But Wellington never did (and definitely now doesn't) have the same income focus in its equities. Wellesley's equities would be more of an Equity Income comparison, no? And wouldn't the bond comparison, at least historically, be IT Investment Grade (or if you want an index, an IT Corporate fund?)3. If you compare apples to apples wellington has 65% stock, compare this to 65% veipx and 35% intermediate treasury index fund and you see Wellington had the higher sharpe and sortino ratio compared with 65% veipx:
Statistics: Posted by tibbitts — Sat Feb 01, 2025 10:20 pm — Replies 11 — Views 565