USBLX vs. VWINX
Compare and contrast key facts about USAA Growth and Tax Strategy Fund (USBLX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
USBLX is managed by Victory Capital. It was launched on Jan 10, 1989. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USBLX or VWINX.
Performance
USBLX vs. VWINX - Performance Comparison
Returns By Period
In the year-to-date period, USBLX achieves a 14.74% return, which is significantly higher than VWINX's 7.75% return. Over the past 10 years, USBLX has outperformed VWINX with an annualized return of 7.36%, while VWINX has yielded a comparatively lower 3.30% annualized return.
USBLX
14.74%
2.20%
8.31%
20.37%
7.84%
7.36%
VWINX
7.75%
0.35%
5.83%
14.74%
2.63%
3.30%
Key characteristics
| USBLX | VWINX | |
|---|---|---|
| Sharpe Ratio | 3.24 | 2.25 |
| Sortino Ratio | 4.61 | 3.43 |
| Omega Ratio | 1.63 | 1.46 |
| Calmar Ratio | 2.88 | 1.01 |
| Martin Ratio | 20.50 | 13.93 |
| Ulcer Index | 0.99% | 1.06% |
| Daily Std Dev | 6.29% | 6.54% |
| Max Drawdown | -34.42% | -24.01% |
| Current Drawdown | -0.14% | -2.01% |
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USBLX vs. VWINX - Expense Ratio Comparison
USBLX has a 0.58% expense ratio, which is higher than VWINX's 0.23% expense ratio.
Correlation
The correlation between USBLX and VWINX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
USBLX vs. VWINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Growth and Tax Strategy Fund (USBLX) and Vanguard Wellesley Income Fund Investor Shares (VWINX). 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.
Dividends
USBLX vs. VWINX - Dividend Comparison
USBLX's dividend yield for the trailing twelve months is around 2.05%, less than VWINX's 5.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USBLX USAA Growth and Tax Strategy Fund | 2.05% | 2.12% | 1.73% | 1.66% | 1.89% | 1.95% | 2.50% | 2.16% | 2.31% | 2.68% | 2.39% | 2.37% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 5.76% | 5.71% | 3.17% | 2.48% | 2.65% | 2.90% | 3.30% | 2.85% | 2.94% | 3.11% | 3.16% | 3.05% |
Drawdowns
USBLX vs. VWINX - Drawdown Comparison
The maximum USBLX drawdown since its inception was -34.42%, which is greater than VWINX's maximum drawdown of -24.01%. Use the drawdown chart below to compare losses from any high point for USBLX and VWINX. For additional features, visit the drawdowns tool.
Volatility
USBLX vs. VWINX - Volatility Comparison
USAA Growth and Tax Strategy Fund (USBLX) has a higher volatility of 1.87% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 1.49%. This indicates that USBLX's price experiences larger fluctuations and is considered to be riskier than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.