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Nasdaq - Delayed Quote USD
Vanguard Wellesley Income Inv (VWINX)
25.43
-0.02
(-0.08%)
As of 8:07:48 AM EDT. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 16.39% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 46 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 2.75% |
| 5y Average Return | 4.39% |
| Rank in Category (ytd) | 7 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.78 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| VWINX | Category Average | VWINX | Category Average | VWINX | Category Average | |
| Alpha | -1.31 | -0.01 | -1.07 | -0.01 | 0.45 | -0 |
| BETA | 0.78 | 0.01 | 0.74 | 0.01 | 0.7 | 0.01 |
| Mean Annual Return | 0.31 | 0.01 | 0.44 | 0.01 | 0.46 | 0.01 |
| R-squared | 94.84 | 0.92 | 93.95 | 0.91 | 89.05 | 0.91 |
| Standard Deviation | 10 | 0.1 | 9.42 | 0.08 | 7.42 | 0.07 |
| Sharpe Ratio | -0.08 | 0.01 | 0.27 | 0.01 | 0.49 | 0.01 |
| Treynor Ratio | -1.64 | 0.09 | 3 | 0.08 | 5.01 | 0.07 |
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