VASIX vs. VBTLX
Compare and contrast key facts about Vanguard LifeStrategy Income Fund (VASIX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
VASIX is managed by Vanguard. It was launched on Sep 30, 1994. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VASIX or VBTLX.
Key characteristics
| VASIX | VBTLX | |
|---|---|---|
| YTD Return | 5.63% | 2.22% |
| 1Y Return | 13.02% | 8.98% |
| 3Y Return (Ann) | -0.43% | -2.42% |
| 5Y Return (Ann) | 2.33% | -0.02% |
| 10Y Return (Ann) | 3.35% | 1.46% |
| Sharpe Ratio | 2.37 | 1.38 |
| Sortino Ratio | 3.61 | 2.04 |
| Omega Ratio | 1.44 | 1.25 |
| Calmar Ratio | 0.97 | 0.50 |
| Martin Ratio | 13.06 | 4.90 |
| Ulcer Index | 0.94% | 1.64% |
| Daily Std Dev | 5.15% | 5.82% |
| Max Drawdown | -18.17% | -19.05% |
| Current Drawdown | -1.27% | -8.51% |
Correlation
The correlation between VASIX and VBTLX is 0.38, 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
VASIX vs. VBTLX - Performance Comparison
In the year-to-date period, VASIX achieves a 5.63% return, which is significantly higher than VBTLX's 2.22% return. Over the past 10 years, VASIX has outperformed VBTLX with an annualized return of 3.35%, while VBTLX has yielded a comparatively lower 1.46% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VASIX vs. VBTLX - Expense Ratio Comparison
VASIX has a 0.11% expense ratio, which is higher than VBTLX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VASIX vs. VBTLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Income Fund (VASIX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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
VASIX vs. VBTLX - Dividend Comparison
VASIX's dividend yield for the trailing twelve months is around 3.52%, less than VBTLX's 3.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASIX Vanguard LifeStrategy Income Fund | 3.52% | 3.18% | 2.03% | 2.08% | 1.72% | 2.71% | 2.78% | 2.28% | 2.20% | 2.17% | 2.08% | 1.99% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.58% | 3.11% | 2.51% | 1.90% | 2.23% | 2.74% | 2.78% | 2.51% | 2.49% | 2.48% | 2.55% | 2.56% |
Drawdowns
VASIX vs. VBTLX - Drawdown Comparison
The maximum VASIX drawdown since its inception was -18.17%, roughly equal to the maximum VBTLX drawdown of -19.05%. Use the drawdown chart below to compare losses from any high point for VASIX and VBTLX. For additional features, visit the drawdowns tool.
Volatility
VASIX vs. VBTLX - Volatility Comparison
The current volatility for Vanguard LifeStrategy Income Fund (VASIX) is 1.28%, while Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) has a volatility of 1.66%. This indicates that VASIX experiences smaller price fluctuations and is considered to be less risky than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.