VASIX vs. VTIVX

In the year-to-date period, VASIX achieves a 2.04% return, which is significantly lower than VTIVX's 4.04% return. Over the past 10 years, VASIX has underperformed VTIVX with an annualized return of 3.20%, while VTIVX has yielded a comparatively higher 8.21% annualized return.

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VASIX has a 0.11% expense ratio, which is higher than VTIVX's 0.08% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Income Fund (VASIX) and Vanguard Target Retirement 2045 Fund (VTIVX). 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.

The current VASIX Sharpe Ratio is 1.23, which is higher than the VTIVX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of VASIX and VTIVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VASIX's dividend yield for the trailing twelve months is around 3.71%, more than VTIVX's 2.22% yield.

The maximum VASIX drawdown since its inception was -18.17%, smaller than the maximum VTIVX drawdown of -51.69%. Use the drawdown chart below to compare losses from any high point for VASIX and VTIVX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard LifeStrategy Income Fund (VASIX) is 1.22%, while Vanguard Target Retirement 2045 Fund (VTIVX) has a volatility of 2.98%. This indicates that VASIX experiences smaller price fluctuations and is considered to be less risky than VTIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.