VWELX vs. KR
VWELX (Vanguard Wellington Fund Investor Shares) is Diversified Portfolio fund actively managed by Vanguard, while KR (The Kroger Co.) is a stock. Over the past 10 years, VWELX returned 9.74%/yr vs 7.14%/yr for KR. At a 0.32 correlation, their price movements are largely independent.
Performance
VWELX vs. KR - Performance Comparison
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Returns By Period
In the year-to-date period, VWELX achieves a 5.15% return, which is significantly higher than KR's -5.63% return. Over the past 10 years, VWELX has outperformed KR with an annualized return of 9.74%, while KR has yielded a comparatively lower 7.14% annualized return.
VWELX
- 1D
- -0.77%
- 1M
- -1.29%
- 6M
- 4.49%
- YTD
- 5.15%
- 1Y
- 14.17%
- 3Y*
- 13.78%
- 5Y*
- 8.11%
- 10Y*
- 9.74%
- ALL TIME*
- 9.39%
KR
- 1D
- -0.78%
- 1M
- 3.09%
- 6M
- -6.69%
- YTD
- -5.63%
- 1Y
- -16.55%
- 3Y*
- 9.12%
- 5Y*
- 10.11%
- 10Y*
- 7.14%
- ALL TIME*
- 11.14%
VWELX vs. KR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWELX Vanguard Wellington Fund Investor Shares | 5.15% | 16.54% | 14.73% | 14.29% | -14.36% | 18.99% | 10.57% | 22.51% | -3.43% | 13.98% |
KR The Kroger Co. | -5.63% | 4.25% | 36.91% | 4.99% | 0.44% | 45.41% | 11.90% | 7.90% | 2.08% | -18.97% |
Correlation
The correlation between VWELX and KR is -0.32, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.03 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1980 | 0.32 |
The correlation between VWELX and KR shifts across timeframes, from -0.32 (1 year) to 0.32 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VWELX vs. KR — Risk / Return Rank
VWELX
KR
VWELX vs. KR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington Fund Investor Shares (VWELX) and The Kroger Co. (KR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VWELX | KR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.18 | ||
| Sortino ratioReturn per unit of downside risk | +2.92 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 0.92 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | -0.63 | +2.76 |
| Martin ratioReturn relative to average drawdown | 9.34 | -1.36 | +10.70 |
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Drawdowns
VWELX vs. KR - Drawdown Comparison
The maximum VWELX drawdown since its inception was -36.12%, smaller than the maximum KR drawdown of -66.81%. Use the drawdown chart below to compare losses from any high point for VWELX and KR.
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Drawdown Indicators
| VWELX | KR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.12% | -66.81% | +30.69% |
Max Drawdown (1Y)Largest decline over 1 year | -6.78% | -26.16% | +19.38% |
Max Drawdown (3Y)Largest decline over 3 years | -11.98% | -26.16% | +14.18% |
Max Drawdown (5Y)Largest decline over 5 years | -20.88% | -31.07% | +10.19% |
Max Drawdown (10Y)Largest decline over 10 years | -25.33% | -44.13% | +18.80% |
Current DrawdownCurrent decline from peak | -1.83% | -22.40% | +20.57% |
Average DrawdownAverage peak-to-trough decline | -3.92% | -22.44% | +18.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.54% | 12.18% | -10.64% |
Volatility
VWELX vs. KR - Volatility Comparison
The current volatility for Vanguard Wellington Fund Investor Shares (VWELX) is 2.58%, while The Kroger Co. (KR) has a volatility of 12.65%. This indicates that VWELX experiences smaller price fluctuations and is considered to be less risky than KR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWELX | KR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.58% | 12.65% | -10.07% |
Volatility (6M)Calculated over the trailing 6-month period | 7.52% | 22.82% | -15.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.07% | 28.07% | -19.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.24% | 27.23% | -15.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.53% | 29.16% | -17.63% |
Dividends
VWELX vs. KR - Dividend Comparison
VWELX's dividend yield for the trailing twelve months is around 11.00%, more than KR's 2.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KR The Kroger Co. | 2.40% | 2.14% | 2.00% | 2.41% | 2.11% | 1.72% | 2.14% | 2.07% | 1.93% | 1.79% | 1.30% | 0.94% |
VWELX Vanguard Wellington Fund Investor Shares | 11.00% | 11.46% | 10.76% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 5.82% | 4.44% | 7.03% |
Frequently Asked Questions
VWELX and KR have a correlation of -0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KR has higher volatility (12.65%) compared to VWELX (2.58%). In terms of maximum drawdown, VWELX dropped -36.12% vs KR's -66.81%.
VWELX currently has the higher Sharpe Ratio (1.59 vs -0.59), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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