Vanguard Global Wellington Fund Investor Shares (VGWLX)
Fund Info
921910774
Nov 2, 2017
$3,000
Large-Cap
Value
Expense Ratio
VGWLX has an expense ratio of 0.42%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Vanguard Global Wellington Fund Investor Shares (VGWLX) returned 4.03% year-to-date (YTD) and 1.18% over the past 12 months.
VGWLX
4.03%
2.73%
-1.73%
1.18%
8.16%
N/A
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
Monthly Returns
The table below presents the monthly returns of VGWLX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.46% | 1.40% | 0.21% | -0.77% | 0.70% | 4.03% | |||||||
| 2024 | -0.04% | 0.79% | 3.28% | -2.13% | 2.68% | -0.85% | 3.46% | 2.12% | 0.38% | -2.09% | 1.64% | -6.86% | 1.93% |
| 2023 | 3.78% | -2.53% | 1.77% | 1.60% | -2.23% | 3.19% | 2.15% | -1.58% | -2.11% | -1.35% | 5.86% | 3.60% | 12.35% |
| 2022 | -1.03% | -1.78% | 0.10% | -4.77% | 1.82% | -5.62% | 3.90% | -3.42% | -6.78% | 5.53% | 7.58% | -4.21% | -9.42% |
| 2021 | -0.92% | 2.24% | 2.94% | 2.46% | 2.20% | -0.30% | 0.70% | 0.93% | -1.98% | 3.13% | -2.70% | 2.53% | 11.60% |
| 2020 | -0.97% | -4.60% | -10.64% | 6.58% | 2.91% | 1.26% | 2.81% | 3.29% | -1.96% | -2.29% | 9.72% | 2.64% | 7.40% |
| 2019 | 5.03% | 2.17% | 1.26% | 2.40% | -2.96% | 4.42% | 1.00% | 0.47% | 1.65% | 1.29% | 1.23% | 2.20% | 21.86% |
| 2018 | 3.20% | -3.43% | -0.68% | 0.65% | -0.59% | -0.35% | 3.42% | -0.15% | 0.71% | -4.38% | 1.68% | -4.84% | -5.04% |
| 2017 | 0.00% | 0.85% | 1.06% | 1.92% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VGWLX is 26, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Global Wellington Fund Investor Shares (VGWLX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Vanguard Global Wellington Fund Investor Shares provided a 7.14% dividend yield over the last twelve months, with an annual payout of $1.86 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.86 | $1.85 | $0.65 | $1.02 | $0.85 | $0.37 | $0.45 | $0.48 | $0.04 |
Dividend yield | 7.14% | 7.34% | 2.54% | 4.36% | 3.23% | 1.54% | 1.99% | 2.52% | 0.22% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Global Wellington Fund Investor Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | |||||||
| 2024 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $1.22 | $1.85 |
| 2023 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.19 | $0.65 |
| 2022 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.70 | $1.02 |
| 2021 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.51 | $0.85 |
| 2020 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.12 | $0.37 |
| 2019 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.14 | $0.45 |
| 2018 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.48 |
| 2017 | $0.04 | $0.04 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Global Wellington Fund Investor Shares. 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 Global Wellington Fund Investor Shares was 25.28%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current Vanguard Global Wellington Fund Investor Shares drawdown is 3.95%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.28% | Feb 13, 2020 | 27 | Mar 23, 2020 | 161 | Nov 9, 2020 | 188 |
| -18.05% | Nov 10, 2021 | 224 | Sep 30, 2022 | 311 | Dec 27, 2023 | 535 |
| -11.83% | Jan 29, 2018 | 229 | Dec 24, 2018 | 76 | Apr 15, 2019 | 305 |
| -10.56% | Oct 21, 2024 | 116 | Apr 8, 2025 | — | — | — |
| -3.69% | Apr 1, 2024 | 12 | Apr 16, 2024 | 17 | May 9, 2024 | 29 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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