Nasdaq - Delayed Quote USD
Vanguard Wellington Inv (VWELX)
44.05
+0.12
+(0.27%)
At close: 8:04:25 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.15% |
| 5y Average Return | 9.41% |
| Number of Years Up | 75 |
| Number of Years Down | 20 |
| Best 1Y Total Return (Jun 3, 2025) | 22.51% |
| Worst 1Y Total Return (Jun 3, 2025) | -- |
| Best 3Y Total Return | 22.51% |
| Worst 3Y Total Return | 3.98% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VWELX
Category
- YTD
- -1.55%
- 9.69%
- 1-Month
- 0.12%
- 0.91%
- 3-Month
- -3.73%
- 5.21%
- 1-Year
- 10.22%
- 27.06%
- 3-Year
- 8.06%
- 11.00%
- 5-Year
- 9.37%
- 10.26%
- 10-Year
- 7.98%
- 8.34%
- Last Bull Market
- 14.10%
- 15.58%
- Last Bear Market
- -10.42%
- -12.16%
Annual Total Return (%) History
Year
VWELX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.67% | -- | -- | -- |
| 2024 | 5.50% | 2.57% | 5.17% | 0.85% |
| 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 | 55 |
| 1-Month | 36 |
| 3-Month | 58 |
| 1-Year | 17 |
| 3-Year | 20 |
| 5-Year | 30 |
Load Adjusted Returns
| 1-Year | 10.22% |
| 3-Year | 8.06% |
| 5-Year | 9.37% |
| 10-Year | 7.98% |
Performance & Risk
| YTD Return | 3.15% |
| 5y Average Return | 9.41% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Vanguard |
| Net Assets | 106.94B |
| YTD Return | -1.55% |
| 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.
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