VFORX vs. VWIAX

In the year-to-date period, VFORX achieves a 3.70% return, which is significantly higher than VWIAX's 1.89% return. Over the past 10 years, VFORX has outperformed VWIAX with an annualized return of 5.92%, while VWIAX has yielded a comparatively lower 5.30% annualized return.

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VFORX has a 0.08% expense ratio, which is lower than VWIAX's 0.16% expense ratio. Despite the difference, 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 Target Retirement 2040 Fund (VFORX) 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 VFORX Sharpe Ratio is 0.78, which is comparable to the VWIAX Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of VFORX 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.

VFORX's dividend yield for the trailing twelve months is around 2.56%, less than VWIAX's 6.70% yield.

The maximum VFORX drawdown since its inception was -51.63%, which is greater than VWIAX's maximum drawdown of -21.64%. Use the drawdown chart below to compare losses from any high point for VFORX and VWIAX.

Vanguard Target Retirement 2040 Fund (VFORX) has a higher volatility of 2.50% compared to Vanguard Wellesley Income Fund Admiral Shares (VWIAX) at 1.76%. This indicates that VFORX's price experiences larger fluctuations and is considered to be riskier than VWIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.