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VCIT vs. PTIAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VCIT vs. PTIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) and Performance Trust Strategic Bond Fund (PTIAX). The values are adjusted to include any dividend payments, if applicable.

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VCIT vs. PTIAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
-0.31%9.34%3.20%8.98%-13.98%-1.77%9.46%14.10%-1.74%5.31%
PTIAX
Performance Trust Strategic Bond Fund
0.03%6.92%3.52%7.48%-12.84%1.15%5.73%7.36%2.01%7.08%

Returns By Period

In the year-to-date period, VCIT achieves a -0.31% return, which is significantly lower than PTIAX's 0.03% return. Both investments have delivered pretty close results over the past 10 years, with VCIT having a 3.08% annualized return and PTIAX not far behind at 2.97%.


VCIT

1D
0.14%
1M
-1.52%
YTD
-0.31%
6M
0.49%
1Y
5.98%
3Y*
5.60%
5Y*
1.45%
10Y*
3.08%

PTIAX

1D
0.20%
1M
-1.71%
YTD
0.03%
6M
0.81%
1Y
4.11%
3Y*
4.94%
5Y*
1.16%
10Y*
2.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VCIT vs. PTIAX - Expense Ratio Comparison

VCIT has a 0.04% expense ratio, which is lower than PTIAX's 0.76% expense ratio.


Return for Risk

VCIT vs. PTIAX — Risk / Return Rank

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

VCIT
VCIT Risk / Return Rank: 6868
Overall Rank
VCIT Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
VCIT Sortino Ratio Rank: 6666
Sortino Ratio Rank
VCIT Omega Ratio Rank: 6060
Omega Ratio Rank
VCIT Calmar Ratio Rank: 7676
Calmar Ratio Rank
VCIT Martin Ratio Rank: 6969
Martin Ratio Rank

PTIAX
PTIAX Risk / Return Rank: 4848
Overall Rank
PTIAX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
PTIAX Sortino Ratio Rank: 5050
Sortino Ratio Rank
PTIAX Omega Ratio Rank: 3636
Omega Ratio Rank
PTIAX Calmar Ratio Rank: 6363
Calmar Ratio Rank
PTIAX Martin Ratio Rank: 4141
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.

VCIT vs. PTIAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Corporate Bond ETF (VCIT) and Performance Trust Strategic Bond Fund (PTIAX). 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.


VCITPTIAXDifference

Sharpe ratio

Return per unit of total volatility

1.24

1.02

+0.22

Sortino ratio

Return per unit of downside risk

1.73

1.47

+0.26

Omega ratio

Gain probability vs. loss probability

1.23

1.18

+0.05

Calmar ratio

Return relative to maximum drawdown

2.08

1.53

+0.56

Martin ratio

Return relative to average drawdown

7.27

4.39

+2.88

VCIT vs. PTIAX - Sharpe Ratio Comparison

The current VCIT Sharpe Ratio is 1.24, which is comparable to the PTIAX Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of VCIT and PTIAX, 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


VCITPTIAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.24

1.02

+0.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

0.24

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.74

-0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

1.22

-0.47

Correlation

The correlation between VCIT and PTIAX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

VCIT vs. PTIAX - Dividend Comparison

VCIT's dividend yield for the trailing twelve months is around 4.76%, more than PTIAX's 4.70% yield.


TTM20252024202320222021202020192018201720162015
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
4.76%4.62%4.43%3.72%3.03%2.87%2.78%3.37%3.61%3.21%3.29%3.34%
PTIAX
Performance Trust Strategic Bond Fund
4.70%4.68%4.44%4.03%3.96%3.01%3.86%4.11%4.47%5.51%5.49%4.87%

Drawdowns

VCIT vs. PTIAX - Drawdown Comparison

The maximum VCIT drawdown since its inception was -20.56%, which is greater than PTIAX's maximum drawdown of -16.90%. Use the drawdown chart below to compare losses from any high point for VCIT and PTIAX.


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Drawdown Indicators


VCITPTIAXDifference

Max Drawdown

Largest peak-to-trough decline

-20.56%

-16.90%

-3.66%

Max Drawdown (1Y)

Largest decline over 1 year

-2.99%

-3.11%

+0.12%

Max Drawdown (5Y)

Largest decline over 5 years

-20.56%

-16.90%

-3.66%

Max Drawdown (10Y)

Largest decline over 10 years

-20.56%

-16.90%

-3.66%

Current Drawdown

Current decline from peak

-1.84%

-2.19%

+0.35%

Average Drawdown

Average peak-to-trough decline

-3.18%

-2.44%

-0.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.86%

1.08%

-0.22%

Volatility

VCIT vs. PTIAX - Volatility Comparison

Vanguard Intermediate-Term Corporate Bond ETF (VCIT) has a higher volatility of 2.08% compared to Performance Trust Strategic Bond Fund (PTIAX) at 1.58%. This indicates that VCIT's price experiences larger fluctuations and is considered to be riskier than PTIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VCITPTIAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.08%

1.58%

+0.50%

Volatility (6M)

Calculated over the trailing 6-month period

2.84%

2.68%

+0.16%

Volatility (1Y)

Calculated over the trailing 1-year period

4.85%

4.51%

+0.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.60%

4.93%

+1.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.27%

4.01%

+2.26%