VGYAX vs. WWWEX
Compare and contrast key facts about Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX) and Kinetics The Global Fund (WWWEX).
VGYAX is managed by Vanguard. It was launched on Nov 2, 2017. WWWEX is managed by Kinetics. It was launched on Dec 30, 1999.
Performance
VGYAX vs. WWWEX - Performance Comparison
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Returns By Period
In the year-to-date period, VGYAX achieves a 1.83% return, which is significantly lower than WWWEX's 5.67% return.
VGYAX
- 1D
- 0.10%
- 1M
- -0.81%
- YTD
- 1.83%
- 6M
- 4.51%
- 1Y
- 14.13%
- 3Y*
- 8.79%
- 5Y*
- 5.14%
- 10Y*
- —
WWWEX
- 1D
- 0.12%
- 1M
- -7.22%
- YTD
- 5.67%
- 6M
- -3.30%
- 1Y
- 12.81%
- 3Y*
- 28.07%
- 5Y*
- 11.70%
- 10Y*
- 16.12%
VGYAX vs. WWWEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGYAX Vanguard Global Wellesley Income Fund Admiral Shares | 1.83% | 13.31% | 6.15% | 8.95% | -8.06% | 6.58% | 5.52% | 13.92% | -4.31% | 0.98% |
WWWEX Kinetics The Global Fund | 5.67% | 2.89% | 72.15% | 11.83% | -6.45% | 16.29% | 25.00% | 21.61% | -23.57% | 21.52% |
Correlation
The correlation between VGYAX and WWWEX is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners. Combining low-correlation assets is one of the most reliable ways to reduce portfolio risk without sacrificing expected returns.
VGYAX vs. WWWEX - Expense Ratio Comparison
VGYAX has a 0.28% expense ratio, which is lower than WWWEX's 1.39% expense ratio.
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Return for Risk
VGYAX vs. WWWEX — Risk / Return Rank
VGYAX
WWWEX
VGYAX vs. WWWEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX) and Kinetics The Global Fund (WWWEX). 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.
| VGYAX | WWWEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 0.21 | +1.69 |
Sortino ratioReturn per unit of downside risk | 2.57 | 0.42 | +2.15 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.05 | +0.33 |
Calmar ratioReturn relative to maximum drawdown | 2.50 | 0.41 | +2.09 |
Martin ratioReturn relative to average drawdown | 9.66 | 1.01 | +8.65 |
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
| VGYAX | WWWEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 0.21 | +1.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.59 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.24 | +0.51 |
Drawdowns
VGYAX vs. WWWEX - Drawdown Comparison
The maximum VGYAX drawdown since its inception was -17.71%, smaller than the maximum WWWEX drawdown of -82.60%. Use the drawdown chart below to compare losses from any high point for VGYAX and WWWEX.
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Drawdown Indicators
| VGYAX | WWWEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.71% | -82.60% | +64.89% |
Max Drawdown (1Y)Largest decline over 1 year | -4.55% | -12.14% | +7.59% |
Max Drawdown (5Y)Largest decline over 5 years | -15.89% | -26.94% | +11.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.00% | — |
Current DrawdownCurrent decline from peak | -2.88% | -8.86% | +5.98% |
Average DrawdownAverage peak-to-trough decline | -2.68% | -41.53% | +38.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.18% | 4.94% | -3.76% |
Volatility
VGYAX vs. WWWEX - Volatility Comparison
The current volatility for Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX) is 2.58%, while Kinetics The Global Fund (WWWEX) has a volatility of 5.15%. This indicates that VGYAX experiences smaller price fluctuations and is considered to be less risky than WWWEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGYAX | WWWEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.58% | 5.15% | -2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 3.73% | 14.21% | -10.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.93% | 18.33% | -12.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.20% | 19.90% | -13.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.80% | 19.12% | -12.32% |
Dividends
VGYAX vs. WWWEX - Dividend Comparison
VGYAX's dividend yield for the trailing twelve months is around 4.01%, more than WWWEX's 2.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGYAX Vanguard Global Wellesley Income Fund Admiral Shares | 4.01% | 4.01% | 3.90% | 3.15% | 1.54% | 2.40% | 1.99% | 2.26% | 4.36% | 0.30% | 0.00% | 0.00% |
WWWEX Kinetics The Global Fund | 2.44% | 2.58% | 0.98% | 2.50% | 1.47% | 3.50% | 0.00% | 0.00% | 0.08% | 9.04% | 0.40% | 0.06% |