VUSTX vs. FNBGX

In the year-to-date period, VUSTX achieves a 0.21% return, which is significantly lower than FNBGX's 0.38% return.

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VUSTX has a 0.20% expense ratio, which is higher than FNBGX's 0.03% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) and Fidelity Long-Term Treasury Bond Index Fund (FNBGX). 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 VUSTX Sharpe Ratio is 0.10, which is comparable to the FNBGX Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of VUSTX and FNBGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VUSTX's dividend yield for the trailing twelve months is around 4.18%, more than FNBGX's 3.86% yield.

The maximum VUSTX drawdown since its inception was -46.21%, roughly equal to the maximum FNBGX drawdown of -46.32%. Use the drawdown chart below to compare losses from any high point for VUSTX and FNBGX.

Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) and Fidelity Long-Term Treasury Bond Index Fund (FNBGX) have volatilities of 3.25% and 3.31%, 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.