Nasdaq - Delayed Quote USD
Vanguard Global Wellesley Income Inv (VGWIX)
22.30
0.00
(0.00%)
At close: 8:02:19 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 13.81% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| VGWIX | Category Average | VGWIX | Category Average | VGWIX | Category Average | |
| Alpha | -0.07 | -0.04 | -0.54 | -0.03 | -- | -0.03 |
| BETA | 0.72 | 0.01 | 0.7 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.37 | 0.01 | 0.56 | 0.01 | -- | 0.01 |
| R-squared | 92.26 | 0.89 | 91.96 | 0.89 | -- | 0.89 |
| Standard Deviation | 9.49 | 0.13 | 8.53 | 0.11 | -- | 0.1 |
| Sharpe Ratio | 0 | 0.01 | 0.46 | 0.01 | -- | 0.01 |
| Treynor Ratio | -0.68 | 0.06 | 5.31 | 0.06 | -- | 0.05 |
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