VUSFX vs. VFORX
Compare and contrast key facts about Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) and Vanguard Target Retirement 2040 Fund (VFORX).
VUSFX is managed by Vanguard. It was launched on Feb 24, 2015. VFORX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUSFX or VFORX.
Key characteristics
| VUSFX | VFORX | |
|---|---|---|
| YTD Return | 4.89% | 15.04% |
| 1Y Return | 6.43% | 26.49% |
| 3Y Return (Ann) | 3.27% | 3.99% |
| 5Y Return (Ann) | 2.51% | 9.21% |
| Sharpe Ratio | 8.51 | 2.60 |
| Sortino Ratio | 18.29 | 3.68 |
| Omega Ratio | 4.82 | 1.49 |
| Calmar Ratio | 42.39 | 2.29 |
| Martin Ratio | 187.12 | 16.57 |
| Ulcer Index | 0.03% | 1.55% |
| Daily Std Dev | 0.75% | 9.88% |
| Max Drawdown | -1.72% | -51.63% |
| Current Drawdown | -0.05% | -0.11% |
Correlation
The correlation between VUSFX and VFORX is 0.09, 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
VUSFX vs. VFORX - Performance Comparison
In the year-to-date period, VUSFX achieves a 4.89% return, which is significantly lower than VFORX's 15.04% 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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VUSFX vs. VFORX - Expense Ratio Comparison
VUSFX has a 0.10% expense ratio, which is higher than VFORX's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VUSFX vs. VFORX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) and Vanguard Target Retirement 2040 Fund (VFORX). 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
VUSFX vs. VFORX - Dividend Comparison
VUSFX's dividend yield for the trailing twelve months is around 5.11%, more than VFORX's 2.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSFX Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 5.11% | 4.16% | 1.39% | 0.63% | 1.62% | 2.68% | 2.23% | 1.50% | 1.07% | 0.55% | 0.00% | 0.00% |
VFORX Vanguard Target Retirement 2040 Fund | 2.07% | 2.38% | 2.10% | 2.39% | 1.62% | 2.28% | 2.41% | 1.91% | 1.98% | 2.16% | 1.93% | 1.77% |
Drawdowns
VUSFX vs. VFORX - Drawdown Comparison
The maximum VUSFX drawdown since its inception was -1.72%, smaller than the maximum VFORX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for VUSFX and VFORX. For additional features, visit the drawdowns tool.
Volatility
VUSFX vs. VFORX - Volatility Comparison
The current volatility for Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) is 0.16%, while Vanguard Target Retirement 2040 Fund (VFORX) has a volatility of 2.50%. This indicates that VUSFX experiences smaller price fluctuations and is considered to be less risky than VFORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.