VGWIX vs. CONWX
Compare and contrast key facts about Vanguard Global Wellesley Income Fund Investor Shares (VGWIX) and Concorde Wealth Management Fund (CONWX).
VGWIX is managed by Vanguard. It was launched on Nov 2, 2017. CONWX is managed by BlackRock. It was launched on Dec 3, 1987.
Performance
VGWIX vs. CONWX - Performance Comparison
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VGWIX vs. CONWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGWIX Vanguard Global Wellesley Income Fund Investor Shares | 0.48% | 13.18% | 6.02% | 8.78% | -8.15% | 6.41% | 5.41% | 13.82% | -4.38% | 0.94% |
CONWX Concorde Wealth Management Fund | 8.18% | 11.95% | 13.58% | 0.20% | -2.51% | 19.73% | 8.76% | 16.84% | -1.95% | 1.86% |
Returns By Period
In the year-to-date period, VGWIX achieves a 0.48% return, which is significantly lower than CONWX's 8.18% return.
VGWIX
- 1D
- 0.39%
- 1M
- -4.14%
- YTD
- 0.48%
- 6M
- 3.54%
- 1Y
- 9.92%
- 3Y*
- 8.39%
- 5Y*
- 4.84%
- 10Y*
- —
CONWX
- 1D
- -0.62%
- 1M
- -1.70%
- YTD
- 8.18%
- 6M
- 11.51%
- 1Y
- 17.28%
- 3Y*
- 12.45%
- 5Y*
- 7.53%
- 10Y*
- 8.62%
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VGWIX vs. CONWX - Expense Ratio Comparison
VGWIX has a 0.41% expense ratio, which is lower than CONWX's 1.41% expense ratio.
Return for Risk
VGWIX vs. CONWX — Risk / Return Rank
VGWIX
CONWX
VGWIX vs. CONWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Wellesley Income Fund Investor Shares (VGWIX) and Concorde Wealth Management Fund (CONWX). 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.
| VGWIX | CONWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.72 | 1.70 | +0.02 |
Sortino ratioReturn per unit of downside risk | 2.32 | 2.36 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.37 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.21 | 1.99 | +0.21 |
Martin ratioReturn relative to average drawdown | 8.95 | 11.30 | -2.35 |
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
| VGWIX | CONWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.72 | 1.70 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.74 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.78 | -0.08 |
Correlation
The correlation between VGWIX and CONWX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VGWIX vs. CONWX - Dividend Comparison
VGWIX's dividend yield for the trailing twelve months is around 3.93%, more than CONWX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGWIX Vanguard Global Wellesley Income Fund Investor Shares | 3.93% | 3.88% | 3.77% | 3.03% | 1.41% | 2.27% | 1.89% | 2.17% | 4.25% | 0.29% |
CONWX Concorde Wealth Management Fund | 3.41% | 3.69% | 10.55% | 2.16% | 7.85% | 3.63% | 3.86% | 2.16% | 5.09% | 2.48% |
Drawdowns
VGWIX vs. CONWX - Drawdown Comparison
The maximum VGWIX drawdown since its inception was -17.74%, smaller than the maximum CONWX drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for VGWIX and CONWX.
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Drawdown Indicators
| VGWIX | CONWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.74% | -26.09% | +8.35% |
Max Drawdown (1Y)Largest decline over 1 year | -4.59% | -8.60% | +4.01% |
Max Drawdown (5Y)Largest decline over 5 years | -15.95% | -12.49% | -3.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.09% | — |
Current DrawdownCurrent decline from peak | -4.14% | -2.03% | -2.11% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -2.78% | +0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.13% | 1.52% | -0.39% |
Volatility
VGWIX vs. CONWX - Volatility Comparison
Vanguard Global Wellesley Income Fund Investor Shares (VGWIX) has a higher volatility of 2.52% compared to Concorde Wealth Management Fund (CONWX) at 2.12%. This indicates that VGWIX's price experiences larger fluctuations and is considered to be riskier than CONWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGWIX | CONWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.52% | 2.12% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 3.66% | 5.43% | -1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.89% | 10.70% | -4.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.19% | 10.26% | -4.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.81% | 11.15% | -4.34% |