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

USD=X vs. VWINX

Last updated Jun 6, 2026

USD=X (USD Cash) is a currency, while VWINX (Vanguard Wellesley Income Fund Investor Shares) is Diversified Portfolio fund actively managed by Vanguard. Over the past 10 years, USD=X returned 0.00%/yr vs 5.79%/yr for VWINX.

Performance

USD=X vs. VWINX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USD Cash (USD=X) and Vanguard Wellesley Income Fund Investor Shares (VWINX). 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%

VWINX

1D
0.15%
1M
0.39%
YTD
3.40%
6M
3.53%
1Y
10.98%
3Y*
8.88%
5Y*
4.02%
10Y*
5.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USD=X vs. VWINX - 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%
VWINX
Vanguard Wellesley Income Fund Investor Shares		3.40%10.98%5.86%6.99%-9.09%8.48%8.44%16.39%-2.54%9.29%

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USD Cash

Vanguard Wellesley Income Fund Investor 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 VWINX:
VWINX vs. VWELXVWINX vs. VTINXVWINX vs. VWENXVWINX vs. VSCGXVWINX vs. SCHDVWINX vs. FFANXVWINX vs. VYM

Return for Risk

USD=X vs. VWINX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
USD=X
VWINX
VWINX Risk / Return Rank: 5353
Overall Rank
VWINX Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
VWINX Sortino Ratio Rank: 5757
Sortino Ratio Rank
VWINX Omega Ratio Rank: 5555
Omega Ratio Rank
VWINX Calmar Ratio Rank: 5050
Calmar Ratio Rank
VWINX Martin Ratio Rank: 5050
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. VWINX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USD Cash (USD=X) 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.

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

USD=X vs. VWINX - Sharpe Ratio Comparison

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Sharpe Ratios by Period

USD=XVWINXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

2.13

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.58

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.84

—

Sharpe Ratio (All Time)

Calculated using the full available price history

—

1.08

—

Drawdowns

USD=X vs. VWINX - Drawdown Comparison

The maximum USD=X drawdown since its inception was 0.00%, smaller than the maximum VWINX drawdown of -21.72%. Use the drawdown chart below to compare losses from any high point for USD=X and VWINX.

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Drawdown Indicators

USD=XVWINXDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-21.72%

+21.72%

Max Drawdown (1Y)

Largest decline over 1 year

0.00%

-4.16%

+4.16%

Max Drawdown (3Y)

Largest decline over 3 years

0.00%

-6.98%

+6.98%

Max Drawdown (5Y)

Largest decline over 5 years

0.00%

-15.30%

+15.30%

Max Drawdown (10Y)

Largest decline over 10 years

0.00%

-17.43%

+17.43%

Current Drawdown

Current decline from peak

0.00%

-0.15%

+0.15%

Average Drawdown

Average peak-to-trough decline

0.00%

-2.63%

+2.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.00%

1.10%

-1.10%

Volatility

USD=X vs. VWINX - Volatility Comparison

The current volatility for USD Cash (USD=X) is 0.00%, while Vanguard Wellesley Income Fund Investor Shares (VWINX) has a volatility of 1.59%. This indicates that USD=X experiences smaller price fluctuations and is considered to be less risky than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

USD=XVWINXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

1.59%

-1.59%

Volatility (6M)

Calculated over the trailing 6-month period

0.00%

3.85%

-3.85%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

5.10%

-5.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

6.97%

-6.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

6.92%

-6.92%

Frequently Asked Questions

VWINX has higher volatility (1.59%) compared to USD=X (0.00%). In terms of maximum drawdown, USD=X dropped 0.00% vs VWINX's -21.72%.

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