VWELX vs. VTHRX

In the year-to-date period, VWELX achieves a 1.57% return, which is significantly lower than VTHRX's 3.59% return. Over the past 10 years, VWELX has underperformed VTHRX with an annualized return of 3.62%, while VTHRX has yielded a comparatively higher 6.81% annualized return.

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VWELX has a 0.24% expense ratio, which is higher than VTHRX's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington Fund Investor Shares (VWELX) and Vanguard Target Retirement 2030 Fund (VTHRX). 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.

The current VWELX Sharpe Ratio is 0.12, which is lower than the VTHRX Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of VWELX and VTHRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VWELX's dividend yield for the trailing twelve months is around 2.29%, less than VTHRX's 2.64% yield.

The maximum VWELX drawdown since its inception was -38.77%, smaller than the maximum VTHRX drawdown of -49.57%. Use the drawdown chart below to compare losses from any high point for VWELX and VTHRX. For additional features, visit the drawdowns tool.

Vanguard Wellington Fund Investor Shares (VWELX) has a higher volatility of 3.93% compared to Vanguard Target Retirement 2030 Fund (VTHRX) at 2.78%. This indicates that VWELX's price experiences larger fluctuations and is considered to be riskier than VTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.