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.
Key characteristics
| VFSTX | OSTIX | |
|---|---|---|
| YTD Return | 4.54% | 7.23% |
| 1Y Return | 8.22% | 11.79% |
| 3Y Return (Ann) | 1.19% | 4.24% |
| 5Y Return (Ann) | 1.86% | 5.62% |
| 10Y Return (Ann) | 2.07% | 4.57% |
| Sharpe Ratio | 2.75 | 6.44 |
| Sortino Ratio | 4.49 | 14.48 |
| Omega Ratio | 1.58 | 3.63 |
| Calmar Ratio | 1.64 | 18.63 |
| Martin Ratio | 16.71 | 84.30 |
| Ulcer Index | 0.47% | 0.14% |
| Daily Std Dev | 2.87% | 1.83% |
| Max Drawdown | -9.68% | -10.06% |
| Current Drawdown | -0.89% | 0.00% |
Correlation
The correlation between VFSTX and OSTIX is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VFSTX vs. OSTIX - Performance Comparison
In the year-to-date period, VFSTX achieves a 4.54% return, which is significantly lower than OSTIX's 7.23% return. Over the past 10 years, VFSTX has underperformed OSTIX with an annualized return of 2.07%, while OSTIX has yielded a comparatively higher 4.57% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Dividends
VFSTX vs. OSTIX - Dividend Comparison
VFSTX's dividend yield for the trailing twelve months is around 3.91%, less than OSTIX's 6.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSTX Vanguard Short-Term Investment-Grade Fund Investor Shares | 3.91% | 3.04% | 1.93% | 1.62% | 2.24% | 2.81% | 2.67% | 1.99% | 1.97% | 1.98% | 1.89% | 1.82% |
OSTIX Osterweis Strategic Income Fund | 6.04% | 5.71% | 4.71% | 4.03% | 3.85% | 4.74% | 4.66% | 4.58% | 5.24% | 5.98% | 5.15% | 4.70% |
Drawdowns
VFSTX vs. OSTIX - Drawdown Comparison
The maximum VFSTX drawdown since its inception was -9.68%, roughly equal to the maximum OSTIX drawdown of -10.06%. Use the drawdown chart below to compare losses from any high point for VFSTX and OSTIX. For additional features, visit the drawdowns tool.
Volatility
VFSTX vs. OSTIX - Volatility Comparison
Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) has a higher volatility of 0.83% compared to Osterweis Strategic Income Fund (OSTIX) at 0.39%. 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.