VFIDX vs. FCBYX
Compare and contrast key facts about Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) and Nuveen Strategic Income Fund (FCBYX).
VFIDX is managed by Vanguard. It was launched on Feb 12, 2001. FCBYX is managed by Nuveen. It was launched on Jan 31, 2000.
Performance
VFIDX vs. FCBYX - Performance Comparison
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VFIDX vs. FCBYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | -0.98% | 9.67% | 3.29% | 8.63% | -13.77% | -1.51% | 10.44% | 10.50% | -0.44% | 4.28% |
FCBYX Nuveen Strategic Income Fund | -0.09% | 8.55% | 6.86% | 9.14% | -10.36% | 1.47% | 8.45% | 13.18% | -3.07% | 5.54% |
Returns By Period
In the year-to-date period, VFIDX achieves a -0.98% return, which is significantly lower than FCBYX's -0.09% return. Over the past 10 years, VFIDX has underperformed FCBYX with an annualized return of 2.79%, while FCBYX has yielded a comparatively higher 4.48% annualized return.
VFIDX
- 1D
- 0.46%
- 1M
- -2.01%
- YTD
- -0.98%
- 6M
- 0.04%
- 1Y
- 5.43%
- 3Y*
- 5.48%
- 5Y*
- 1.40%
- 10Y*
- 2.79%
FCBYX
- 1D
- 0.58%
- 1M
- -1.22%
- YTD
- -0.09%
- 6M
- 1.25%
- 1Y
- 5.89%
- 3Y*
- 7.09%
- 5Y*
- 3.03%
- 10Y*
- 4.48%
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VFIDX vs. FCBYX - Expense Ratio Comparison
VFIDX has a 0.10% expense ratio, which is lower than FCBYX's 0.59% expense ratio.
Return for Risk
VFIDX vs. FCBYX — Risk / Return Rank
VFIDX
FCBYX
VFIDX vs. FCBYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) and Nuveen Strategic Income Fund (FCBYX). 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.
| VFIDX | FCBYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.97 | -0.75 |
Sortino ratioReturn per unit of downside risk | 1.75 | 3.10 | -1.36 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.43 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 2.85 | -0.98 |
Martin ratioReturn relative to average drawdown | 6.68 | 10.24 | -3.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VFIDX | FCBYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.97 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.74 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 1.07 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 1.07 | -0.20 |
Correlation
The correlation between VFIDX and FCBYX is 0.73, 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
VFIDX vs. FCBYX - Dividend Comparison
VFIDX's dividend yield for the trailing twelve months is around 4.64%, less than FCBYX's 6.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.64% | 4.91% | 4.65% | 3.90% | 3.20% | 3.61% | 5.80% | 3.13% | 3.32% | 3.06% | 3.94% | 3.64% |
FCBYX Nuveen Strategic Income Fund | 6.07% | 6.22% | 6.44% | 5.59% | 4.71% | 3.08% | 3.58% | 3.69% | 3.91% | 4.92% | 5.28% | 5.53% |
Drawdowns
VFIDX vs. FCBYX - Drawdown Comparison
The maximum VFIDX drawdown since its inception was -20.14%, smaller than the maximum FCBYX drawdown of -24.49%. Use the drawdown chart below to compare losses from any high point for VFIDX and FCBYX.
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Drawdown Indicators
| VFIDX | FCBYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.14% | -24.49% | +4.35% |
Max Drawdown (1Y)Largest decline over 1 year | -3.34% | -2.39% | -0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -20.14% | -15.74% | -4.40% |
Max Drawdown (10Y)Largest decline over 10 years | -20.14% | -15.93% | -4.21% |
Current DrawdownCurrent decline from peak | -2.45% | -1.62% | -0.83% |
Average DrawdownAverage peak-to-trough decline | -2.61% | -2.41% | -0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 0.68% | +0.25% |
Volatility
VFIDX vs. FCBYX - Volatility Comparison
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) has a higher volatility of 1.77% compared to Nuveen Strategic Income Fund (FCBYX) at 1.08%. This indicates that VFIDX's price experiences larger fluctuations and is considered to be riskier than FCBYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VFIDX | FCBYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.77% | 1.08% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 2.70% | 1.88% | +0.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.71% | 3.17% | +1.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.35% | 4.10% | +2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.17% | 4.21% | +0.96% |