Nasdaq - Delayed Quote USD
Vanguard Wellington Inv (VWELX)
43.80
+0.09
+(0.21%)
As of 8:09:25 AM EDT. Market Open.
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 | 75 |
| Number of Years Down | 20 |
Performance & Risk
| YTD Return | 2.63% |
| 5y Average Return | 9.67% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| VWELX | Category Average | VWELX | Category Average | VWELX | Category Average | |
| Alpha | 1.75 | -0.01 | 1.92 | -0.01 | 1.87 | -0 |
| BETA | 0.92 | 0.01 | 0.96 | 0.01 | 0.99 | 0.01 |
| Mean Annual Return | 0.7 | 0.01 | 0.8 | 0.01 | 0.69 | 0.01 |
| R-squared | 92.43 | 0.93 | 91.76 | 0.92 | 92.83 | 0.92 |
| Standard Deviation | 11.46 | 0.13 | 11.24 | 0.1 | 10.39 | 0.09 |
| Sharpe Ratio | 0.33 | 0.01 | 0.6 | 0.01 | 0.6 | 0.01 |
| Treynor Ratio | 3.64 | 0.09 | 6.78 | 0.09 | 6 | 0.07 |
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