WISEX vs. VBTIX
Compare and contrast key facts about Azzad Wise Capital Fund (WISEX) and Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX).
WISEX is managed by Azzad Fund. It was launched on Apr 1, 2010. VBTIX is managed by Vanguard. It was launched on Sep 18, 1995.
Performance
WISEX vs. VBTIX - Performance Comparison
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WISEX vs. VBTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WISEX Azzad Wise Capital Fund | -0.56% | 5.29% | 4.53% | 3.90% | -3.37% | 1.99% | 3.52% | 5.23% | -0.08% | 2.68% |
VBTIX Vanguard Total Bond Market Index Fund Institutional Shares | -0.28% | 7.18% | 1.27% | 5.75% | -13.15% | -1.95% | 7.75% | 8.74% | -0.24% | 3.56% |
Returns By Period
In the year-to-date period, WISEX achieves a -0.56% return, which is significantly lower than VBTIX's -0.28% return. Over the past 10 years, WISEX has outperformed VBTIX with an annualized return of 2.31%, while VBTIX has yielded a comparatively lower 1.61% annualized return.
WISEX
- 1D
- 0.19%
- 1M
- -1.46%
- YTD
- -0.56%
- 6M
- 0.25%
- 1Y
- 3.08%
- 3Y*
- 3.95%
- 5Y*
- 2.27%
- 10Y*
- 2.31%
VBTIX
- 1D
- 0.21%
- 1M
- -1.63%
- YTD
- -0.28%
- 6M
- 0.40%
- 1Y
- 3.67%
- 3Y*
- 3.52%
- 5Y*
- 0.20%
- 10Y*
- 1.61%
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WISEX vs. VBTIX - Expense Ratio Comparison
WISEX has a 0.89% expense ratio, which is higher than VBTIX's 0.04% expense ratio.
Return for Risk
WISEX vs. VBTIX — Risk / Return Rank
WISEX
VBTIX
WISEX vs. VBTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Azzad Wise Capital Fund (WISEX) and Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX). 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.
| WISEX | VBTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.45 | 0.93 | +1.52 |
Sortino ratioReturn per unit of downside risk | 3.56 | 1.34 | +2.22 |
Omega ratioGain probability vs. loss probability | 1.59 | 1.16 | +0.42 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.67 | +0.04 |
Martin ratioReturn relative to average drawdown | 7.81 | 4.72 | +3.10 |
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
| WISEX | VBTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.45 | 0.93 | +1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.03 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.33 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.95 | -0.94 |
Correlation
The correlation between WISEX and VBTIX is 0.02, 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
WISEX vs. VBTIX - Dividend Comparison
WISEX's dividend yield for the trailing twelve months is around 3.64%, which matches VBTIX's 3.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WISEX Azzad Wise Capital Fund | 3.64% | 3.56% | 3.59% | 2.20% | 1.54% | 1.42% | 1.31% | 1.84% | 1.66% | 1.11% | 0.99% | 0.47% |
VBTIX Vanguard Total Bond Market Index Fund Institutional Shares | 3.62% | 3.88% | 3.69% | 3.12% | 2.61% | 1.81% | 2.41% | 2.75% | 2.58% | 2.56% | 2.54% | 2.84% |
Drawdowns
WISEX vs. VBTIX - Drawdown Comparison
The maximum WISEX drawdown since its inception was -98.33%, which is greater than VBTIX's maximum drawdown of -18.90%. Use the drawdown chart below to compare losses from any high point for WISEX and VBTIX.
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Drawdown Indicators
| WISEX | VBTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.33% | -18.90% | -79.43% |
Max Drawdown (1Y)Largest decline over 1 year | -1.92% | -2.73% | +0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -98.33% | -18.13% | -80.20% |
Max Drawdown (10Y)Largest decline over 10 years | -98.33% | -18.90% | -79.43% |
Current DrawdownCurrent decline from peak | -98.27% | -2.94% | -95.33% |
Average DrawdownAverage peak-to-trough decline | -7.80% | -2.32% | -5.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.42% | 0.97% | -0.55% |
Volatility
WISEX vs. VBTIX - Volatility Comparison
The current volatility for Azzad Wise Capital Fund (WISEX) is 0.52%, while Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) has a volatility of 1.55%. This indicates that WISEX experiences smaller price fluctuations and is considered to be less risky than VBTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISEX | VBTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.52% | 1.55% | -1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 0.90% | 2.58% | -1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.31% | 4.36% | -3.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2,643.77% | 5.99% | +2,637.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,869.04% | 4.97% | +1,864.07% |