VFFIX vs. VWIAX
Compare and contrast key facts about Victory INCORE Fund for Income Class I (VFFIX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
VFFIX is managed by Victory. VWIAX is managed by Vanguard. It was launched on May 14, 2001.
Performance
VFFIX vs. VWIAX - Performance Comparison
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VFFIX vs. VWIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFFIX Victory INCORE Fund for Income Class I | 0.26% | 4.51% | 4.48% | 4.14% | -5.23% | -1.60% | 3.05% | 4.14% | 1.24% | 0.67% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 0.28% | 11.08% | 5.92% | 7.07% | -9.04% | 8.55% | 8.52% | 16.47% | -2.49% | 9.37% |
Returns By Period
In the year-to-date period, VFFIX achieves a 0.26% return, which is significantly lower than VWIAX's 0.28% return. Over the past 10 years, VFFIX has underperformed VWIAX with an annualized return of 1.42%, while VWIAX has yielded a comparatively higher 5.75% annualized return.
VFFIX
- 1D
- 0.15%
- 1M
- -0.42%
- YTD
- 0.26%
- 6M
- 1.11%
- 1Y
- 3.66%
- 3Y*
- 3.93%
- 5Y*
- 1.27%
- 10Y*
- 1.42%
VWIAX
- 1D
- 0.72%
- 1M
- -2.79%
- YTD
- 0.28%
- 6M
- 1.95%
- 1Y
- 8.21%
- 3Y*
- 7.63%
- 5Y*
- 4.20%
- 10Y*
- 5.75%
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VFFIX vs. VWIAX - Expense Ratio Comparison
VFFIX has a 0.64% expense ratio, which is higher than VWIAX's 0.16% expense ratio.
Return for Risk
VFFIX vs. VWIAX — Risk / Return Rank
VFFIX
VWIAX
VFFIX vs. VWIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory INCORE Fund for Income Class I (VFFIX) 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.
| VFFIX | VWIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.02 | 1.24 | +0.78 |
Sortino ratioReturn per unit of downside risk | 3.19 | 1.75 | +1.44 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.25 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 3.80 | 1.75 | +2.04 |
Martin ratioReturn relative to average drawdown | 13.56 | 6.90 | +6.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VFFIX | VWIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.02 | 1.24 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.61 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.84 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.92 | -0.28 |
Correlation
The correlation between VFFIX and VWIAX is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
VFFIX vs. VWIAX - Dividend Comparison
VFFIX's dividend yield for the trailing twelve months is around 5.26%, less than VWIAX's 8.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFFIX Victory INCORE Fund for Income Class I | 5.26% | 4.43% | 5.60% | 5.67% | 5.68% | 5.15% | 4.89% | 5.41% | 5.87% | 5.50% | 5.51% | 5.37% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 8.01% | 7.93% | 6.69% | 4.80% | 7.75% | 6.11% | 4.37% | 4.00% | 7.64% | 3.25% | 4.07% | 5.66% |
Drawdowns
VFFIX vs. VWIAX - Drawdown Comparison
The maximum VFFIX drawdown since its inception was -8.60%, smaller than the maximum VWIAX drawdown of -21.64%. Use the drawdown chart below to compare losses from any high point for VFFIX and VWIAX.
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Drawdown Indicators
| VFFIX | VWIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.60% | -21.64% | +13.04% |
Max Drawdown (1Y)Largest decline over 1 year | -1.00% | -5.00% | +4.00% |
Max Drawdown (5Y)Largest decline over 5 years | -8.04% | -15.26% | +7.22% |
Max Drawdown (10Y)Largest decline over 10 years | -8.60% | -17.41% | +8.81% |
Current DrawdownCurrent decline from peak | -0.56% | -3.11% | +2.55% |
Average DrawdownAverage peak-to-trough decline | -1.47% | -2.23% | +0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.28% | 1.27% | -0.99% |
Volatility
VFFIX vs. VWIAX - Volatility Comparison
The current volatility for Victory INCORE Fund for Income Class I (VFFIX) is 0.69%, while Vanguard Wellesley Income Fund Admiral Shares (VWIAX) has a volatility of 2.26%. This indicates that VFFIX 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.
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Volatility by Period
| VFFIX | VWIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.69% | 2.26% | -1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 1.14% | 3.75% | -2.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.89% | 6.71% | -4.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.51% | 6.96% | -4.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.25% | 6.90% | -4.65% |