Nasdaq - Delayed Quote USD

Vanguard Wellington Inv (VWELX)

44.58 +0.01 (+0.02%)
At close: 8:06 AM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 22.51%
Worst 1Y Total Return --
Number of Years Up 74
Number of Years Down 20

Performance & Risk

YTD Return 8.34%
5y Average Return 8.96%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
VWELXCategory AverageVWELXCategory AverageVWELXCategory Average
Alpha 3.21 -0.01 2.51 -0.01 2.26 -0
BETA 0.97 0.01 0.98 0.01 1 0.01
Mean Annual Return 0.42 0.01 0.8 0.01 0.69 0.01
R-squared 93.92 0.93 94.67 0.92 93.74 0.92
Standard Deviation 12.55 0.13 12.57 0.1 10.28 0.09
Sharpe Ratio 0.14 0.01 0.58 0.01 0.65 0.01
Treynor Ratio 1.09 0.09 6.97 0.09 6.43 0.07

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