VSGDX vs. PRRIX

In the year-to-date period, VSGDX achieves a 1.97% return, which is significantly lower than PRRIX's 3.28% return. Over the past 10 years, VSGDX has underperformed PRRIX with an annualized return of 1.45%, while PRRIX has yielded a comparatively higher 2.56% annualized return.

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VSGDX has a 0.10% expense ratio, which is lower than PRRIX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Federal Fund Admiral Shares (VSGDX) and PIMCO Real Return Fund (PRRIX). 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.

The current VSGDX Sharpe Ratio is 2.35, which is higher than the PRRIX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of VSGDX and PRRIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSGDX's dividend yield for the trailing twelve months is around 3.52%, which matches PRRIX's 3.51% yield.

The maximum VSGDX drawdown since its inception was -8.19%, smaller than the maximum PRRIX drawdown of -19.32%. Use the drawdown chart below to compare losses from any high point for VSGDX and PRRIX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Short-Term Federal Fund Admiral Shares (VSGDX) is 0.79%, while PIMCO Real Return Fund (PRRIX) has a volatility of 1.83%. This indicates that VSGDX experiences smaller price fluctuations and is considered to be less risky than PRRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.