VGSBX vs. AMFIX
Compare and contrast key facts about VY BrandywineGLOBAL - Bond Portfolio (VGSBX) and AAMA Income Fund (AMFIX).
VGSBX is managed by Voya. It was launched on Feb 20, 2015. AMFIX is managed by AAMA. It was launched on Jun 30, 2017.
Performance
VGSBX vs. AMFIX - Performance Comparison
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VGSBX vs. AMFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGSBX VY BrandywineGLOBAL - Bond Portfolio | 0.21% | 6.12% | 0.68% | 5.65% | -11.86% | 1.15% | 17.48% | 10.01% | -1.55% | -0.59% |
AMFIX AAMA Income Fund | 0.21% | 3.74% | 3.48% | 3.84% | -6.26% | -1.37% | 2.24% | 2.47% | 0.89% | -0.44% |
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with VGSBX at 0.21% and AMFIX at 0.21%.
VGSBX
- 1D
- 0.21%
- 1M
- -0.53%
- YTD
- 0.21%
- 6M
- 1.07%
- 1Y
- 4.09%
- 3Y*
- 2.46%
- 5Y*
- 0.14%
- 10Y*
- 2.87%
AMFIX
- 1D
- 0.17%
- 1M
- -0.49%
- YTD
- 0.21%
- 6M
- 1.06%
- 1Y
- 2.97%
- 3Y*
- 3.23%
- 5Y*
- 0.72%
- 10Y*
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VGSBX vs. AMFIX - Expense Ratio Comparison
VGSBX has a 0.55% expense ratio, which is lower than AMFIX's 0.92% expense ratio.
Return for Risk
VGSBX vs. AMFIX — Risk / Return Rank
VGSBX
AMFIX
VGSBX vs. AMFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY BrandywineGLOBAL - Bond Portfolio (VGSBX) and AAMA Income Fund (AMFIX). 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.
| VGSBX | AMFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 3.05 | -1.94 |
Sortino ratioReturn per unit of downside risk | 1.73 | 4.95 | -3.21 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.69 | -0.47 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 4.18 | -2.06 |
Martin ratioReturn relative to average drawdown | 6.58 | 21.12 | -14.54 |
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
| VGSBX | AMFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 3.05 | -1.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.34 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.56 | -0.07 |
Correlation
The correlation between VGSBX and AMFIX is 0.70, 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
VGSBX vs. AMFIX - Dividend Comparison
VGSBX's dividend yield for the trailing twelve months is around 3.92%, more than AMFIX's 2.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
VGSBX VY BrandywineGLOBAL - Bond Portfolio | 3.92% | 3.93% | 4.56% | 2.18% | 6.85% | 8.48% | 2.48% | 1.89% | 2.29% | 2.31% | 2.34% |
AMFIX AAMA Income Fund | 2.22% | 2.08% | 2.44% | 1.70% | 0.83% | 0.57% | 0.83% | 1.24% | 1.24% | 0.40% | 0.00% |
Drawdowns
VGSBX vs. AMFIX - Drawdown Comparison
The maximum VGSBX drawdown since its inception was -18.20%, which is greater than AMFIX's maximum drawdown of -9.35%. Use the drawdown chart below to compare losses from any high point for VGSBX and AMFIX.
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Drawdown Indicators
| VGSBX | AMFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.20% | -9.35% | -8.85% |
Max Drawdown (1Y)Largest decline over 1 year | -2.73% | -0.74% | -1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -18.20% | -8.91% | -9.29% |
Max Drawdown (10Y)Largest decline over 10 years | -18.20% | — | — |
Current DrawdownCurrent decline from peak | -0.74% | -0.49% | -0.25% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -2.06% | -1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.88% | 0.15% | +0.73% |
Volatility
VGSBX vs. AMFIX - Volatility Comparison
VY BrandywineGLOBAL - Bond Portfolio (VGSBX) has a higher volatility of 0.72% compared to AAMA Income Fund (AMFIX) at 0.48%. This indicates that VGSBX's price experiences larger fluctuations and is considered to be riskier than AMFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGSBX | AMFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.72% | 0.48% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 2.02% | 0.72% | +1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.91% | 0.98% | +3.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.86% | 2.16% | +5.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.20% | 1.75% | +4.45% |