Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VWINX (Vanguard Wellesley Income Fund) | 2.76% | 10.30% | 8.67% | 3.93% | 5.81% | 6.49% | 6.61% | … | … |
Data as of 06/05/2026, Common starting date is 12/26/1979
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VWINX (Vanguard Wellesley Income Fund) | 12/26/1979 | 06/05/2026 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | 10.30 | 8.67 | 3.93 | 5.81 | 6.49 | 6.61 | … | … | 2.76 | 10.98 | 5.86 | 7.05 | -9.09 | 8.48 | 8.44 | 16.39 | -2.54 | 10.16 | 8.09 | 1.29 | 8.08 | 9.19 | 10.06 | 9.64 | 10.66 | 16.07 | -9.78 | 5.65 | 11.24 | 1.67 | 7.57 | 9.66 | 4.62 | 7.36 | 16.37 | -2.29 | 12.20 | 20.17 | 9.42 | 28.90 | -4.43 | 14.70 | 11.02 | 21.51 | 3.31 | 19.16 | 13.65 | -4.42 | 15.12 | 26.63 | 16.65 | 18.60 | 23.32 | 8.62 | 11.91 | -2.66 |
| Sharpe Ratio | NA | 1.77 | 0.90 | 0.23 | 0.61 | NA | NA | … | … | 1.08 | 1.22 | 0.39 | 0.44 | -1.08 | 1.83 | 0.63 | 4.18 | -0.78 | 3.60 | 1.74 | 0.24 | 2.23 | 1.95 | 2.85 | 1.67 | 1.91 | 1.75 | -0.80 | 0.45 | 1.83 | -0.12 | 1.35 | 1.57 | 0.47 | 0.78 | 1.34 | -0.44 | 0.87 | 2.23 | 0.76 | 4.51 | -1.12 | 1.67 | 1.46 | 3.21 | -0.30 | 2.12 | 1.11 | -0.66 | 1.56 | 3.95 | 1.68 | 2.14 | 2.04 | -0.25 | 0.38 | -3.78 |
| Standard Deviation(%) | NA | 5.07 | 6.64 | 7.15 | 7.02 | NA | NA | … | … | 5.65 | 6.64 | 5.74 | 7.70 | 9.79 | 4.62 | 13.00 | 3.57 | 5.04 | 2.65 | 4.52 | 5.32 | 3.62 | 4.70 | 3.54 | 5.76 | 5.53 | 9.14 | 13.36 | 5.62 | 4.29 | 4.93 | 4.88 | 5.71 | 7.33 | 6.43 | 9.05 | 12.91 | 10.01 | 7.38 | 7.55 | 5.53 | 6.69 | 7.49 | 5.79 | 5.45 | 7.18 | 6.24 | 7.86 | 13.04 | 6.89 | 5.35 | 5.69 | 5.72 | 7.57 | 7.69 | 8.83 | 25.98 |
| Draw Down(%) | NA | 4.16 | 6.98 | 15.30 | 17.43 | NA | NA | … | … | 4.16 | 5.42 | 3.68 | 6.98 | 15.30 | 2.27 | 17.43 | 1.07 | 5.85 | 1.02 | 3.08 | 5.29 | 2.40 | 4.72 | 2.31 | 4.06 | 3.78 | 12.87 | 18.33 | 3.07 | 1.82 | 3.14 | 4.95 | 6.08 | 8.21 | 4.10 | 5.47 | 12.63 | 5.34 | 5.58 | 5.33 | 2.30 | 8.32 | 6.32 | 4.32 | 2.12 | 6.08 | 2.27 | 4.20 | 15.53 | 4.64 | 3.15 | 6.26 | 3.42 | 4.78 | 7.85 | 10.06 | 2.83 |
| Yield(%) | 0.00 | 7.90 | 6.63 | 5.74 | 5.71 | 6.13 | 6.23 | … | … | 0.93 | 8.08 | 6.57 | 4.81 | 6.51 | 6.20 | 4.44 | 4.40 | 6.86 | 4.22 | 4.17 | 5.36 | 5.08 | 5.93 | 4.79 | 3.78 | 3.92 | 4.81 | 5.98 | 5.48 | 7.49 | 4.08 | 4.22 | 4.35 | 4.58 | 9.16 | 7.85 | 11.98 | 10.33 | 12.98 | 8.59 | 8.33 | 7.05 | 8.45 | 9.88 | 7.92 | 7.69 | 8.64 | 8.33 | 6.35 | 8.68 | 10.44 | 10.81 | 11.10 | 11.78 | 11.25 | 10.44 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/26/1979
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWINX (Vanguard Wellesley Income Fund) |
-1.87%
Feb 2006 – Feb 2009 |
0.63%
Feb 2004 – Feb 2009 |
4.30%
Feb 1999 – Feb 2009 |
5.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWINX (Vanguard Wellesley Income Fund) |
25.32%
Jun 1982 – Jun 1985 |
22.15%
Aug 1981 – Aug 1986 |
15.54%
Jul 1982 – Jul 1992 |
14.64%
Jul 1982 – Jul 1997 |
Annualized Rolling Returns Comparison Chart