VWIAX vs. BERIX
Compare and contrast key facts about Vanguard Wellesley Income Fund Admiral Shares (VWIAX) and Chartwell Income Fund (BERIX).
VWIAX is managed by Vanguard. It was launched on May 14, 2001. BERIX is managed by Carillon Family of Funds. It was launched on Sep 2, 1987.
Performance
VWIAX vs. BERIX - Performance Comparison
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VWIAX vs. BERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWIAX Vanguard Wellesley Income Fund Admiral Shares | -0.44% | 11.08% | 5.92% | 7.07% | -9.04% | 8.55% | 8.52% | 16.47% | -2.49% | 9.37% |
BERIX Chartwell Income Fund | 3.53% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
Returns By Period
In the year-to-date period, VWIAX achieves a -0.44% return, which is significantly lower than BERIX's 3.53% return. Over the past 10 years, VWIAX has outperformed BERIX with an annualized return of 5.67%, while BERIX has yielded a comparatively lower 4.99% annualized return.
VWIAX
- 1D
- 0.36%
- 1M
- -3.81%
- YTD
- -0.44%
- 6M
- 1.50%
- 1Y
- 7.50%
- 3Y*
- 7.37%
- 5Y*
- 4.16%
- 10Y*
- 5.67%
BERIX
- 1D
- 0.20%
- 1M
- -1.25%
- YTD
- 3.53%
- 6M
- 6.19%
- 1Y
- 13.23%
- 3Y*
- 9.06%
- 5Y*
- 4.94%
- 10Y*
- 4.99%
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VWIAX vs. BERIX - Expense Ratio Comparison
VWIAX has a 0.16% expense ratio, which is lower than BERIX's 0.64% expense ratio.
Return for Risk
VWIAX vs. BERIX — Risk / Return Rank
VWIAX
BERIX
VWIAX vs. BERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellesley Income Fund Admiral Shares (VWIAX) and Chartwell Income Fund (BERIX). 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.
| VWIAX | BERIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 2.54 | -1.34 |
Sortino ratioReturn per unit of downside risk | 1.69 | 3.26 | -1.57 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.52 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 4.62 | -3.02 |
Martin ratioReturn relative to average drawdown | 6.38 | 17.20 | -10.83 |
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
| VWIAX | BERIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 2.54 | -1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.84 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.84 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 1.07 | -0.15 |
Correlation
The correlation between VWIAX and BERIX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VWIAX vs. BERIX - Dividend Comparison
VWIAX's dividend yield for the trailing twelve months is around 8.07%, more than BERIX's 3.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 8.07% | 7.93% | 6.69% | 4.80% | 7.75% | 6.11% | 4.37% | 4.00% | 7.64% | 3.25% | 4.07% | 5.66% |
BERIX Chartwell Income Fund | 3.58% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
Drawdowns
VWIAX vs. BERIX - Drawdown Comparison
The maximum VWIAX drawdown since its inception was -21.64%, which is greater than BERIX's maximum drawdown of -20.34%. Use the drawdown chart below to compare losses from any high point for VWIAX and BERIX.
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Drawdown Indicators
| VWIAX | BERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.64% | -20.34% | -1.30% |
Max Drawdown (1Y)Largest decline over 1 year | -5.00% | -2.95% | -2.05% |
Max Drawdown (5Y)Largest decline over 5 years | -15.26% | -15.73% | +0.47% |
Max Drawdown (10Y)Largest decline over 10 years | -17.41% | -20.34% | +2.93% |
Current DrawdownCurrent decline from peak | -3.81% | -1.25% | -2.56% |
Average DrawdownAverage peak-to-trough decline | -2.23% | -2.60% | +0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.26% | 0.79% | +0.47% |
Volatility
VWIAX vs. BERIX - Volatility Comparison
Vanguard Wellesley Income Fund Admiral Shares (VWIAX) has a higher volatility of 2.08% compared to Chartwell Income Fund (BERIX) at 1.47%. This indicates that VWIAX's price experiences larger fluctuations and is considered to be riskier than BERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWIAX | BERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.08% | 1.47% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 3.69% | 4.28% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.69% | 5.38% | +1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.95% | 5.94% | +1.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.90% | 6.00% | +0.90% |