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VGYAX: Vanguard Global Wellesley Income Fund Admiral Shares (MUTUAL FUND)
Basic Info 30.1 0.16(0.53%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 10/19/2017 |
| Last Dividend Date: | 03/20/2026 |
| 12-Mo. Yield | 4.18% |
| Expenses | 0.29% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 3.6 | 10.6 | 9.7 | 4.9 | 5.2 | 13.3 | 6.2 | 8.9 | -8.1 | 6.6 | 5.5 | 13.9 | -4.3 | 1.0 |
| Sharpe Ratio | NA | 0.98 | 1.56 | 1.13 | 0.38 | 0.17 | 1.89 | 0.48 | 0.89 | -1.09 | 1.62 | 0.42 | 0.24 | -1.17 | 1.99 |
| Draw Down(%) | NA | 4.5 | 4.5 | 5.3 | 15.9 | 31.6 | 4.2 | 3.5 | 5.3 | 15.9 | 2.2 | 17.7 | 31.6 | 7.3 | 0.8 |
| Standard Deviation(%) | NA | 6.3 | 5.1 | 5.7 | 6.3 | 19.1 | 5.5 | 5.3 | 6.0 | 8.7 | 4.1 | 12.6 | 52.6 | 4.9 | 2.1 |
| Treynor Ratio | NA | 0.18 | 0.29 | 0.27 | 0.09 | 0.11 | 0.54 | 0.11 | 0.18 | -0.34 | 0.3 | 0.16 | 0.15 | -0.23 | 0.21 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.03 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | 0.01 | -0.02 | 0.0 |
| Beta | NA | 0.33 | 0.27 | 0.24 | 0.25 | 0.31 | 0.19 | 0.23 | 0.29 | 0.28 | 0.22 | 0.32 | 0.84 | 0.25 | 0.2 |
| RSquared | NA | 0.57 | 0.44 | 0.42 | 0.5 | 0.09 | 0.44 | 0.33 | 0.44 | 0.63 | 0.54 | 0.82 | 0.04 | 0.75 | 0.35 |
| Yield(%) | N/A | 0.9 | N/A | N/A | N/A | N/A | 4.4 | 4.0 | 3.3 | 1.4 | 2.5 | 2.0 | 2.5 | 4.0 | 0.3 |
| Dividend Growth(%) | N/A | -77.4 | N/A | N/A | N/A | N/A | 11.9 | 26.4 | 115.6 | -42.0 | 25.8 | -9.5 | -42.1 | 1259.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/18/2017
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