Nasdaq - Delayed Quote • USD
Vanguard Wellington Inv (VWELX)
At close: May 31 at 8:01 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 5.93% |
5y Average Return | 9.13% |
Number of Years Up | 74 |
Number of Years Down | 20 |
Best 1Y Total Return (May 31, 2024) | 22.51% |
Worst 1Y Total Return (May 31, 2024) | -- |
Best 3Y Total Return | 22.51% |
Worst 3Y Total Return | 4.09% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VWELX
Category
- YTD
- 2.51%
- 9.69%
- 1-Month
- -2.83%
- 0.91%
- 3-Month
- 1.99%
- 5.21%
- 1-Year
- 11.15%
- 27.06%
- 3-Year
- 3.48%
- 11.00%
- 5-Year
- 7.79%
- 10.26%
- 10-Year
- 7.78%
- 8.34%
- Last Bull Market
- 16.92%
- 15.58%
- Last Bear Market
- -10.42%
- -12.16%
Annual Total Return (%) History
Year
VWELX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 5.50% | -- | -- | -- |
2023 | 3.33% | 4.15% | -3.10% | 9.65% |
2022 | -6.37% | -10.42% | -4.88% | 7.40% |
2021 | 3.54% | 6.26% | 1.00% | 7.10% |
2020 | -13.79% | 11.98% | 5.91% | 8.18% |
2019 | 8.64% | 3.89% | 3.18% | 5.19% |
2018 | -1.90% | 0.76% | 4.81% | -6.78% |
2017 | 3.43% | 2.65% | 3.39% | 4.52% |
2016 | 1.91% | 3.05% | 2.46% | 3.18% |
2015 | 0.85% | -0.54% | -4.12% | 4.04% |
2014 | 2.36% | 4.00% | 0.02% | 3.14% |
2013 | 7.05% | 1.55% | 3.55% | 6.30% |
2012 | 7.55% | -0.97% | 4.69% | 0.96% |
2011 | 4.16% | 0.92% | -8.70% | 8.22% |
2010 | 3.68% | -6.75% | 8.51% | 5.74% |
2009 | -7.09% | 13.12% | 11.33% | 4.44% |
2008 | -3.92% | -1.66% | -7.94% | -10.66% |
2007 | 1.14% | 4.91% | 3.01% | -0.88% |
2006 | 2.99% | 0.69% | 5.07% | 5.51% |
2005 | -0.53% | 1.71% | 4.22% | 1.31% |
2004 | 2.19% | 0.41% | 1.65% | 6.58% |
2003 | -3.35% | 12.55% | 1.37% | 9.50% |
2002 | 3.30% | -4.58% | -11.04% | 6.17% |
2001 | -0.26% | 3.55% | -5.68% | 6.96% |
2000 | -1.45% | 0.25% | 4.66% | 6.77% |
1999 | 0.07% | 7.44% | -5.25% | 2.50% |
1998 | 7.81% | 1.01% | -4.24% | 7.45% |
1997 | 0.47% | 12.19% | 6.27% | 2.88% |
1996 | 3.27% | 1.44% | 4.01% | 6.63% |
1995 | 8.37% | 8.65% | 6.61% | 5.89% |
1994 | -3.86% | 1.48% | 3.39% | -1.34% |
1993 | 5.20% | 2.82% | 2.86% | 2.03% |
1992 | -1.61% | 3.83% | 2.94% | 2.63% |
1991 | 9.42% | 1.23% | 5.33% | 5.97% |
1990 | -3.40% | 3.01% | -9.48% | 7.90% |
1989 | 6.15% | 6.85% | 5.51% | 1.63% |
1988 | 6.98% | 5.18% | 1.12% | 2.05% |
1987 | 13.96% | 2.05% | 0.36% | -12.37% |
1986 | 11.49% | 4.22% | -2.48% | 4.49% |
1985 | 6.58% | 8.50% | -1.81% | 13.19% |
1984 | -0.23% | -4.06% | 10.34% | 4.81% |
1983 | 10.29% | 7.47% | 2.97% | 1.26% |
1982 | -2.54% | -0.78% | 14.44% | 12.54% |
1981 | 2.26% | 0.10% | -8.38% | 9.73% |
1980 | -4.24% | 16.02% | 4.36% | 5.73% |
1979 | 6.53% | 3.56% | 5.59% | -2.53% |
1978 | -3.88% | 5.38% | 8.12% | -3.83% |
