VFSTX vs. OSTIX
Compare and contrast key facts about Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) and Osterweis Strategic Income Fund (OSTIX).
VFSTX is managed by Vanguard. It was launched on Oct 29, 1982. OSTIX is managed by Osterweis. It was launched on Aug 30, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFSTX or OSTIX.
Correlation
The correlation between VFSTX and OSTIX is -0.13. 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.
Performance
VFSTX vs. OSTIX - Performance Comparison
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Key characteristics
VFSTX:
2.27
OSTIX:
3.33
VFSTX:
3.85
OSTIX:
4.78
VFSTX:
1.49
OSTIX:
1.99
VFSTX:
4.61
OSTIX:
3.00
VFSTX:
12.17
OSTIX:
16.25
VFSTX:
0.54%
OSTIX:
0.43%
VFSTX:
2.80%
OSTIX:
2.05%
VFSTX:
-9.68%
OSTIX:
-11.57%
VFSTX:
-0.48%
OSTIX:
0.00%
Returns By Period
In the year-to-date period, VFSTX achieves a 2.17% return, which is significantly higher than OSTIX's 1.80% return. Over the past 10 years, VFSTX has underperformed OSTIX with an annualized return of 2.25%, while OSTIX has yielded a comparatively higher 4.66% annualized return.
VFSTX
2.17%
0.57%
2.89%
6.42%
2.03%
2.25%
OSTIX
1.80%
2.05%
2.74%
6.78%
7.21%
4.66%
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VFSTX vs. OSTIX - Expense Ratio Comparison
VFSTX has a 0.20% expense ratio, which is lower than OSTIX's 0.84% expense ratio.
Risk-Adjusted Performance
VFSTX vs. OSTIX — Risk-Adjusted Performance Rank
VFSTX
OSTIX
VFSTX vs. OSTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) and Osterweis Strategic Income Fund (OSTIX). 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.
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Dividends
VFSTX vs. OSTIX - Dividend Comparison
VFSTX's dividend yield for the trailing twelve months is around 4.25%, less than OSTIX's 5.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSTX Vanguard Short-Term Investment-Grade Fund Investor Shares | 4.25% | 4.05% | 3.04% | 1.93% | 1.62% | 2.24% | 2.81% | 2.67% | 1.99% | 1.97% | 1.98% | 1.89% |
OSTIX Osterweis Strategic Income Fund | 5.93% | 5.25% | 5.71% | 4.71% | 4.03% | 3.85% | 4.74% | 4.66% | 4.58% | 5.24% | 5.98% | 5.15% |
Drawdowns
VFSTX vs. OSTIX - Drawdown Comparison
The maximum VFSTX drawdown since its inception was -9.68%, smaller than the maximum OSTIX drawdown of -11.57%. Use the drawdown chart below to compare losses from any high point for VFSTX and OSTIX. For additional features, visit the drawdowns tool.
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Volatility
VFSTX vs. OSTIX - Volatility Comparison
Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) has a higher volatility of 0.88% compared to Osterweis Strategic Income Fund (OSTIX) at 0.74%. This indicates that VFSTX's price experiences larger fluctuations and is considered to be riskier than OSTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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