VWELX vs. TPDAX
Compare and contrast key facts about Vanguard Wellington Fund Investor Shares (VWELX) and Timothy Plan Defensive Strategies Fund (TPDAX).
VWELX is managed by Vanguard. It was launched on Jul 1, 1929. TPDAX is managed by Timothy Plan. It was launched on Nov 3, 2009.
Performance
VWELX vs. TPDAX - Performance Comparison
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VWELX vs. TPDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWELX Vanguard Wellington Fund Investor Shares | -2.83% | 16.54% | 14.73% | 14.29% | -14.36% | 18.99% | 10.57% | 22.51% | -3.43% | 13.98% |
TPDAX Timothy Plan Defensive Strategies Fund | 9.90% | 23.97% | 5.29% | 7.71% | -5.63% | 12.15% | 8.83% | 13.77% | -7.24% | 4.14% |
Returns By Period
In the year-to-date period, VWELX achieves a -2.83% return, which is significantly lower than TPDAX's 9.90% return. Over the past 10 years, VWELX has outperformed TPDAX with an annualized return of 9.38%, while TPDAX has yielded a comparatively lower 7.34% annualized return.
VWELX
- 1D
- 0.54%
- 1M
- -2.74%
- YTD
- -2.83%
- 6M
- 0.05%
- 1Y
- 14.29%
- 3Y*
- 12.85%
- 5Y*
- 7.69%
- 10Y*
- 9.38%
TPDAX
- 1D
- 0.54%
- 1M
- -2.41%
- YTD
- 9.90%
- 6M
- 15.06%
- 1Y
- 26.69%
- 3Y*
- 14.57%
- 5Y*
- 9.82%
- 10Y*
- 7.34%
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VWELX vs. TPDAX - Expense Ratio Comparison
VWELX has a 0.24% expense ratio, which is lower than TPDAX's 1.37% expense ratio.
Return for Risk
VWELX vs. TPDAX — Risk / Return Rank
VWELX
TPDAX
VWELX vs. TPDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington Fund Investor Shares (VWELX) and Timothy Plan Defensive Strategies Fund (TPDAX). 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.
| VWELX | TPDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 2.21 | -0.96 |
Sortino ratioReturn per unit of downside risk | 1.83 | 2.86 | -1.03 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.42 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 3.60 | -1.71 |
Martin ratioReturn relative to average drawdown | 8.42 | 13.48 | -5.06 |
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
| VWELX | TPDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 2.21 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.97 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.75 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.60 | +0.23 |
Correlation
The correlation between VWELX and TPDAX is 0.63, 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
VWELX vs. TPDAX - Dividend Comparison
VWELX's dividend yield for the trailing twelve months is around 11.86%, more than TPDAX's 0.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWELX Vanguard Wellington Fund Investor Shares | 11.86% | 11.46% | 10.76% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 5.82% | 4.44% | 7.03% |
TPDAX Timothy Plan Defensive Strategies Fund | 0.73% | 0.80% | 2.76% | 2.35% | 4.48% | 0.50% | 0.00% | 2.89% | 2.69% | 0.13% | 0.33% | 0.00% |
Drawdowns
VWELX vs. TPDAX - Drawdown Comparison
The maximum VWELX drawdown since its inception was -36.12%, which is greater than TPDAX's maximum drawdown of -22.29%. Use the drawdown chart below to compare losses from any high point for VWELX and TPDAX.
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Drawdown Indicators
| VWELX | TPDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.12% | -22.29% | -13.83% |
Max Drawdown (1Y)Largest decline over 1 year | -6.78% | -7.58% | +0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -20.88% | -17.58% | -3.30% |
Max Drawdown (10Y)Largest decline over 10 years | -25.33% | -22.29% | -3.04% |
Current DrawdownCurrent decline from peak | -4.39% | -4.46% | +0.07% |
Average DrawdownAverage peak-to-trough decline | -3.93% | -4.94% | +1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 2.03% | -0.23% |
Volatility
VWELX vs. TPDAX - Volatility Comparison
Vanguard Wellington Fund Investor Shares (VWELX) and Timothy Plan Defensive Strategies Fund (TPDAX) have volatilities of 4.10% and 3.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWELX | TPDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | 3.99% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 6.68% | 9.86% | -3.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.89% | 12.30% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.11% | 10.14% | +0.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.50% | 9.87% | +1.63% |