1977 | -4.32% | 3.35% | -3.25% | -0.05% |
1976 | 12.59% | 2.97% | 2.42% | 3.90% |
1975 | 13.35% | 11.28% | -8.12% | 8.01% |
1974 | -3.65% | -7.69% | -15.63% | 9.64% |
1973 | -5.39% | -6.20% | 5.42% | -5.76% |
1972 | 3.05% | -1.68% | 3.65% | 5.70% |
1971 | 7.83% | -2.73% | -0.70% | 4.54% |
1970 | -0.89% | -14.13% | 14.33% | 9.35% |
1969 | -2.56% | -3.18% | -3.29% | 1.03% |
1968 | -4.89% | 9.92% | 3.60% | -0.37% |
1967 | 7.82% | -2.10% | 3.36% | -0.86% |
1966 | -3.84% | -2.41% | -6.64% | 6.59% |
1965 | 1.79% | -1.14% | 4.10% | 0.65% |
1964 | 3.67% | 2.63% | 3.31% | 0.85% |
1963 | 3.42% | 2.53% | 2.63% | 2.85% |
1962 | -1.74% | -13.70% | 3.45% | 8.10% |
1961 | 10.02% | 0.45% | 2.77% | 4.76% |
1960 | -2.46% | 3.43% | -2.22% | 6.62% |
1959 | 1.79% | 3.79% | -1.67% | 4.78% |
1958 | 4.67% | 6.09% | 6.36% | 8.77% |
1957 | -0.46% | 3.97% | -6.30% | -1.31% |
1956 | 5.15% | -0.21% | -3.23% | 2.84% |
1955 | 2.62% | 7.68% | -0.09% | 4.66% |
1954 | 7.11% | 5.38% | 5.96% | 9.42% |
1953 | -1.44% | -2.94% | 0.92% | 5.52% |
1952 | 3.25% | 1.96% | -0.10% | 5.54% |
1951 | 3.10% | -0.31% | 7.54% | 1.62% |
1950 | 2.35% | -0.77% | 6.19% | 4.50% |
1949 | 3.56% | -1.44% | 7.40% | 6.27% |
1948 | 1.80% | 4.90% | -3.69% | 0.97% |
1947 | -0.99% | -0.89% | 0.68% | -2.29% |
1946 | 4.60% | 1.45% | -11.32% | 3.72% |
1945 | 2.96% | 7.39% | 3.79% | 7.28% |
1944 | 4.84% | 6.39% | 0.93% | 6.03% |
1943 | 18.54% | 5.61% | -0.24% | 0.00% |
1942 | -1.63% | 1.85% | 7.38% | 8.40% |
1941 | -0.15% | 0.90% | 4.95% | -9.12% |
1940 | 0.55% | -13.99% | 9.26% | 5.99% |
1939 | -7.45% | 1.65% | 18.45% | -1.01% |
1938 | -12.74% | 23.35% | 0.39% | 10.23% |
1937 | 1.69% | -11.94% | -11.28% | -18.70% |
1936 | 9.20% | 1.16% | 9.66% | 8.41% |
1935 | -4.55% | 19.47% | 6.95% | 10.97% |
1934 | 16.09% | -0.68% | -3.70% | 8.37% |
1933 | -13.74% | 43.11% | -12.28% | -1.34% |
1932 | -4.30% | -23.25% | 47.66% | -9.48% |
1931 | 10.64% | -3.71% | -27.18% | -5.16% |
1930 | 7.77% | -10.48% | -2.11% | -16.58% |
1929 | -4.28% | -- | -- | -- |
Rank in Category (By Total Return)
YTD | 31 |
1-Month | 23 |
3-Month | 28 |
1-Year | 40 |
3-Year | 17 |
5-Year | 19 |
Load Adjusted Returns
1-Year | 11.15% |
3-Year | 3.48% |
5-Year | 7.79% |
10-Year | 7.78% |
Performance & Risk
YTD Return | 5.93% |
5y Average Return | 9.13% |
Rank in Category (ytd) | 31 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.97 |
Morningstar Risk Rating |
Fund Overview
Category | Allocation--50% to 70% Equity |
Fund Family | Vanguard |
Net Assets | 108.03B |
YTD Return | 2.51% |
Yield | 2.17% |
Morningstar Rating | |
Inception Date | Jul 01, 1929 |
Fund Summary
The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.
