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VBIMX vs. VIGIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VBIMX and VIGIX is -0.23. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.0
Correlation: -0.2

Performance

VBIMX vs. VIGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). The values are adjusted to include any dividend payments, if applicable.

0.00%200.00%400.00%600.00%800.00%NovemberDecember2025FebruaryMarchApril
91.00%
743.44%
VBIMX
VIGIX

Key characteristics

Sharpe Ratio

VBIMX:

1.45

VIGIX:

0.57

Sortino Ratio

VBIMX:

2.19

VIGIX:

0.95

Omega Ratio

VBIMX:

1.26

VIGIX:

1.13

Calmar Ratio

VBIMX:

0.53

VIGIX:

0.62

Martin Ratio

VBIMX:

3.66

VIGIX:

2.24

Ulcer Index

VBIMX:

2.19%

VIGIX:

6.42%

Daily Std Dev

VBIMX:

5.55%

VIGIX:

25.34%

Max Drawdown

VBIMX:

-20.62%

VIGIX:

-57.17%

Current Drawdown

VBIMX:

-7.87%

VIGIX:

-11.79%

Returns By Period

In the year-to-date period, VBIMX achieves a 3.09% return, which is significantly higher than VIGIX's -8.09% return. Over the past 10 years, VBIMX has underperformed VIGIX with an annualized return of 1.60%, while VIGIX has yielded a comparatively higher 14.30% annualized return.


VBIMX

YTD

3.09%

1M

1.02%

6M

2.30%

1Y

8.34%

5Y*

-0.72%

10Y*

1.60%

VIGIX

YTD

-8.09%

1M

-1.02%

6M

-3.80%

1Y

12.89%

5Y*

17.04%

10Y*

14.30%

*Annualized

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VBIMX vs. VIGIX - Expense Ratio Comparison

VBIMX has a 0.05% expense ratio, which is higher than VIGIX's 0.04% 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%.


Expense ratio chart for VBIMX: current value is 0.05%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VBIMX: 0.05%
Expense ratio chart for VIGIX: current value is 0.04%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VIGIX: 0.04%

Risk-Adjusted Performance

VBIMX vs. VIGIX — Risk-Adjusted Performance Rank

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

VBIMX
The Risk-Adjusted Performance Rank of VBIMX is 8080
Overall Rank
The Sharpe Ratio Rank of VBIMX is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of VBIMX is 8787
Sortino Ratio Rank
The Omega Ratio Rank of VBIMX is 8484
Omega Ratio Rank
The Calmar Ratio Rank of VBIMX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of VBIMX is 7878
Martin Ratio Rank

VIGIX
The Risk-Adjusted Performance Rank of VIGIX is 6565
Overall Rank
The Sharpe Ratio Rank of VIGIX is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGIX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of VIGIX is 6565
Omega Ratio Rank
The Calmar Ratio Rank of VIGIX is 7373
Calmar Ratio Rank
The Martin Ratio Rank of VIGIX is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VBIMX vs. VIGIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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 chart of Sharpe ratio for VBIMX, currently valued at 1.45, compared to the broader market-1.000.001.002.003.00
VBIMX: 1.45
VIGIX: 0.57
The chart of Sortino ratio for VBIMX, currently valued at 2.19, compared to the broader market-2.000.002.004.006.008.00
VBIMX: 2.19
VIGIX: 0.95
The chart of Omega ratio for VBIMX, currently valued at 1.26, compared to the broader market0.501.001.502.002.503.00
VBIMX: 1.26
VIGIX: 1.13
The chart of Calmar ratio for VBIMX, currently valued at 0.53, compared to the broader market0.002.004.006.008.0010.00
VBIMX: 0.53
VIGIX: 0.62
The chart of Martin ratio for VBIMX, currently valued at 3.66, compared to the broader market0.0010.0020.0030.0040.0050.00
VBIMX: 3.66
VIGIX: 2.24

The current VBIMX Sharpe Ratio is 1.45, which is higher than the VIGIX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of VBIMX and VIGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
1.45
0.57
VBIMX
VIGIX

Dividends

VBIMX vs. VIGIX - Dividend Comparison

VBIMX's dividend yield for the trailing twelve months is around 3.83%, more than VIGIX's 0.52% yield.


TTM20242023202220212020201920182017201620152014
VBIMX
Vanguard Intermediate-Term Bond Index Fund Institutional Shares
3.83%3.81%3.10%2.37%1.95%2.26%2.75%2.89%2.68%2.68%2.79%2.91%
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.52%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%1.22%

Drawdowns

VBIMX vs. VIGIX - Drawdown Comparison

The maximum VBIMX drawdown since its inception was -20.62%, smaller than the maximum VIGIX drawdown of -57.17%. Use the drawdown chart below to compare losses from any high point for VBIMX and VIGIX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-7.87%
-11.79%
VBIMX
VIGIX

Volatility

VBIMX vs. VIGIX - Volatility Comparison

The current volatility for Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) is 2.21%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 17.11%. This indicates that VBIMX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
2.21%
17.11%
VBIMX
VIGIX