USD=X vs. VWINX
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 5.84%/yr for VWINX.
Performance
USD=X vs. VWINX - Performance Comparison
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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
- 0.23%
- 1M
- 0.38%
- YTD
- 3.47%
- 6M
- 2.98%
- 1Y
- 9.78%
- 3Y*
- 8.77%
- 5Y*
- 4.13%
- 10Y*
- 5.84%
USD=X vs. VWINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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 | 3.47% | 10.98% | 5.86% | 6.99% | -9.09% | 8.48% | 8.44% | 16.39% | -2.54% | 9.29% |
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Return for Risk
USD=X vs. VWINX — Risk / Return Rank
USD=X
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
VWINX
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.
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=X | VWINX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.33 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.30 | — |
| Martin ratioReturn relative to average drawdown | — | 8.63 | — |
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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=X | VWINX | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | 0.00% | -0.28% | +0.28% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -2.63% | +2.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.00% | 1.11% | -1.11% |
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 1.55%. 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=X | VWINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 1.55% | -1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 0.00% | 3.93% | -3.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.00% | 5.19% | -5.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.00% | 6.99% | -6.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.00% | 6.92% | -6.92% |
Frequently Asked Questions
VWINX has higher volatility (1.55%) 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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