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VSGDX vs. AHITX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VSGDX vs. AHITX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Short-Term Federal Fund Admiral Shares (VSGDX) and American Funds American High-Income Trust (AHITX). The values are adjusted to include any dividend payments, if applicable.

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VSGDX vs. AHITX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VSGDX
Vanguard Short-Term Federal Fund Admiral Shares
0.15%5.94%4.26%3.92%-5.22%-0.58%4.46%4.21%1.37%0.80%
AHITX
American Funds American High-Income Trust
-0.53%8.28%9.45%11.43%-10.38%8.32%7.01%11.86%-1.80%7.30%

Returns By Period

In the year-to-date period, VSGDX achieves a 0.15% return, which is significantly higher than AHITX's -0.53% return. Over the past 10 years, VSGDX has underperformed AHITX with an annualized return of 1.89%, while AHITX has yielded a comparatively higher 6.12% annualized return.


VSGDX

1D
0.10%
1M
-0.68%
YTD
0.15%
6M
1.23%
1Y
4.04%
3Y*
4.31%
5Y*
1.67%
10Y*
1.89%

AHITX

1D
0.62%
1M
-1.61%
YTD
-0.53%
6M
0.64%
1Y
6.32%
3Y*
8.48%
5Y*
4.42%
10Y*
6.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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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.


Return for Risk

VSGDX vs. AHITX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VSGDX
VSGDX Risk / Return Rank: 9292
Overall Rank
VSGDX Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
VSGDX Sortino Ratio Rank: 9494
Sortino Ratio Rank
VSGDX Omega Ratio Rank: 8787
Omega Ratio Rank
VSGDX Calmar Ratio Rank: 9595
Calmar Ratio Rank
VSGDX Martin Ratio Rank: 9393
Martin Ratio Rank

AHITX
AHITX Risk / Return Rank: 8181
Overall Rank
AHITX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
AHITX Sortino Ratio Rank: 7777
Sortino Ratio Rank
AHITX Omega Ratio Rank: 8686
Omega Ratio Rank
AHITX Calmar Ratio Rank: 8181
Calmar Ratio Rank
AHITX Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VSGDX vs. AHITX - Risk-Adjusted Trends 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.


VSGDXAHITXDifference

Sharpe ratio

Return per unit of total volatility

1.83

1.53

+0.30

Sortino ratio

Return per unit of downside risk

3.09

1.99

+1.11

Omega ratio

Gain probability vs. loss probability

1.38

1.36

+0.02

Calmar ratio

Return relative to maximum drawdown

3.30

2.03

+1.27

Martin ratio

Return relative to average drawdown

12.08

8.61

+3.47

VSGDX vs. AHITX - Sharpe Ratio Comparison

The current VSGDX Sharpe Ratio is 1.83, which is comparable to the AHITX Sharpe Ratio of 1.53. The chart below compares the historical Sharpe Ratios of VSGDX and AHITX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VSGDXAHITXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.83

1.53

+0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.90

-0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.88

1.12

-0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

1.25

1.42

-0.18

Correlation

The correlation between VSGDX and AHITX is 0.12, 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

VSGDX vs. AHITX - Dividend Comparison

VSGDX's dividend yield for the trailing twelve months is around 3.57%, less than AHITX's 5.86% yield.


TTM20252024202320222021202020192018201720162015
VSGDX
Vanguard Short-Term Federal Fund Admiral Shares
3.57%3.79%3.56%3.42%1.78%1.45%1.78%2.42%2.02%1.46%1.43%1.30%
AHITX
American Funds American High-Income Trust
5.86%6.26%6.25%5.87%4.17%4.27%5.81%6.19%6.31%5.99%5.05%6.92%

Drawdowns

VSGDX vs. AHITX - Drawdown Comparison

The maximum VSGDX drawdown since its inception was -7.29%, smaller than the maximum AHITX drawdown of -34.81%. Use the drawdown chart below to compare losses from any high point for VSGDX and AHITX.


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Drawdown Indicators


VSGDXAHITXDifference

Max Drawdown

Largest peak-to-trough decline

-7.29%

-34.81%

+27.52%

Max Drawdown (1Y)

Largest decline over 1 year

-1.35%

-3.38%

+2.03%

Max Drawdown (5Y)

Largest decline over 5 years

-7.29%

-13.93%

+6.64%

Max Drawdown (10Y)

Largest decline over 10 years

-7.29%

-21.22%

+13.93%

Current Drawdown

Current decline from peak

-0.87%

-1.81%

+0.94%

Average Drawdown

Average peak-to-trough decline

-0.73%

-2.68%

+1.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.37%

0.80%

-0.43%

Volatility

VSGDX vs. AHITX - Volatility Comparison

The current volatility for Vanguard Short-Term Federal Fund Admiral Shares (VSGDX) is 0.74%, while American Funds American High-Income Trust (AHITX) has a volatility of 1.37%. This indicates that VSGDX experiences smaller price fluctuations and is considered to be less risky than AHITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VSGDXAHITXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.74%

1.37%

-0.63%

Volatility (6M)

Calculated over the trailing 6-month period

1.36%

2.35%

-0.99%

Volatility (1Y)

Calculated over the trailing 1-year period

2.25%

4.30%

-2.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.64%

4.93%

-2.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.14%

5.48%

-3.34%