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Nasdaq - Delayed Quote USD

Vanguard Global Wellesley Income Inv (VGWIX)

22.30
0.00
(0.00%)
At close: 8:02:19 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.35%
5y Average Return 5.91%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 5, 2025) 13.81%
Worst 1Y Total Return (May 5, 2025) --
Best 3Y Total Return 13.81%
Worst 3Y Total Return 1.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VGWIX
Category
YTD
3.46%
8.60%
1-Month
0.34%
0.11%
3-Month
3.46%
4.82%
1-Year
7.80%
25.33%
3-Year
4.12%
8.02%
5-Year
6.53%
8.06%
10-Year
0.00%
6.03%
Last Bull Market
8.64%
13.54%
Last Bear Market
-6.23%
-13.20%

Annual Total Return (%) History

Year
VGWIX
Category
2025
--
--
2024
6.04%
--
2023
8.78%
--
2022
-8.14%
--
2021
6.42%
--
2020
5.41%
6.18%
2019
13.81%
16.10%
2018
-4.38%
-8.26%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.46% -- -- --
2024 1.77% 0.70% 6.48% -2.83%
2023 3.00% 0.68% -2.52% 7.61%
2022 -2.89% -6.23% -6.43% 7.82%
2021 1.19% 2.91% -0.20% 2.39%
2020 -10.39% 8.09% 1.95% 6.75%
2019 5.96% 3.05% 1.61% 2.58%
2018 -1.34% -0.38% 1.47% -4.13%

Rank in Category (By Total Return)

YTD 34
1-Month 25
3-Month 34
1-Year 24
3-Year 40
5-Year 90

Load Adjusted Returns

1-Year 7.80%
3-Year 4.12%
5-Year 6.53%
10-Year --

Performance & Risk

YTD Return 4.35%
5y Average Return 5.91%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Fund Overview

Category World Allocation
Fund Family Vanguard
Net Assets 558.97M
YTD Return 3.46%
Yield 3.69%
Morningstar Rating
Inception Date Nov 02, 2017

Fund Summary

The fund invests approximately 60% to 70% of its assets in U.S. and foreign investment-grade fixed income securities that the advisor believes will generate a moderate level of current income, including corporate, government, and government agency bonds, as well as mortgage-backed securities. It may also invest in local currency bonds.

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