Related Tickers
ENPIX ProFunds UltraSector Energy Investor
46.01
+3.67%
ENPSX ProFunds UltraSector Energy Svc
39.07
+3.66%
RYCVX Rydex Dow 2x Strategy Fund
147.97
+3.00%
RYLDX Rydex Dow 2x Strategy Fund
148.58
+2.99%
RYCYX Rydex Dow 2x Strategy Fund
124.00
+2.99%
FSHCX Fidelity Select Health Care Svcs Port
123.54
+2.82%
FIJGX Fidelity Advisor Telecommunications Z
46.36
+2.39%
FTUCX Fidelity Advisor Telecommunications C
46.06
+2.38%
FTUIX Fidelity Advisor Telecommunications I
46.51
+2.38%
FSTCX Fidelity Select Telecommunications Port
46.62
+2.37%
FTUAX Fidelity Advisor Telecommunications A
46.21
+2.37%
FTUTX Fidelity Advisor Telecommunications M
45.83
+2.37%
UMPIX ProFunds UltraMid Cap Inv
64.42
+2.34%
UMPSX ProFunds UltraMid Cap Svc
49.65
+2.31%
FIJCX Fidelity Advisor Consumer Staples Z
94.56
+2.27%
FDIGX Fidelity Advisor Consumer Staples I
94.67
+2.27%
CNPSX Consumer Staples UltraSector ProFund Svc
63.58
+2.27%
CNPIX Consumer Staples UltraSector ProFund Inv
73.25
+2.26%
FDFAX Fidelity Select Consumer Staples Port
94.97
+2.26%
FDCGX Fidelity Advisor Consumer Staples C
90.45
+2.26%
FDAGX Fidelity Advisor Consumer Staples A
93.67
+2.26%
FDTGX Fidelity Advisor Consumer Staples M
92.43
+2.26%
SSSIX SouthernSun Small Cap, I
29.30
+2.23%
SSSFX SouthernSun Small Cap, N
28.23
+2.21%
FSENX Fidelity Select Energy Portfolio
63.72
+2.03%
FIKAX Fidelity Advisor Energy Z
51.88
+2.03%
FANIX Fidelity Advisor Energy I
51.95
+2.02%
FNRCX Fidelity Advisor Energy Fund
44.59
+2.01%
FAGNX Fidelity Advisor Energy M
50.32
+2.01%
FANAX Fidelity Advisor Energy A
48.92
+2.00%
FMGIX Frontier MFG Core Infrastructure Fund
17.21
+1.98%
FCIVX Frontier MFG Core Infrastructure Service
17.22
+1.98%
CSJIX Cohen & Steers Realty Shares I
61.63
+1.97%
CSJZX Cohen & Steers Realty Shares Z
61.77
+1.96%
CSJAX Cohen & Steers Realty Shares A
61.64
+1.95%
CSRSX Cohen & Steers Realty Shares L
61.65
+1.95%
CSJRX Cohen & Steers Realty Shares R
61.70
+1.95%
CSJCX Cohen & Steers Realty Shares C
61.33
+1.94%
CSRIX Cohen & Steers Instl Realty Shares
45.11
+1.94%
SMVLX Smead Value Investor
82.05
+1.94%
HWLAX Hotchkis & Wiley Large Cap Value A
43.62
+1.93%
SVFAX Smead Value A
81.24
+1.93%
SVFFX Smead Value I1
82.05
+1.93%
SVFKX Smead Value R2
83.11
+1.93%
HWLZX Hotchkis & Wiley Large Cap Value Z
43.90
+1.92%
SVFDX Smead Value R1
80.56
+1.92%
SVFYX Smead Value Y
82.21
+1.92%
HWLCX Hotchkis & Wiley Large Cap Value C
43.26
+1.92%
HWLIX Hotchkis & Wiley Large Cap Value I
43.90
+1.91%
HWCIX Hotchkis & Wiley Diversified Value I
31.03
+1.90%
COBYX The Cook & Bynum
17.20
+1.90%
HWCCX Hotchkis & Wiley Diversified Value C
