VANGUARD WELLESLEY
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
VWINX Vanguard Wellesley Income Fund Investor Shares | Diversified Portfolio | 100% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in VANGUARD WELLESLEY, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
The earliest data available for this chart is Dec 26, 1979, corresponding to the inception date of VWINX
Returns By Period
As of Nov 13, 2024, the VANGUARD WELLESLEY returned 7.46% Year-To-Date and 3.33% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 25.48% | 2.14% | 12.76% | 33.14% | 13.96% | 11.39% |
| VANGUARD WELLESLEY | 7.34% | -0.72% | 4.47% | 15.21% | 2.56% | 3.32% |
| Portfolio components: | ||||||
VWINX Vanguard Wellesley Income Fund Investor Shares | 7.34% | -0.72% | 4.47% | 15.21% | 2.56% | 3.32% |
Monthly Returns
The table below presents the monthly returns of VANGUARD WELLESLEY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.52% | -0.12% | 2.56% | -2.38% | 2.44% | 0.03% | 3.04% | 2.02% | 1.44% | -1.86% | 7.34% | ||
| 2023 | 3.27% | -3.29% | 1.44% | 1.18% | -2.45% | 2.08% | 1.67% | -1.52% | -2.97% | -2.11% | 5.61% | 5.45% | 8.10% |
| 2022 | -1.49% | -1.40% | -0.74% | -4.25% | 1.84% | -4.30% | 3.43% | -2.67% | -5.86% | 2.81% | 5.43% | -5.81% | -12.96% |
| 2021 | -1.27% | 0.64% | 1.69% | 2.00% | 1.41% | 0.51% | 1.29% | 0.94% | -1.95% | 1.91% | -1.14% | -1.31% | 4.73% |
| 2020 | 1.28% | -2.46% | -6.29% | 5.70% | 2.11% | 0.47% | 2.81% | 0.22% | -0.70% | -1.27% | 5.72% | -0.49% | 6.67% |
| 2019 | 3.23% | 1.51% | 1.84% | 1.12% | -0.65% | 3.14% | 0.49% | 1.68% | 0.59% | 0.63% | 0.62% | 0.10% | 15.19% |
| 2018 | 0.59% | -2.73% | -0.27% | -0.50% | 0.65% | 0.12% | 2.08% | 0.57% | -0.23% | -2.27% | 1.63% | -6.08% | -6.51% |
| 2017 | 0.28% | 1.96% | -0.04% | 0.70% | 1.15% | 0.41% | 0.88% | 0.53% | 0.84% | 0.90% | 1.08% | -0.10% | 8.91% |
| 2016 | -0.20% | 0.45% | 3.52% | 0.91% | 0.59% | 2.18% | 1.38% | -0.00% | -0.32% | -1.22% | -0.74% | 0.29% | 6.96% |
| 2015 | 0.55% | 0.82% | -0.10% | 0.51% | -0.15% | -2.02% | 1.23% | -2.20% | 0.15% | 3.40% | -0.00% | -3.18% | -1.17% |
| 2014 | -0.36% | 2.06% | 0.92% | 1.19% | 1.21% | 0.78% | -1.00% | 1.99% | -1.25% | 1.17% | 1.27% | -1.87% | 6.18% |
| 2013 | 1.45% | 1.23% | 1.26% | 1.97% | -0.87% | -1.59% | 2.04% | -1.88% | 1.63% | 2.10% | 0.79% | -1.91% | 6.25% |
Expense Ratio
VANGUARD WELLESLEY has an expense ratio of 0.23%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VANGUARD WELLESLEY is 52, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
VWINX Vanguard Wellesley Income Fund Investor Shares | 2.54 | 3.92 | 1.53 | 1.10 | 16.48 |
Dividends
Dividend yield
VANGUARD WELLESLEY provided a 5.78% dividend yield over the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 5.78% | 5.71% | 3.17% | 2.48% | 2.65% | 2.90% | 3.30% | 2.85% | 2.94% | 3.11% | 3.16% | 3.05% |
| Portfolio components: | ||||||||||||
VWINX Vanguard Wellesley Income Fund Investor Shares | 5.78% | 5.71% | 3.17% | 2.48% | 2.65% | 2.90% | 3.30% | 2.85% | 2.94% | 3.11% | 3.16% | 3.05% |
Monthly Dividends
The table below shows the monthly dividends paid by this portfolio.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.69 | |
| 2023 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.82 | $1.43 |
| 2022 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.22 | $0.78 |
| 2021 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.20 | $0.72 |
| 2020 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.75 |
| 2019 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.23 | $0.79 |
| 2018 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.24 | $0.81 |
| 2017 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.22 | $0.77 |
| 2016 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.23 | $0.75 |
| 2015 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.22 | $0.76 |
| 2014 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.22 | $0.81 |
| 2013 | $0.17 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.21 | $0.76 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the VANGUARD WELLESLEY. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the VANGUARD WELLESLEY was 24.01%, occurring on Mar 9, 2009. Recovery took 176 trading sessions.
The current VANGUARD WELLESLEY drawdown is 2.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.01% | Oct 30, 2007 | 341 | Mar 9, 2009 | 176 | Nov 16, 2009 | 517 |
| -18.65% | Nov 10, 2021 | 494 | Oct 27, 2023 | — | — | — |
| -17.43% | Feb 24, 2020 | 21 | Mar 23, 2020 | 53 | Jun 8, 2020 | 74 |
| -15.52% | Mar 24, 1987 | 146 | Oct 19, 1987 | 225 | Sep 7, 1988 | 371 |
| -11.43% | Dec 28, 1979 | 61 | Mar 25, 1980 | 27 | May 2, 1980 | 88 |
Volatility
Volatility Chart
The current VANGUARD WELLESLEY volatility is 1.64%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.