Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VGWIX (Vanguard Global Wellesley Income Fund Investor Shares) | 5.80% | 7.19% | 7.22% | 4.87% | NA | NA | NA | 4.72% |
Data as of 07/18/2025, AR inception is 10/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGWIX (Vanguard Global Wellesley Income Fund Investor Shares) | 10/19/2017 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 7.19 | 7.22 | 4.87 | NA | NA | NA | 4.72 | 5.80 | 6.03 | 8.78 | -8.15 | 6.41 | 5.41 | 13.81 | -4.38 | 0.94 |
| Sharpe Ratio | NA | 0.67 | 0.58 | 0.45 | NA | NA | NA | 0.12 | 1.18 | -0.11 | 0.76 | -1.10 | 1.57 | 0.41 | 0.24 | -1.18 | 1.88 |
| Standard Deviation(%) | NA | 6.00 | 6.63 | 6.27 | NA | NA | NA | 20.12 | 6.76 | 5.27 | 6.00 | 8.69 | 4.07 | 12.61 | 52.63 | 4.85 | 2.17 |
| Draw Down(%) | NA | 4.17 | 10.24 | 15.94 | NA | NA | NA | 31.60 | 4.17 | 3.55 | 5.35 | 15.94 | 2.16 | 17.74 | 31.60 | 7.39 | 0.80 |
| Yield(%) | 0.00 | 2.76 | 2.96 | 2.59 | 2.06 | 1.37 | 1.03 | 2.94 | 0.91 | 3.86 | 3.18 | 1.28 | 2.36 | 1.94 | 2.41 | 3.89 | 0.29 |
Data as of 07/18/2025, AR inception is 10/19/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGWIX (Vanguard Global Wellesley Income Fund Investor Shares) |
-0.66%
Sep 2019 - Sep 2022 |
2.31%
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 |
|---|---|---|---|---|
| VGWIX (Vanguard Global Wellesley Income Fund Investor Shares) |
8.48%
Dec 2018 - Dec 2021 |
6.53%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart