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Nasdaq - Delayed Quote USD

Vanguard Wellesley Income Admiral (VWIAX)

61.22
-0.38
(-0.62%)
At close: 8:02:49 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.77%
5y Average Return 4.46%
Number of Years Up 20
Number of Years Down 3
Best 1Y Total Return (Mar 7, 2025) 16.47%
Worst 1Y Total Return (Mar 7, 2025) --
Best 3Y Total Return 16.47%
Worst 3Y Total Return 1.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VWIAX
Category
YTD
3.63%
5.91%
1-Month
1.77%
0.61%
3-Month
0.57%
4.02%
1-Year
10.51%
18.59%
3-Year
3.28%
8.56%
5-Year
5.00%
7.44%
10-Year
5.50%
6.20%
Last Bull Market
9.76%
11.89%
Last Bear Market
-6.66%
-8.23%

Annual Total Return (%) History

Year
VWIAX
Category
2024
5.97%
--
2023
7.10%
--
2022
-9.01%
--
2021
8.57%
--
2020
8.54%
8.86%
2019
16.47%
14.81%
2018
-2.49%
-5.04%
2017
10.26%
9.86%

2016
8.16%
6.62%
2015
1.35%
-2.32%
2014
8.15%
4.02%
2013
9.27%
7.23%
2012
10.10%
9.40%
2011
9.74%
1.70%
2010
10.71%
10.03%
2009
16.14%
20.77%
2008
-9.79%
-18.61%
2007
5.76%
4.53%
2006
11.39%
8.16%
2005
3.56%
2.97%
2004
7.70%
5.46%
2003
9.78%
12.34%
2002
4.72%
-3.11%
2001
--
-0.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.92% 0.06% 6.64% -2.56%
2023 1.35% 0.78% -2.85% 7.93%
2022 -3.59% -6.66% -5.23% 6.69%
2021 1.04% 4.00% 0.27% 3.04%
2020 -7.41% 8.47% 2.32% 5.62%
2019 6.76% 3.63% 2.80% 2.41%
2018 -2.44% 0.33% 2.42% -2.74%
2017 2.21% 2.28% 2.28% 3.11%
2016 3.80% 3.71% 1.10% -0.62%
2015 1.26% -1.64% -0.81% 2.58%

2014 2.66% 3.23% -0.28% 2.34%
2013 4.02% -0.51% 1.76% 3.75%
2012 3.65% 1.52% 3.89% 0.71%
2011 2.73% 2.36% -1.67% 6.14%
2010 2.81% -1.03% 7.24% 1.46%
2009 -6.62% 9.46% 10.17% 3.13%
2008 -1.75% -2.79% -2.55% -3.08%
2007 1.94% 0.96% 2.42% 0.32%
2006 1.02% 1.02% 5.31% 3.63%
2005 -0.28% 2.95% 0.63% 0.24%
2004 2.21% -1.39% 3.16% 3.59%
2003 -1.52% 7.99% -1.28% 4.57%
2002 1.99% 1.14% -3.88% 5.62%
2001 1.92% 1.15% -- --

Rank in Category (By Total Return)

YTD 7
1-Month 6
3-Month 23
1-Year 17
3-Year 55
5-Year 57

Load Adjusted Returns

1-Year 10.51%
3-Year 3.28%
5-Year 5.00%
10-Year 5.50%

Performance & Risk

YTD Return 2.77%
5y Average Return 4.46%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Vanguard
Net Assets 49.71B
YTD Return 3.63%
Yield 3.59%
Morningstar Rating
Inception Date Jul 01, 1970

Fund Summary

The fund invests approximately 60% to 65% of its assets in investment-grade fixed income securities, including corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35% to 40% of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.

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