Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGWAX (Vanguard Global Wellington Fund Admiral Shares) | 11.07% | 22.50% | 14.56% | 8.36% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGWAX (Vanguard Global Wellington Fund Admiral Shares) | 11/06/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 22.50 | 14.56 | 8.36 | NA | NA | NA | … | … | 11.07 | 17.48 | 6.27 | 12.54 | -7.07 | 13.51 | 7.51 | 22.14 | -4.71 | 1.91 |
| Sharpe Ratio | NA | 2.53 | 1.42 | 0.65 | NA | NA | NA | … | … | 2.65 | 1.61 | 0.39 | 1.20 | -0.66 | 1.84 | 0.34 | 0.69 | -0.69 | 3.45 |
| Standard Deviation(%) | NA | 7.90 | 8.14 | 9.17 | NA | NA | NA | … | … | 9.64 | 9.08 | 6.85 | 7.45 | 12.99 | 7.34 | 21.16 | 30.16 | 8.89 | 3.72 |
| Draw Down(%) | NA | 6.67 | 7.69 | 17.46 | NA | NA | NA | … | … | 6.67 | 7.69 | 4.67 | 5.84 | 17.46 | 4.22 | 25.28 | 20.04 | 11.60 | 1.04 |
| Yield(%) | 0.00 | 6.98 | 6.24 | 4.94 | 3.97 | 2.65 | 1.99 | … | … | 0.67 | 7.47 | 7.40 | 2.90 | 3.99 | 3.71 | 1.72 | 2.49 | 2.43 | 0.23 |
Data as of 06/04/2026, Common starting date is 11/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGWAX (Vanguard Global Wellington Fund Admiral Shares) |
2.21%
Sep 2019 – Sep 2022 |
5.71%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGWAX (Vanguard Global Wellington Fund Admiral Shares) |
14.97%
May 2023 – May 2026 |
10.83%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart