VUSUX vs. MDSIX
Compare and contrast key facts about Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) and Integrity Short Term Government Fund (MDSIX).
VUSUX is managed by Vanguard. It was launched on Feb 12, 2001. MDSIX is managed by MD Sass. It was launched on Jun 29, 2011.
Performance
VUSUX vs. MDSIX - Performance Comparison
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VUSUX vs. MDSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VUSUX Vanguard Long-Term Treasury Fund Admiral Shares | -0.54% | 5.66% | -6.30% | 3.43% | -29.51% | -4.71% | 18.10% | 14.26% | -1.80% | 8.72% |
MDSIX Integrity Short Term Government Fund | 0.36% | 6.91% | 6.90% | 4.30% | -7.23% | -1.14% | 2.76% | 3.54% | 2.21% | 1.19% |
Returns By Period
In the year-to-date period, VUSUX achieves a -0.54% return, which is significantly lower than MDSIX's 0.36% return. Over the past 10 years, VUSUX has underperformed MDSIX with an annualized return of -0.83%, while MDSIX has yielded a comparatively higher 1.87% annualized return.
VUSUX
- 1D
- 1.29%
- 1M
- -4.37%
- YTD
- -0.54%
- 6M
- -0.69%
- 1Y
- 0.31%
- 3Y*
- -1.53%
- 5Y*
- -4.62%
- 10Y*
- -0.83%
MDSIX
- 1D
- 0.34%
- 1M
- -0.89%
- YTD
- 0.36%
- 6M
- 1.92%
- 1Y
- 5.21%
- 3Y*
- 5.51%
- 5Y*
- 1.95%
- 10Y*
- 1.87%
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VUSUX vs. MDSIX - Expense Ratio Comparison
VUSUX has a 0.10% expense ratio, which is lower than MDSIX's 0.55% expense ratio.
Return for Risk
VUSUX vs. MDSIX — Risk / Return Rank
VUSUX
MDSIX
VUSUX vs. MDSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) and Integrity Short Term Government Fund (MDSIX). 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.
| VUSUX | MDSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 2.34 | -2.20 |
Sortino ratioReturn per unit of downside risk | 0.25 | 3.77 | -3.52 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.48 | -0.44 |
Calmar ratioReturn relative to maximum drawdown | 0.32 | 4.35 | -4.03 |
Martin ratioReturn relative to average drawdown | 0.71 | 17.55 | -16.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VUSUX | MDSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 2.34 | -2.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.32 | 0.59 | -0.91 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.06 | 0.60 | -0.66 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.59 | -0.29 |
Correlation
The correlation between VUSUX and MDSIX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VUSUX vs. MDSIX - Dividend Comparison
VUSUX's dividend yield for the trailing twelve months is around 4.11%, more than MDSIX's 3.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSUX Vanguard Long-Term Treasury Fund Admiral Shares | 4.11% | 4.39% | 4.15% | 3.43% | 3.05% | 4.46% | 10.28% | 2.92% | 2.91% | 2.74% | 5.38% | 5.62% |
MDSIX Integrity Short Term Government Fund | 3.13% | 2.54% | 3.91% | 1.51% | 0.93% | 1.90% | 4.41% | 3.50% | 3.70% | 3.01% | 2.50% | 2.44% |
Drawdowns
VUSUX vs. MDSIX - Drawdown Comparison
The maximum VUSUX drawdown since its inception was -46.12%, which is greater than MDSIX's maximum drawdown of -11.28%. Use the drawdown chart below to compare losses from any high point for VUSUX and MDSIX.
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Drawdown Indicators
| VUSUX | MDSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.12% | -11.28% | -34.84% |
Max Drawdown (1Y)Largest decline over 1 year | -8.76% | -1.22% | -7.54% |
Max Drawdown (5Y)Largest decline over 5 years | -41.34% | -11.11% | -30.23% |
Max Drawdown (10Y)Largest decline over 10 years | -46.12% | -11.28% | -34.84% |
Current DrawdownCurrent decline from peak | -36.34% | -0.89% | -35.45% |
Average DrawdownAverage peak-to-trough decline | -11.36% | -1.26% | -10.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 0.30% | +3.63% |
Volatility
VUSUX vs. MDSIX - Volatility Comparison
Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) has a higher volatility of 3.68% compared to Integrity Short Term Government Fund (MDSIX) at 0.90%. This indicates that VUSUX's price experiences larger fluctuations and is considered to be riskier than MDSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VUSUX | MDSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 0.90% | +2.78% |
Volatility (6M)Calculated over the trailing 6-month period | 6.11% | 1.52% | +4.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.51% | 2.30% | +8.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.64% | 3.30% | +11.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.79% | 3.13% | +10.66% |