Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VGYAX (Vanguard Global Wellesley Income Fund Admiral Shares) | 6.08% | 7.89% | 7.35% | 5.31% | NA | NA | NA | 4.88% |
Data as of 07/11/2025, AR inception is 10/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGYAX (Vanguard Global Wellesley Income Fund Admiral Shares) | 10/19/2017 | 07/11/2025 |
| 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 (%) | 0.04 | 7.89 | 7.35 | 5.31 | NA | NA | NA | 4.88 | 6.08 | 6.15 | 8.94 | -8.06 | 6.58 | 5.52 | 13.92 | -4.31 | 0.98 |
| Sharpe Ratio | NA | 1.08 | 0.60 | 0.55 | NA | NA | NA | 0.14 | 1.53 | -0.08 | 0.79 | -1.09 | 1.62 | 0.42 | 0.24 | -1.16 | 2.01 |
| Standard Deviation(%) | NA | 6.00 | 6.66 | 6.29 | NA | NA | NA | 20.15 | 6.86 | 5.29 | 6.01 | 8.71 | 4.05 | 12.58 | 52.57 | 4.87 | 2.13 |
| Draw Down(%) | NA | 4.17 | 10.22 | 15.89 | NA | NA | NA | 31.57 | 4.17 | 3.49 | 5.34 | 15.89 | 2.16 | 17.71 | 31.57 | 7.34 | 0.80 |
| Yield(%) | 0.00 | 2.86 | 3.08 | 2.75 | 2.15 | 1.43 | 1.08 | 3.07 | 0.94 | 3.99 | 3.31 | 1.40 | 2.51 | 2.05 | 2.52 | 3.99 | 0.30 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| VGYAX (Vanguard Global Wellesley Income Fund Admiral Shares) |
-0.54%
Sep 2019 - Sep 2022 |
2.42%
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 |
|---|---|---|---|---|
| VGYAX (Vanguard Global Wellesley Income Fund Admiral Shares) |
8.61%
Dec 2018 - Dec 2021 |
6.66%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart