Vanguard Wellington Fund Investor Shares (VWELX)
Fund Info
US9219351023
921935102
Jul 1, 1929
$3,000
Large-Cap
Value
Expense Ratio
VWELX has an expense ratio of 0.24%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard Wellington Fund Investor Shares, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Vanguard Wellington Fund Investor Shares had a return of 14.58% year-to-date (YTD) and 15.28% in the last 12 months. Over the past 10 years, Vanguard Wellington Fund Investor Shares had an annualized return of 8.35%, while the S&P 500 had an annualized return of 11.01%, indicating that Vanguard Wellington Fund Investor Shares did not perform as well as the benchmark.
VWELX
14.58%
-0.11%
5.31%
15.28%
8.16%
8.35%
^GSPC (Benchmark)
23.11%
-0.36%
7.02%
23.15%
12.80%
11.01%
Monthly Returns
The table below presents the monthly returns of VWELX, 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 | 0.53% | 2.53% | 2.38% | -2.83% | 3.34% | 2.14% | 1.54% | 2.20% | 1.34% | -1.32% | 4.13% | 14.58% | |
| 2023 | 3.75% | -3.26% | 2.95% | 2.05% | -1.09% | 3.18% | 1.98% | -1.56% | -3.48% | -1.07% | 6.72% | 3.82% | 14.29% |
| 2022 | -3.71% | -3.25% | 0.49% | -6.30% | 1.25% | -5.56% | 5.65% | -3.05% | -7.14% | 4.61% | 5.71% | -2.93% | -14.36% |
| 2021 | -1.15% | 1.50% | 3.19% | 4.16% | 0.82% | 1.18% | 2.44% | 1.94% | -3.28% | 4.20% | -0.99% | 3.80% | 18.99% |
| 2020 | 0.35% | -5.33% | -9.29% | 8.01% | 2.82% | 0.86% | 4.60% | 3.29% | -1.97% | -1.49% | 7.46% | 2.19% | 10.57% |
| 2019 | 4.42% | 2.45% | 1.56% | 2.42% | -2.83% | 4.39% | 1.14% | 0.38% | 1.63% | 1.42% | 1.67% | 2.02% | 22.51% |
| 2018 | 2.88% | -3.58% | -1.10% | 0.29% | 0.61% | -0.17% | 3.39% | 1.13% | 0.24% | -3.91% | 2.02% | -4.89% | -3.43% |
| 2017 | 0.92% | 2.66% | -0.18% | 0.75% | 1.19% | 0.69% | 1.20% | 0.14% | 2.02% | 1.38% | 1.83% | 1.25% | 14.72% |
| 2016 | -2.77% | -0.25% | 5.08% | 1.45% | 0.79% | 0.78% | 2.39% | 0.20% | -0.13% | -1.16% | 2.21% | 2.13% | 11.02% |
| 2015 | -1.38% | 3.26% | -0.98% | 1.10% | 0.33% | -1.94% | 1.78% | -4.51% | -1.36% | 5.44% | 0.05% | -0.88% | 0.55% |
| 2014 | -1.53% | 3.00% | 0.92% | 1.09% | 1.46% | 1.40% | -1.03% | 2.46% | -1.36% | 1.56% | 1.81% | -0.24% | 9.84% |
| 2013 | 3.52% | 0.86% | 2.53% | 2.28% | 0.65% | -1.35% | 3.55% | -2.23% | 2.28% | 2.78% | 1.93% | 1.49% | 19.69% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 88, VWELX is among the top 12% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Wellington Fund Investor Shares (VWELX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard Wellington Fund Investor Shares provided a 1.52% dividend yield over the last twelve months, with an annual payout of $0.71 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.71 | $2.48 | $0.87 | $0.83 | $0.92 | $1.10 | $1.12 | $1.03 | $1.00 | $1.20 | $1.00 | $0.95 |
Dividend yield | 1.52% | 6.01% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% | 2.50% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.71 |
| 2023 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $1.83 | $2.48 |
| 2022 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.26 | $0.87 |
| 2021 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.23 | $0.83 |
| 2020 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.92 |
| 2019 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.30 | $1.10 |
| 2018 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.30 | $1.12 |
| 2017 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.27 | $1.03 |
| 2016 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.27 | $1.00 |
| 2015 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.48 | $1.20 |
| 2014 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.28 | $1.00 |
| 2013 | $0.21 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.26 | $0.95 |
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 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 Wellington Fund Investor Shares was 36.12%, occurring on Mar 9, 2009. Recovery took 418 trading sessions.
The current Vanguard Wellington Fund Investor Shares drawdown is 2.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.12% | Oct 15, 2007 | 351 | Mar 9, 2009 | 418 | Nov 2, 2010 | 769 |
| -25.33% | Feb 13, 2020 | 27 | Mar 23, 2020 | 99 | Aug 12, 2020 | 126 |
| -22.05% | Aug 26, 1987 | 73 | Dec 4, 1987 | 357 | Apr 18, 1989 | 430 |
| -20.88% | Dec 28, 2021 | 202 | Oct 14, 2022 | 339 | Feb 22, 2024 | 541 |
| -19.69% | Mar 20, 2002 | 141 | Oct 9, 2002 | 236 | Sep 18, 2003 | 377 |
Volatility
Volatility Chart
The current Vanguard Wellington Fund Investor Shares volatility is 2.73%, 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.