VWIUX vs. LSBDX
Compare and contrast key facts about Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) and Loomis Sayles Bond Fund (LSBDX).
VWIUX is managed by Vanguard. It was launched on Feb 12, 2001. LSBDX is managed by Loomis Sayles Funds. It was launched on May 15, 1991.
Performance
VWIUX vs. LSBDX - Performance Comparison
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VWIUX vs. LSBDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | -0.47% | 5.99% | 2.34% | 5.90% | -6.83% | 0.81% | 5.23% | 7.10% | 1.34% | 4.65% |
LSBDX Loomis Sayles Bond Fund | -1.13% | 8.67% | 6.70% | 8.05% | -12.50% | 3.23% | 2.14% | 11.72% | -2.87% | 7.47% |
Returns By Period
In the year-to-date period, VWIUX achieves a -0.47% return, which is significantly higher than LSBDX's -1.13% return. Over the past 10 years, VWIUX has underperformed LSBDX with an annualized return of 2.38%, while LSBDX has yielded a comparatively higher 3.49% annualized return.
VWIUX
- 1D
- 0.22%
- 1M
- -2.36%
- YTD
- -0.47%
- 6M
- 1.10%
- 1Y
- 4.55%
- 3Y*
- 3.74%
- 5Y*
- 1.58%
- 10Y*
- 2.38%
LSBDX
- 1D
- 0.42%
- 1M
- -2.28%
- YTD
- -1.13%
- 6M
- 0.13%
- 1Y
- 4.88%
- 3Y*
- 6.34%
- 5Y*
- 2.42%
- 10Y*
- 3.49%
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VWIUX vs. LSBDX - Expense Ratio Comparison
VWIUX has a 0.09% expense ratio, which is lower than LSBDX's 0.67% expense ratio.
Return for Risk
VWIUX vs. LSBDX — Risk / Return Rank
VWIUX
LSBDX
VWIUX vs. LSBDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) and Loomis Sayles Bond Fund (LSBDX). 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.
| VWIUX | LSBDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.57 | -0.30 |
Sortino ratioReturn per unit of downside risk | 1.69 | 2.13 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.32 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.93 | -0.47 |
Martin ratioReturn relative to average drawdown | 5.60 | 9.01 | -3.42 |
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
| VWIUX | LSBDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.57 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.51 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.73 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 1.41 | -0.30 |
Correlation
The correlation between VWIUX and LSBDX is 0.27, 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
VWIUX vs. LSBDX - Dividend Comparison
VWIUX's dividend yield for the trailing twelve months is around 3.32%, less than LSBDX's 3.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | 3.32% | 4.06% | 3.63% | 2.78% | 2.51% | 1.89% | 2.40% | 2.88% | 2.89% | 2.82% | 2.91% | 2.96% |
LSBDX Loomis Sayles Bond Fund | 3.88% | 4.15% | 5.51% | 5.09% | 5.13% | 2.88% | 3.83% | 3.97% | 3.78% | 5.86% | 3.13% | 7.37% |
Drawdowns
VWIUX vs. LSBDX - Drawdown Comparison
The maximum VWIUX drawdown since its inception was -11.38%, smaller than the maximum LSBDX drawdown of -30.58%. Use the drawdown chart below to compare losses from any high point for VWIUX and LSBDX.
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Drawdown Indicators
| VWIUX | LSBDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.38% | -30.58% | +19.20% |
Max Drawdown (1Y)Largest decline over 1 year | -3.89% | -3.25% | -0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -11.38% | -16.60% | +5.22% |
Max Drawdown (10Y)Largest decline over 10 years | -11.38% | -16.60% | +5.22% |
Current DrawdownCurrent decline from peak | -2.64% | -2.52% | -0.12% |
Average DrawdownAverage peak-to-trough decline | -1.44% | -2.80% | +1.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 0.70% | +0.31% |
Volatility
VWIUX vs. LSBDX - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) is 1.01%, while Loomis Sayles Bond Fund (LSBDX) has a volatility of 1.52%. This indicates that VWIUX experiences smaller price fluctuations and is considered to be less risky than LSBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWIUX | LSBDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.01% | 1.52% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 1.58% | 2.21% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.93% | 3.88% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.23% | 4.98% | -1.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.42% | 4.89% | -1.47% |