VBIRX vs. FSHBX

In the year-to-date period, VBIRX achieves a 2.14% return, which is significantly higher than FSHBX's 1.88% return. Over the past 10 years, VBIRX has underperformed FSHBX with an annualized return of 1.69%, while FSHBX has yielded a comparatively higher 1.81% annualized return.

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VBIRX has a 0.07% expense ratio, which is lower than FSHBX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) and Fidelity Short-Term Bond Fund (FSHBX). 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 VBIRX Sharpe Ratio is 2.18, which is comparable to the FSHBX Sharpe Ratio of 2.63. The chart below compares the historical Sharpe Ratios of VBIRX and FSHBX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VBIRX's dividend yield for the trailing twelve months is around 3.54%, less than FSHBX's 4.14% yield.

The maximum VBIRX drawdown since its inception was -8.91%, which is greater than FSHBX's maximum drawdown of -6.54%. Use the drawdown chart below to compare losses from any high point for VBIRX and FSHBX. For additional features, visit the drawdowns tool.

Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) and Fidelity Short-Term Bond Fund (FSHBX) have volatilities of 0.75% and 0.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.