Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VWIAX (VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES) | 3.12% | 10.72% | 8.73% | 4.05% | 5.09% | 5.47% | 5.57% | … | … |
Data as of 06/09/2026, Common starting date is 05/14/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VWIAX (VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES) | 05/14/2001 | 06/09/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 10.72 | 8.73 | 4.05 | 5.09 | 5.47 | 5.57 | … | … | 3.12 | 11.08 | 5.92 | 7.13 | -9.04 | 8.55 | 8.52 | 15.27 | -6.47 | 9.01 | 7.03 | -1.10 | 6.26 | 6.33 | 8.59 | 9.76 | 10.72 | 16.18 | -11.34 | 4.52 | 8.25 | 1.70 | 8.62 | 9.78 | 3.55 | 2.79 |
| Sharpe Ratio | NA | 1.49 | 0.82 | 0.20 | 0.48 | NA | NA | … | … | 0.71 | 1.24 | 0.40 | 0.45 | -1.07 | 1.81 | 0.63 | 3.71 | -1.19 | 2.92 | 1.47 | -0.20 | 1.60 | 1.15 | 2.28 | 1.69 | 1.94 | 1.76 | -0.93 | 0.24 | 0.93 | -0.11 | 1.48 | 1.59 | 0.32 | 0.40 |
| Standard Deviation(%) | NA | 5.17 | 6.68 | 7.17 | 7.19 | NA | NA | … | … | 5.70 | 6.65 | 5.73 | 7.75 | 9.79 | 4.71 | 13.02 | 3.72 | 6.60 | 2.87 | 4.62 | 5.67 | 3.90 | 5.47 | 3.78 | 5.76 | 5.48 | 9.16 | 13.16 | 5.76 | 5.23 | 4.95 | 5.17 | 5.72 | 7.52 | 6.23 |
| Draw Down(%) | NA | 4.15 | 6.96 | 15.26 | 17.41 | NA | NA | … | … | 4.15 | 5.39 | 3.69 | 6.96 | 15.26 | 2.27 | 17.41 | 1.12 | 9.62 | 1.68 | 3.05 | 5.26 | 2.92 | 4.74 | 2.30 | 4.06 | 3.77 | 12.88 | 18.26 | 3.10 | 3.19 | 3.13 | 4.94 | 6.06 | 8.21 | 4.08 |
| Yield(%) | 0.00 | 7.98 | 6.68 | 5.80 | 5.02 | 5.02 | 5.10 | … | … | 0.95 | 8.15 | 6.64 | 4.88 | 6.58 | 6.28 | 4.51 | 3.32 | 3.06 | 3.08 | 3.15 | 3.04 | 3.33 | 3.21 | 3.42 | 3.85 | 3.98 | 4.92 | 4.61 | 4.40 | 4.60 | 4.16 | 5.17 | 4.46 | 3.52 | 6.23 |
Data as of 06/09/2026, Common starting date is 05/14/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWIAX (VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES) |
-3.65%
Feb 2006 – Feb 2009 |
-0.27%
Feb 2004 – Feb 2009 |
3.12%
Oct 2013 – Oct 2023 |
4.39%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWIAX (VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES) |
17.14%
Feb 2009 – Feb 2012 |
12.84%
Feb 2009 – Feb 2014 |
8.01%
Feb 2009 – Feb 2019 |
6.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart