VWINX vs. USD=X
VWINX (Vanguard Wellesley Income Fund Investor Shares) is Diversified Portfolio fund actively managed by Vanguard, while USD=X (USD Cash) is a currency. Over the past 10 years, VWINX returned 5.79%/yr vs 0.00%/yr for USD=X.
Performance
VWINX vs. USD=X - Performance Comparison
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Returns By Period
VWINX
- 1D
- 0.15%
- 1M
- 0.39%
- YTD
- 3.40%
- 6M
- 3.53%
- 1Y
- 10.98%
- 3Y*
- 8.88%
- 5Y*
- 4.02%
- 10Y*
- 5.79%
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
VWINX vs. USD=X - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWINX Vanguard Wellesley Income Fund Investor Shares | 3.40% | 10.98% | 5.86% | 6.99% | -9.09% | 8.48% | 8.44% | 16.39% | -2.54% | 9.29% |
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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Return for Risk
VWINX vs. USD=X — Risk / Return Rank
VWINX
USD=X
VWINX vs. USD=X - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellesley Income Fund Investor Shares (VWINX) and USD Cash (USD=X). 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.
| VWINX | USD=X | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.39 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | — | — |
| Martin ratioReturn relative to average drawdown | 9.82 | — | — |
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
| VWINX | USD=X | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.13 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | — | — |
Drawdowns
VWINX vs. USD=X - Drawdown Comparison
The maximum VWINX drawdown since its inception was -21.72%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for VWINX and USD=X.
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Drawdown Indicators
| VWINX | USD=X | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.72% | 0.00% | -21.72% |
Max Drawdown (1Y)Largest decline over 1 year | -4.16% | 0.00% | -4.16% |
Max Drawdown (3Y)Largest decline over 3 years | -6.98% | 0.00% | -6.98% |
Max Drawdown (5Y)Largest decline over 5 years | -15.30% | 0.00% | -15.30% |
Max Drawdown (10Y)Largest decline over 10 years | -17.43% | 0.00% | -17.43% |
Current DrawdownCurrent decline from peak | -0.15% | 0.00% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -2.63% | 0.00% | -2.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.10% | 0.00% | +1.10% |
Volatility
VWINX vs. USD=X - Volatility Comparison
Vanguard Wellesley Income Fund Investor Shares (VWINX) has a higher volatility of 1.59% compared to USD Cash (USD=X) at 0.00%. This indicates that VWINX's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWINX | USD=X | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.59% | 0.00% | +1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 3.85% | 0.00% | +3.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.10% | 0.00% | +5.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.97% | 0.00% | +6.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.92% | 0.00% | +6.92% |
Frequently Asked Questions
VWINX has higher volatility (1.59%) compared to USD=X (0.00%). In terms of maximum drawdown, VWINX dropped -21.72% vs USD=X's 0.00%.
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