The Best Conservative Allocation Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Conservative Allocation mutual funds.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.30%
- Avg. Yield
- 3.92%
- Avg. 1 Year Return
- 12.05%
- Median Risk/Return Score
- 86 / 100
The Best Conservative Allocation Mutual Funds
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Global Wellesley Income Fund Admiral Shar... | Conservative Allocation | Nov 2, 2017 | 0.30% | 5.79% | — | 3.92% | 86 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Conservative Allocation Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Vanguard Global Wellesley Income Fund Admiral Shar... | 86 | — | Nov 2017 |
Best-Performing Conservative Allocation Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Vanguard Global Wellesley Income Fund Admiral Shar... | 5.23% | — | Nov 2017 |
Lowest-Cost Conservative Allocation Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Vanguard Global Wellesley Income Fund Admiral Shar... | 0.30% | — | Nov 2017 |
Highest-Yield Conservative Allocation Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Vanguard Global Wellesley Income Fund Admiral Shar... | 3.92% | — | Nov 2017 |
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