31.22
+1.89%
HWCAX Hotchkis & Wiley Diversified Value A
31.17
+1.89%
FRESX Fidelity Real Estate Investment Portfolio
36.58
+1.84%
PHRIX Virtus Duff & Phelps Real Estate Securities Fund
17.75
+1.84%
FSRNX Fidelity Real Estate Index
15.01
+1.83%
PHRCX Virtus Duff & Phelps Real Estate Securities Fund
17.79
+1.83%
RIVSX River Oak Discovery
17.25
+1.83%
PHRAX Virtus Duff & Phelps Real Estate Securities Fund
17.83
+1.83%
VRREX Virtus Duff & Phelps Real Estate Secs R6
17.86
+1.82%
CIMDX Clarkston Founders Institutional
15.12
+1.82%
CFMDX Clarkston Founders Founders
15.15
+1.81%
EICVX EIC Value A
17.49
+1.80%
RMLPX Recurrent MLP & Infrastructure Class I
23.26
+1.79%
HCMAX Hillman Value No Load
31.84
+1.79%
FRLAX Franklin Real Estate Securities Fund
17.17
+1.78%
GLFOX Lazard Global Listed Infrastructure Open
15.48
+1.78%
CLIFX Clifford Capital Partners Institutional
18.35
+1.77%
FRRSX Franklin Real Estate Securities C
15.50
+1.77%
FNORX Fidelity Nordic Fund
70.65
+1.77%
UBVFX Undiscovered Managers Behavioral Val R6
83.89
+1.77%
FSERX Franklin Real Estate Securities R6
17.25
+1.77%
UBVVX Undiscovered Managers Behavioral Val R5
83.59
+1.77%
UBVAX Undiscovered Managers Behavioral Val A
80.79
+1.76%
UBVLX Undiscovered Managers Behavioral Val L
83.69
+1.76%
TGUSX TCW Funds, Inc. - TCW New America Premier Equities Fund
31.75
+1.76%
CLIQX Clifford Capital Partners Super Instl
18.48
+1.76%
UBVTX Undiscovered Managers Behavioral Val R3
79.74
+1.76%
UBVSX Undiscovered Managers Behavioral Val I
83.26
+1.76%
EIPIX EIP Growth and Income I
16.77
+1.76%
BIVRX Invenomic Investor
17.94
+1.76%
UBVUX Undiscovered Managers Behavioral Val R4
82.92
+1.75%
UBVRX Undiscovered Managers Behavioral Val R2
79.56
+1.75%
FREEX Franklin Real Estate Securities Fund
16.85
+1.75%
TILCX T. Rowe Price Large-Cap Value Fund
24.43
+1.75%
UBVCX Undiscovered Managers Behavioral Val C
74.52
+1.75%
EICIX EIC Value Institutional
17.51
+1.74%
EICCX EIC Value C
16.94
+1.74%
CLFFX Clifford Capital Partners Investor
18.14
+1.74%
RYAVX Rydex S&P MidCap 400 Pure Value Fund
74.17
+1.73%
RYMVX Rydex S&P MidCap 400 Pure Value Fund
74.26
+1.73%
FJPNX Fidelity Japan
16.54
+1.72%
RYMMX Rydex S&P MidCap 400 Pure Value Fund
60.33
+1.72%
FJPCX Fidelity Advisor Japan C
15.98
+1.72%
BIVIX Invenomic Institutional
18.35
+1.72%
VRGEX Virtus Duff & Phelps Glb Rl Estt Secs R6
31.44
+1.71%
TRLUX T. Rowe Price Lrg Cp Va Inv
24.39
+1.71%
CSVZX Columbia Select Large Cap Value Inst
35.10
+1.71%
GLIFX Lazard Global Listed Infrastructure Inst
15.47
+1.71%
SLVAX Columbia Select Large Cap Value A
33.38
+1.71%