VISTX vs. WISEX
Compare and contrast key facts about Vanguard Institutional Short-Term Bond Fund (VISTX) and Azzad Wise Capital Fund (WISEX).
VISTX is managed by Vanguard. It was launched on Jun 19, 2015. WISEX is managed by Azzad Fund. It was launched on Apr 1, 2010.
Performance
VISTX vs. WISEX - Performance Comparison
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VISTX vs. WISEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VISTX Vanguard Institutional Short-Term Bond Fund | 0.25% | 5.68% | 5.56% | 4.98% | -3.73% | -0.04% | 3.92% | 4.20% | 1.83% | 1.42% |
WISEX Azzad Wise Capital Fund | -0.75% | 5.29% | 4.53% | 3.90% | -3.37% | 1.99% | 3.52% | 5.23% | -0.08% | 2.68% |
Returns By Period
In the year-to-date period, VISTX achieves a 0.25% return, which is significantly higher than WISEX's -0.75% return. Over the past 10 years, VISTX has outperformed WISEX with an annualized return of 2.43%, while WISEX has yielded a comparatively lower 2.30% annualized return.
VISTX
- 1D
- 0.15%
- 1M
- -0.64%
- YTD
- 0.25%
- 6M
- 1.45%
- 1Y
- 4.26%
- 3Y*
- 4.94%
- 5Y*
- 2.45%
- 10Y*
- 2.43%
WISEX
- 1D
- 0.01%
- 1M
- -1.91%
- YTD
- -0.75%
- 6M
- 0.15%
- 1Y
- 2.99%
- 3Y*
- 3.89%
- 5Y*
- 2.25%
- 10Y*
- 2.30%
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VISTX vs. WISEX - Expense Ratio Comparison
VISTX has a 0.02% expense ratio, which is lower than WISEX's 0.89% expense ratio.
Return for Risk
VISTX vs. WISEX — Risk / Return Rank
VISTX
WISEX
VISTX vs. WISEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Short-Term Bond Fund (VISTX) and Azzad Wise Capital Fund (WISEX). 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.
| VISTX | WISEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.01 | 2.39 | +0.62 |
Sortino ratioReturn per unit of downside risk | 4.73 | 3.45 | +1.29 |
Omega ratioGain probability vs. loss probability | 1.68 | 1.57 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 5.24 | 1.60 | +3.63 |
Martin ratioReturn relative to average drawdown | 21.26 | 7.61 | +13.65 |
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
| VISTX | WISEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.01 | 2.39 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.33 | 0.00 | +1.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.66 | 0.00 | +1.66 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.70 | 0.00 | +1.70 |
Correlation
The correlation between VISTX and WISEX is 0.15, 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.
Dividends
VISTX vs. WISEX - Dividend Comparison
VISTX's dividend yield for the trailing twelve months is around 4.11%, more than WISEX's 3.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VISTX Vanguard Institutional Short-Term Bond Fund | 4.11% | 4.53% | 5.03% | 3.91% | 1.76% | 1.85% | 2.33% | 2.72% | 2.32% | 1.78% | 1.51% | 0.00% |
WISEX Azzad Wise Capital Fund | 3.64% | 3.56% | 3.59% | 2.20% | 1.54% | 1.42% | 1.31% | 1.84% | 1.66% | 1.11% | 0.99% | 0.47% |
Drawdowns
VISTX vs. WISEX - Drawdown Comparison
The maximum VISTX drawdown since its inception was -5.64%, smaller than the maximum WISEX drawdown of -98.33%. Use the drawdown chart below to compare losses from any high point for VISTX and WISEX.
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Drawdown Indicators
| VISTX | WISEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.64% | -98.33% | +92.69% |
Max Drawdown (1Y)Largest decline over 1 year | -0.86% | -1.92% | +1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -5.64% | -98.33% | +92.69% |
Max Drawdown (10Y)Largest decline over 10 years | -5.64% | -98.33% | +92.69% |
Current DrawdownCurrent decline from peak | -0.64% | -98.27% | +97.63% |
Average DrawdownAverage peak-to-trough decline | -0.69% | -7.78% | +7.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.21% | 0.40% | -0.19% |
Volatility
VISTX vs. WISEX - Volatility Comparison
Vanguard Institutional Short-Term Bond Fund (VISTX) and Azzad Wise Capital Fund (WISEX) have volatilities of 0.47% and 0.48%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VISTX | WISEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.47% | 0.48% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 0.85% | 0.89% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.45% | 1.30% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.85% | 2,643.77% | -2,641.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.47% | 1,869.04% | -1,867.57% |