Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX)
Fund Info
921910741
Nov 2, 2017
$50,000
Large-Cap
Value
Expense Ratio
VGYAX has an expense ratio of 0.28%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX) returned 4.06% year-to-date (YTD) and 7.84% over the past 12 months.
VGYAX
4.06%
3.54%
2.56%
7.84%
6.00%
N/A
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
Monthly Returns
The table below presents the monthly returns of VGYAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.48% | 1.61% | 0.37% | 0.72% | -0.18% | 4.06% | |||||||
| 2024 | -0.38% | -0.11% | 2.25% | -1.73% | 2.83% | -0.33% | 3.06% | 2.12% | 1.24% | -2.11% | 1.68% | -2.33% | 6.15% |
| 2023 | 3.96% | -2.50% | 1.63% | 1.29% | -2.28% | 1.81% | 1.25% | -1.43% | -2.30% | -1.37% | 5.12% | 3.82% | 8.94% |
| 2022 | -0.87% | -1.50% | -0.55% | -3.89% | 1.64% | -4.01% | 2.73% | -3.32% | -5.72% | 2.40% | 6.45% | -1.08% | -8.06% |
| 2021 | -1.05% | 0.49% | 1.79% | 1.76% | 1.32% | -0.13% | 1.02% | 0.40% | -1.58% | 1.40% | -1.24% | 2.30% | 6.58% |
| 2020 | 0.23% | -2.13% | -8.61% | 4.79% | 1.87% | 1.26% | 2.88% | 0.83% | -1.69% | -1.20% | 6.38% | 1.58% | 5.52% |
| 2019 | 3.29% | 1.09% | 1.46% | 1.48% | -2.02% | 3.72% | 0.56% | 0.44% | 0.63% | 1.11% | 0.20% | 1.27% | 13.92% |
| 2018 | 0.99% | -2.16% | -0.16% | 0.20% | -0.28% | -0.28% | 2.17% | -0.44% | -0.19% | -3.01% | 0.88% | -3.45% | -5.73% |
| 2017 | 0.00% | 0.20% | 0.78% | 0.98% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 89, VGYAX is among the top 11% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Vanguard Global Wellesley Income Fund Admiral Shares provided a 3.80% dividend yield over the last twelve months, with an annual payout of $1.06 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.06 | $1.05 | $0.83 | $0.39 | $0.66 | $0.53 | $0.58 | $1.01 | $0.07 |
Dividend yield | 3.80% | 3.90% | 3.15% | 1.54% | 2.40% | 1.99% | 2.26% | 4.35% | 0.30% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Global Wellesley Income Fund Admiral Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | |||||||
| 2024 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.25 | $1.05 |
| 2023 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.24 | $0.83 |
| 2022 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.12 | $0.39 |
| 2021 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.14 | $0.66 |
| 2020 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.18 | $0.53 |
| 2019 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.14 | $0.58 |
| 2018 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.48 | $1.01 |
| 2017 | $0.07 | $0.07 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Global Wellesley Income Fund Admiral Shares. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Vanguard Global Wellesley Income Fund Admiral Shares was 17.75%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current Vanguard Global Wellesley Income Fund Admiral Shares drawdown is 0.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.75% | Feb 20, 2020 | 23 | Mar 23, 2020 | 161 | Nov 9, 2020 | 184 |
| -15.89% | Jan 14, 2022 | 189 | Oct 14, 2022 | 348 | Mar 6, 2024 | 537 |
| -8.71% | Jan 29, 2018 | 229 | Dec 24, 2018 | 121 | Jun 19, 2019 | 350 |
| -4.17% | Mar 21, 2025 | 13 | Apr 8, 2025 | 13 | Apr 28, 2025 | 26 |
| -3.93% | Oct 2, 2024 | 70 | Jan 13, 2025 | 32 | Feb 28, 2025 | 102 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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