WIBMX vs. VBTLX
Compare and contrast key facts about Wilmington Broad Market Bond Fund (WIBMX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
WIBMX is managed by Wilmington Funds. It was launched on Jul 16, 1993. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
WIBMX vs. VBTLX - Performance Comparison
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WIBMX vs. VBTLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WIBMX Wilmington Broad Market Bond Fund | -0.64% | 7.13% | 0.68% | 5.10% | -12.80% | -1.86% | 7.78% | 8.33% | 1.65% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | -0.49% | 7.17% | 1.26% | 5.74% | -13.16% | -1.81% | 7.72% | 8.73% | 2.05% |
Returns By Period
In the year-to-date period, WIBMX achieves a -0.64% return, which is significantly lower than VBTLX's -0.49% return.
WIBMX
- 1D
- 0.57%
- 1M
- -2.34%
- YTD
- -0.64%
- 6M
- 0.34%
- 1Y
- 3.38%
- 3Y*
- 3.05%
- 5Y*
- -0.03%
- 10Y*
- —
VBTLX
- 1D
- 0.52%
- 1M
- -2.23%
- YTD
- -0.49%
- 6M
- 0.50%
- 1Y
- 3.77%
- 3Y*
- 3.44%
- 5Y*
- 0.23%
- 10Y*
- 1.60%
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WIBMX vs. VBTLX - Expense Ratio Comparison
WIBMX has a 0.57% expense ratio, which is higher than VBTLX's 0.05% expense ratio.
Return for Risk
WIBMX vs. VBTLX — Risk / Return Rank
WIBMX
VBTLX
WIBMX vs. VBTLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wilmington Broad Market Bond Fund (WIBMX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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.
| WIBMX | VBTLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.00 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.44 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.18 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 1.78 | -0.21 |
Martin ratioReturn relative to average drawdown | 4.39 | 5.08 | -0.69 |
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
| WIBMX | VBTLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.00 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 0.04 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.32 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.76 | -0.40 |
Correlation
The correlation between WIBMX and VBTLX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WIBMX vs. VBTLX - Dividend Comparison
WIBMX's dividend yield for the trailing twelve months is around 3.46%, less than VBTLX's 3.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WIBMX Wilmington Broad Market Bond Fund | 3.46% | 3.98% | 2.89% | 2.39% | 1.87% | 1.75% | 2.33% | 2.55% | 0.88% | 0.00% | 0.00% | 0.00% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.61% | 3.87% | 3.69% | 3.10% | 2.59% | 1.96% | 2.39% | 2.74% | 2.57% | 2.56% | 2.53% | 2.82% |
Drawdowns
WIBMX vs. VBTLX - Drawdown Comparison
The maximum WIBMX drawdown since its inception was -18.13%, roughly equal to the maximum VBTLX drawdown of -18.81%. Use the drawdown chart below to compare losses from any high point for WIBMX and VBTLX.
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Drawdown Indicators
| WIBMX | VBTLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -18.81% | +0.68% |
Max Drawdown (1Y)Largest decline over 1 year | -2.90% | -2.73% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -17.64% | -18.14% | +0.50% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.81% | — |
Current DrawdownCurrent decline from peak | -3.70% | -3.06% | -0.64% |
Average DrawdownAverage peak-to-trough decline | -5.91% | -2.67% | -3.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 0.96% | +0.08% |
Volatility
WIBMX vs. VBTLX - Volatility Comparison
Wilmington Broad Market Bond Fund (WIBMX) has a higher volatility of 1.67% compared to Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) at 1.55%. This indicates that WIBMX's price experiences larger fluctuations and is considered to be riskier than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WIBMX | VBTLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.67% | 1.55% | +0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 2.66% | 2.59% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.39% | 4.37% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.63% | 5.98% | -0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.13% | 4.97% | +0.16% |