average drawdown

15.95

4.78

+11.17

USSBX vs. BND - Sharpe Ratio Comparison

The current USSBX Sharpe Ratio is 2.19, which is higher than the BND Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of USSBX and BND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


USSBXBNDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.19

0.93

+1.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.60

0.04

+1.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.75

0.30

+1.44

Sharpe Ratio (All Time)

Calculated using the full available price history

1.69

0.59

+1.10

Correlation

The correlation between USSBX and BND is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

USSBX vs. BND - Dividend Comparison

USSBX's dividend yield for the trailing twelve months is around 4.19%, more than BND's 3.93% yield.


TTM20252024202320222021202020192018201720162015
USSBX
USAA Short Term Bond Fund
4.19%4.51%4.32%3.37%2.38%2.72%3.41%2.79%2.44%1.94%1.86%1.69%
BND
Vanguard Total Bond Market ETF
3.93%3.86%3.67%3.09%2.60%2.12%2.38%2.72%2.81%2.54%2.51%2.57%

Drawdowns

USSBX vs. BND - Drawdown Comparison

The maximum USSBX drawdown since its inception was -6.87%, smaller than the maximum BND drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for USSBX and BND.


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Drawdown Indicators


USSBXBNDDifference

Max Drawdown

Largest peak-to-trough decline

-6.87%

-18.58%

+11.71%

Max Drawdown (1Y)

Largest decline over 1 year

-1.09%

-2.44%

+1.35%

Max Drawdown (5Y)

Largest decline over 5 years

-5.11%

-17.91%

+12.80%

Max Drawdown (10Y)

Largest decline over 10 years

-5.57%

-18.58%

+13.01%

Current Drawdown

Current decline from peak

-0.87%

-2.54%

+1.67%

Average Drawdown

Average peak-to-trough decline

-0.63%

-3.07%

+2.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.28%

0.90%

-0.62%

Volatility

USSBX vs. BND - Volatility Comparison

The current volatility for USAA Short Term Bond Fund (USSBX) is 0.53%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.63%. This indicates that USSBX experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USSBXBNDDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.53%

1.63%

-1.10%

Volatility (6M)

Calculated over the trailing 6-month period

1.23%

2.52%

-1.29%

Volatility (1Y)

Calculated over the trailing 1-year period

1.94%

4.30%

-2.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.95%

6.00%

-4.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.77%

5.52%

-3.75%