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VEGBX vs. VMBSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VEGBX vs. VMBSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX) and Vanguard Mortgage-Backed Securities Index Fund Admiral Shares (VMBSX). The values are adjusted to include any dividend payments, if applicable.

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VEGBX vs. VMBSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VEGBX
Vanguard Emerging Markets Bond Fund Admiral Shares
-1.39%14.46%7.60%13.81%-13.02%-1.44%15.18%17.87%-0.66%11.65%
VMBSX
Vanguard Mortgage-Backed Securities Index Fund Admiral Shares
0.42%8.43%1.76%4.99%-11.56%-1.35%3.74%11.47%0.87%2.43%

Returns By Period

In the year-to-date period, VEGBX achieves a -1.39% return, which is significantly lower than VMBSX's 0.42% return.


VEGBX

1D
0.45%
1M
-2.92%
YTD
-1.39%
6M
1.96%
1Y
9.61%
3Y*
10.46%
5Y*
4.25%
10Y*

VMBSX

1D
0.21%
1M
-1.16%
YTD
0.42%
6M
1.79%
1Y
5.36%
3Y*
4.32%
5Y*
0.48%
10Y*
1.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VEGBX vs. VMBSX - Expense Ratio Comparison

VEGBX has a 0.40% expense ratio, which is higher than VMBSX's 0.07% expense ratio.


Return for Risk

VEGBX vs. VMBSX — Risk / Return Rank

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

VEGBX
VEGBX Risk / Return Rank: 9191
Overall Rank
VEGBX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
VEGBX Sortino Ratio Rank: 9393
Sortino Ratio Rank
VEGBX Omega Ratio Rank: 9090
Omega Ratio Rank
VEGBX Calmar Ratio Rank: 8888
Calmar Ratio Rank
VEGBX Martin Ratio Rank: 9191
Martin Ratio Rank

VMBSX
VMBSX Risk / Return Rank: 6969
Overall Rank
VMBSX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
VMBSX Sortino Ratio Rank: 7171
Sortino Ratio Rank
VMBSX Omega Ratio Rank: 5757
Omega Ratio Rank
VMBSX Calmar Ratio Rank: 8585
Calmar Ratio Rank
VMBSX Martin Ratio Rank: 6262
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.

VEGBX vs. VMBSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX) and Vanguard Mortgage-Backed Securities Index Fund Admiral Shares (VMBSX). 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.


VEGBXVMBSXDifference

Sharpe ratio

Return per unit of total volatility

2.03

1.31

+0.72

Sortino ratio

Return per unit of downside risk

2.91

1.88

+1.03

Omega ratio

Gain probability vs. loss probability

1.42

1.24

+0.18

Calmar ratio

Return relative to maximum drawdown

2.40

2.26

+0.14

Martin ratio

Return relative to average drawdown

10.58

6.37

+4.21

VEGBX vs. VMBSX - Sharpe Ratio Comparison

The current VEGBX Sharpe Ratio is 2.03, which is higher than the VMBSX Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of VEGBX and VMBSX, 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


VEGBXVMBSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.03

1.31

+0.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

0.08

+0.61

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

1.03

0.59

+0.44

Correlation

The correlation between VEGBX and VMBSX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

VEGBX vs. VMBSX - Dividend Comparison

VEGBX's dividend yield for the trailing twelve months is around 5.80%, more than VMBSX's 3.86% yield.


TTM20252024202320222021202020192018201720162015
VEGBX
Vanguard Emerging Markets Bond Fund Admiral Shares
5.80%6.34%7.02%7.20%5.61%5.14%4.62%6.42%5.00%0.39%0.00%0.00%
VMBSX
Vanguard Mortgage-Backed Securities Index Fund Admiral Shares
3.86%4.18%4.24%3.28%2.31%0.99%2.00%7.48%2.72%2.16%1.98%2.01%

Drawdowns

VEGBX vs. VMBSX - Drawdown Comparison

The maximum VEGBX drawdown since its inception was -24.27%, which is greater than VMBSX's maximum drawdown of -17.44%. Use the drawdown chart below to compare losses from any high point for VEGBX and VMBSX.


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Drawdown Indicators


VEGBXVMBSXDifference

Max Drawdown

Largest peak-to-trough decline

-24.27%

-17.44%

-6.83%

Max Drawdown (1Y)

Largest decline over 1 year

-4.13%

-2.59%

-1.54%

Max Drawdown (5Y)

Largest decline over 5 years

-24.27%

-17.12%

-7.15%

Max Drawdown (10Y)

Largest decline over 10 years

-17.44%

Current Drawdown

Current decline from peak

-3.35%

-1.60%

-1.75%

Average Drawdown

Average peak-to-trough decline

-3.90%

-2.49%

-1.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.95%

0.92%

+0.03%

Volatility

VEGBX vs. VMBSX - Volatility Comparison

Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX) has a higher volatility of 2.10% compared to Vanguard Mortgage-Backed Securities Index Fund Admiral Shares (VMBSX) at 1.66%. This indicates that VEGBX's price experiences larger fluctuations and is considered to be riskier than VMBSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VEGBXVMBSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.10%

1.66%

+0.44%

Volatility (6M)

Calculated over the trailing 6-month period

2.87%

2.50%

+0.37%

Volatility (1Y)

Calculated over the trailing 1-year period

4.98%

4.32%

+0.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.27%

6.36%

-0.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.37%

4.83%

+1.54%