VSGDX vs. AHITX
Compare and contrast key facts about Vanguard Short-Term Federal Fund Admiral Shares (VSGDX) and American Funds American High-Income Trust (AHITX).
VSGDX is managed by Vanguard. It was launched on Feb 12, 2001. AHITX is managed by American Funds. It was launched on Feb 19, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSGDX or AHITX.
Key characteristics
| VSGDX | AHITX | |
|---|---|---|
| YTD Return | 3.65% | 9.29% |
| 1Y Return | 6.37% | 16.40% |
| 3Y Return (Ann) | 0.39% | 3.64% |
| 5Y Return (Ann) | 1.04% | 5.80% |
| 10Y Return (Ann) | 1.26% | 4.79% |
| Sharpe Ratio | 2.26 | 4.32 |
| Sortino Ratio | 3.60 | 7.92 |
| Omega Ratio | 1.47 | 2.12 |
| Calmar Ratio | 1.05 | 3.70 |
| Martin Ratio | 12.53 | 34.72 |
| Ulcer Index | 0.48% | 0.47% |
| Daily Std Dev | 2.68% | 3.76% |
| Max Drawdown | -8.19% | -34.94% |
| Current Drawdown | -0.98% | 0.00% |
Correlation
The correlation between VSGDX and AHITX is 0.11, 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
VSGDX vs. AHITX - Performance Comparison
In the year-to-date period, VSGDX achieves a 3.65% return, which is significantly lower than AHITX's 9.29% return. Over the past 10 years, VSGDX has underperformed AHITX with an annualized return of 1.26%, while AHITX has yielded a comparatively higher 4.79% 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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VSGDX vs. AHITX - Expense Ratio Comparison
VSGDX has a 0.10% expense ratio, which is lower than AHITX's 0.69% expense ratio.
Risk-Adjusted Performance
VSGDX vs. AHITX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Federal Fund Admiral Shares (VSGDX) and American Funds American High-Income Trust (AHITX). 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
VSGDX vs. AHITX - Dividend Comparison
VSGDX's dividend yield for the trailing twelve months is around 3.56%, less than AHITX's 6.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGDX Vanguard Short-Term Federal Fund Admiral Shares | 3.56% | 3.42% | 1.77% | 0.58% | 1.40% | 2.41% | 2.02% | 1.41% | 1.18% | 0.97% | 0.71% | 0.64% |
AHITX American Funds American High-Income Trust | 6.20% | 6.43% | 5.52% | 4.28% | 5.81% | 6.19% | 6.31% | 5.47% | 5.60% | 6.95% | 6.37% | 6.27% |
Drawdowns
VSGDX vs. AHITX - Drawdown Comparison
The maximum VSGDX drawdown since its inception was -8.19%, smaller than the maximum AHITX drawdown of -34.94%. Use the drawdown chart below to compare losses from any high point for VSGDX and AHITX. For additional features, visit the drawdowns tool.
Volatility
VSGDX vs. AHITX - Volatility Comparison
Vanguard Short-Term Federal Fund Admiral Shares (VSGDX) and American Funds American High-Income Trust (AHITX) have volatilities of 0.68% and 0.68%, 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.