Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VGWLX (Vanguard Global Wellington Fund Investor Shares) | 8.36% | 8.98% | 9.63% | 8.49% | NA | NA | NA | 8.13% |
Data as of 07/25/2025, AR inception is 11/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGWLX (Vanguard Global Wellington Fund Investor Shares) | 11/06/2017 | 07/25/2025 |
| 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 (%) | 1.20 | 8.98 | 9.63 | 8.49 | NA | NA | NA | 8.13 | 8.36 | 6.13 | 12.39 | -7.21 | 13.36 | 7.41 | 22.04 | -4.85 | 1.92 |
| Sharpe Ratio | NA | 0.62 | 0.68 | 0.70 | NA | NA | NA | 0.36 | 1.14 | 0.37 | 1.18 | -0.67 | 1.82 | 0.34 | 0.68 | -0.70 | 3.46 |
| Standard Deviation(%) | NA | 9.40 | 9.20 | 9.40 | NA | NA | NA | 15.42 | 10.82 | 6.84 | 7.46 | 13.04 | 7.35 | 21.13 | 30.20 | 8.91 | 3.73 |
| Draw Down(%) | NA | 7.67 | 11.23 | 17.52 | NA | NA | NA | 25.28 | 7.67 | 4.67 | 5.85 | 17.52 | 4.19 | 25.28 | 20.04 | 11.66 | 1.00 |
| Yield(%) | 0.00 | 6.16 | 4.93 | 4.36 | 2.94 | 1.96 | 1.47 | 4.21 | 0.78 | 7.27 | 2.76 | 3.88 | 3.57 | 1.62 | 2.38 | 2.32 | 0.22 |
Data as of 07/25/2025, AR inception is 11/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGWLX (Vanguard Global Wellington Fund Investor Shares) |
2.11%
Sep 2019 - Sep 2022 |
5.58%
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 |
|---|---|---|---|---|
| VGWLX (Vanguard Global Wellington Fund Investor Shares) |
14.11%
Dec 2018 - Dec 2021 |
10.70%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart