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VGYAX vs. BND
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VGYAX vs. BND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX) and Vanguard Total Bond Market ETF (BND). The values are adjusted to include any dividend payments, if applicable.

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VGYAX vs. BND - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VGYAX
Vanguard Global Wellesley Income Fund Admiral Shares
0.52%13.31%6.15%8.95%-8.06%6.58%5.52%13.92%-4.31%0.98%
BND
Vanguard Total Bond Market ETF
0.05%7.08%1.38%5.65%-13.11%-1.86%7.71%8.84%-0.12%0.34%

Returns By Period

In the year-to-date period, VGYAX achieves a 0.52% return, which is significantly higher than BND's 0.05% return.


VGYAX

1D
0.38%
1M
-4.12%
YTD
0.52%
6M
3.60%
1Y
10.05%
3Y*
8.54%
5Y*
4.98%
10Y*

BND

1D
0.22%
1M
-1.74%
YTD
0.05%
6M
0.95%
1Y
4.24%
3Y*
3.59%
5Y*
0.24%
10Y*
1.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VGYAX vs. BND - Expense Ratio Comparison

VGYAX has a 0.28% expense ratio, which is higher than BND's 0.03% expense ratio.


Return for Risk

VGYAX vs. BND — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VGYAX
VGYAX Risk / Return Rank: 8787
Overall Rank
VGYAX Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
VGYAX Sortino Ratio Rank: 8787
Sortino Ratio Rank
VGYAX Omega Ratio Rank: 8686
Omega Ratio Rank
VGYAX Calmar Ratio Rank: 8787
Calmar Ratio Rank
VGYAX Martin Ratio Rank: 8686
Martin Ratio Rank

BND
BND Risk / Return Rank: 5959
Overall Rank
BND Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
BND Sortino Ratio Rank: 5858
Sortino Ratio Rank
BND Omega Ratio Rank: 4949
Omega Ratio Rank
BND Calmar Ratio Rank: 7474
Calmar Ratio Rank
BND Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VGYAX vs. BND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX) and Vanguard Total Bond Market ETF (BND). 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.


VGYAXBNDDifference

Sharpe ratio

Return per unit of total volatility

1.75

0.99

+0.76

Sortino ratio

Return per unit of downside risk

2.35

1.41

+0.94

Omega ratio

Gain probability vs. loss probability

1.35

1.18

+0.18

Calmar ratio

Return relative to maximum drawdown

2.25

1.81

+0.44

Martin ratio

Return relative to average drawdown

9.08

4.98

+4.11

VGYAX vs. BND - Sharpe Ratio Comparison

The current VGYAX Sharpe Ratio is 1.75, which is higher than the BND Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of VGYAX and BND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VGYAXBNDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.75

0.99

+0.76

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.81

0.04

+0.77

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.73

0.59

+0.14

Correlation

The correlation between VGYAX and BND is 0.43, 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

VGYAX vs. BND - Dividend Comparison

VGYAX's dividend yield for the trailing twelve months is around 4.06%, more than BND's 3.91% yield.


TTM20252024202320222021202020192018201720162015
VGYAX
Vanguard Global Wellesley Income Fund Admiral Shares
4.06%4.01%3.90%3.15%1.54%2.40%1.99%2.26%4.36%0.30%0.00%0.00%
BND
Vanguard Total Bond Market ETF
3.91%3.86%3.67%3.09%2.60%2.12%2.38%2.72%2.81%2.54%2.51%2.57%

Drawdowns

VGYAX vs. BND - Drawdown Comparison

The maximum VGYAX drawdown since its inception was -17.71%, roughly equal to the maximum BND drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for VGYAX and BND.


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Drawdown Indicators


VGYAXBNDDifference

Max Drawdown

Largest peak-to-trough decline

-17.71%

-18.58%

+0.87%

Max Drawdown (1Y)

Largest decline over 1 year

-4.55%

-2.44%

-2.11%

Max Drawdown (5Y)

Largest decline over 5 years

-15.89%

-17.91%

+2.02%

Max Drawdown (10Y)

Largest decline over 10 years

-18.58%

Current Drawdown

Current decline from peak

-4.12%

-2.58%

-1.54%

Average Drawdown

Average peak-to-trough decline

-2.68%

-3.07%

+0.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.13%

0.89%

+0.24%

Volatility

VGYAX vs. BND - Volatility Comparison

Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX) has a higher volatility of 2.50% compared to Vanguard Total Bond Market ETF (BND) at 1.63%. This indicates that VGYAX's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VGYAXBNDDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.50%

1.63%

+0.87%

Volatility (6M)

Calculated over the trailing 6-month period

3.63%

2.52%

+1.11%

Volatility (1Y)

Calculated over the trailing 1-year period

5.87%

4.30%

+1.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.19%

6.00%

+0.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.80%

5.52%

+1.28%