VCORX vs. VWIAX

In the year-to-date period, VCORX achieves a 2.39% return, which is significantly lower than VWIAX's 3.05% return.

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VCORX has a 0.20% expense ratio, which is higher than VWIAX's 0.16% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Core Bond Fund Investor Shares (VCORX) 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.

The current VCORX Sharpe Ratio is 1.14, which is comparable to the VWIAX Sharpe Ratio of 1.15. The chart below compares the historical Sharpe Ratios of VCORX and VWIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VCORX's dividend yield for the trailing twelve months is around 4.64%, less than VWIAX's 6.63% yield.

The maximum VCORX drawdown since its inception was -19.06%, smaller than the maximum VWIAX drawdown of -21.64%. Use the drawdown chart below to compare losses from any high point for VCORX and VWIAX.

The current volatility for Vanguard Core Bond Fund Investor Shares (VCORX) is 1.41%, while Vanguard Wellesley Income Fund Admiral Shares (VWIAX) has a volatility of 2.03%. This indicates that VCORX experiences smaller price fluctuations and is considered to be less risky than VWIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.