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USD=X vs. VWENX
Performance
Return for Risk
Drawdowns
Volatility

USD=X vs. VWENX

Last updated Jun 13, 2026

USD=X (USD Cash) is a currency, while VWENX (Vanguard Wellington Fund Admiral Shares) is Diversified Portfolio fund actively managed by Vanguard. Over the past 10 years, USD=X returned 0.00%/yr vs 10.13%/yr for VWENX.

Performance

USD=X vs. VWENX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USD Cash (USD=X) and Vanguard Wellington Fund Admiral Shares (VWENX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

USD=X

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
0.00%
3Y*
0.00%
5Y*
0.00%
10Y*
0.00%

VWENX

1D
1.32%
1M
-0.63%
YTD
5.10%
6M
5.87%
1Y
17.34%
3Y*
14.75%
5Y*
8.43%
10Y*
10.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USD=X vs. VWENX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
USD=X
USD Cash		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VWENX
Vanguard Wellington Fund Admiral Shares		5.10%16.63%14.82%14.40%-14.31%19.09%10.66%22.61%-3.35%14.05%

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USD Cash

Vanguard Wellington Fund Admiral Shares

Often compared with USD=X:
USD=X vs. UUPUSD=X vs. EUR=XUSD=X vs. XRP-USDUSD=X vs. BTC-USDUSD=X vs. QQQUSD=X vs. TSLAUSD=X vs. USDX
Often compared with VWENX:
VWENX vs. VWELXVWENX vs. VWIAXVWENX vs. VWINXVWENX vs. VGWAXVWENX vs. VTSAXVWENX vs. SWOBXVWENX vs. SPY

Return for Risk

USD=X vs. VWENX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
USD=X

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

VWENX
VWENX Risk / Return Rank: 7474
Overall Rank
VWENX Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
VWENX Sortino Ratio Rank: 7272
Sortino Ratio Rank
VWENX Omega Ratio Rank: 7373
Omega Ratio Rank
VWENX Calmar Ratio Rank: 7070
Calmar Ratio Rank
VWENX Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

USD=X vs. VWENX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USD Cash (USD=X) and Vanguard Wellington Fund Admiral Shares (VWENX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

USD=XVWENXDifference
Sharpe ratioReturn per unit of total volatility

—

2.02

—

Sortino ratioReturn per unit of downside risk

—

2.80

—

Omega ratioGain probability vs. loss probability

—

1.38

—

Calmar ratioReturn relative to maximum drawdown

—

2.64

—

Martin ratioReturn relative to average drawdown

—

11.92

—

USD=X vs. VWENX - Sharpe Ratio Comparison

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Drawdowns

USD=X vs. VWENX - Drawdown Comparison

The maximum USD=X drawdown since its inception was 0.00%, smaller than the maximum VWENX drawdown of -36.02%. Use the drawdown chart below to compare losses from any high point for USD=X and VWENX.

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Drawdown Indicators

USD=XVWENXDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-36.02%

+36.02%

Max Drawdown (1Y)

Largest decline over 1 year

0.00%

-6.77%

+6.77%

Max Drawdown (3Y)

Largest decline over 3 years

0.00%

-11.98%

+11.98%

Max Drawdown (5Y)

Largest decline over 5 years

0.00%

-20.84%

+20.84%

Max Drawdown (10Y)

Largest decline over 10 years

0.00%

-25.33%

+25.33%

Current Drawdown

Current decline from peak

0.00%

-1.92%

+1.92%

Average Drawdown

Average peak-to-trough decline

0.00%

-4.35%

+4.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.00%

1.50%

-1.50%

Volatility

USD=X vs. VWENX - Volatility Comparison

The current volatility for USD Cash (USD=X) is 0.00%, while Vanguard Wellington Fund Admiral Shares (VWENX) has a volatility of 3.50%. This indicates that USD=X experiences smaller price fluctuations and is considered to be less risky than VWENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

USD=XVWENXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

3.50%

-3.50%

Volatility (6M)

Calculated over the trailing 6-month period

0.00%

7.21%

-7.21%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

8.83%

-8.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

11.20%

-11.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

11.56%

-11.56%

Frequently Asked Questions

VWENX has higher volatility (3.50%) compared to USD=X (0.00%). In terms of maximum drawdown, USD=X dropped 0.00% vs VWENX's -36.02%.

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