Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGWIX (Vanguard Global Wellesley Income Fund Investor Shares) | 4.09% | 10.97% | 9.80% | 4.85% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGWIX (Vanguard Global Wellesley Income Fund Investor Shares) | 10/19/2017 | 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 (%) | -0.21 | 10.97 | 9.80 | 4.85 | NA | NA | NA | … | … | 4.09 | 13.18 | 6.03 | 8.78 | -8.15 | 6.41 | 5.41 | 13.81 | -4.38 | 0.94 |
| Sharpe Ratio | NA | 1.83 | 1.22 | 0.39 | NA | NA | NA | … | … | 1.32 | 1.86 | 0.46 | 0.86 | -1.11 | 1.57 | 0.41 | 0.23 | -1.19 | 1.85 |
| Standard Deviation(%) | NA | 5.02 | 5.69 | 6.23 | NA | NA | NA | … | … | 6.19 | 5.56 | 5.27 | 6.00 | 8.69 | 4.07 | 12.61 | 52.63 | 4.85 | 2.17 |
| Draw Down(%) | NA | 4.59 | 5.35 | 15.94 | NA | NA | NA | … | … | 4.59 | 4.17 | 3.55 | 5.35 | 15.94 | 2.16 | 17.74 | 31.60 | 7.39 | 0.80 |
| Yield(%) | 0.00 | 4.05 | 3.97 | 2.94 | 2.52 | 1.68 | 1.26 | … | … | 0.87 | 4.23 | 3.86 | 3.18 | 1.28 | 2.36 | 1.94 | 2.41 | 3.89 | 0.29 |
Data as of 06/04/2026, Common starting date 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) |
10.95%
Sep 2022 – Sep 2025 |
6.53%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart