Correlation
The correlation between HSTRX and VWIAX is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
HSTRX vs. VWIAX
Compare and contrast key facts about Hussman Strategic Total Return Fund (HSTRX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
HSTRX is managed by Hussman Funds. It was launched on Sep 11, 2002. VWIAX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSTRX or VWIAX.
Performance
HSTRX vs. VWIAX - Performance Comparison
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Key characteristics
HSTRX:
1.94
VWIAX:
0.89
HSTRX:
2.57
VWIAX:
1.07
HSTRX:
1.34
VWIAX:
1.15
HSTRX:
3.30
VWIAX:
0.97
HSTRX:
8.89
VWIAX:
3.47
HSTRX:
1.34%
VWIAX:
1.51%
HSTRX:
6.57%
VWIAX:
7.00%
HSTRX:
-13.53%
VWIAX:
-21.64%
HSTRX:
-1.35%
VWIAX:
-1.69%
Returns By Period
In the year-to-date period, HSTRX achieves a 8.03% return, which is significantly higher than VWIAX's 1.89% return. Over the past 10 years, HSTRX has underperformed VWIAX with an annualized return of 4.44%, while VWIAX has yielded a comparatively higher 5.30% annualized return.
HSTRX
8.03%
-1.16%
7.33%
12.45%
4.73%
3.35%
4.44%
VWIAX
1.89%
0.45%
0.08%
5.98%
4.23%
4.82%
5.30%
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HSTRX vs. VWIAX - Expense Ratio Comparison
HSTRX has a 0.75% expense ratio, which is higher than VWIAX's 0.16% expense ratio.
Risk-Adjusted Performance
HSTRX vs. VWIAX — Risk-Adjusted Performance Rank
HSTRX
VWIAX
HSTRX vs. VWIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hussman Strategic Total Return Fund (HSTRX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
HSTRX vs. VWIAX - Dividend Comparison
HSTRX's dividend yield for the trailing twelve months is around 3.09%, less than VWIAX's 6.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSTRX Hussman Strategic Total Return Fund | 3.09% | 2.91% | 2.55% | 2.14% | 1.33% | 0.52% | 1.29% | 1.20% | 0.37% | 0.25% | 0.42% | 1.48% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 6.70% | 6.69% | 4.80% | 7.75% | 6.10% | 4.37% | 4.00% | 7.64% | 4.07% | 4.07% | 5.66% | 4.99% |
Drawdowns
HSTRX vs. VWIAX - Drawdown Comparison
The maximum HSTRX drawdown since its inception was -13.53%, smaller than the maximum VWIAX drawdown of -21.64%. Use the drawdown chart below to compare losses from any high point for HSTRX and VWIAX.
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Volatility
HSTRX vs. VWIAX - Volatility Comparison
Hussman Strategic Total Return Fund (HSTRX) has a higher volatility of 3.25% compared to Vanguard Wellesley Income Fund Admiral Shares (VWIAX) at 1.76%. This indicates that HSTRX's price experiences larger fluctuations and is considered to be riskier than VWIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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