Vanguard Wellesley Income Fund Admiral Shares (VWIAX)
Fund Info
US9219382051
921938205
May 14, 2001
$50,000
Large-Cap
Value
Expense Ratio
VWIAX has an expense ratio of 0.16%, which is considered low.
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
VWIAX
N/A
N/A
N/A
N/A
N/A
N/A
^GSPC (Benchmark)
-3.77%
5.53%
-5.60%
8.37%
14.61%
10.35%
Monthly Returns
The table below presents the monthly returns of VWIAX, 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 | -0.13% | -0.13% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VWIAX is 51, 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 Wellesley Income Fund Admiral Shares (VWIAX) 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 Wellesley Income Fund Admiral Shares provided a 3.87% dividend yield over the last twelve months, with an annual payout of $2.34 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.34 | $2.30 | $3.50 | $1.92 | $1.79 | $1.87 | $1.97 | $2.00 | $1.91 | $1.86 | $1.89 | $2.00 |
Dividend yield | 3.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Wellesley Income Fund Admiral 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 | $0.57 | $0.00 | $0.57 | ||||||||||
| 2024 | $0.52 | $0.61 | $0.57 | $0.60 | $2.30 | ||||||||
| 2023 | $0.49 | $0.50 | $0.51 | $2.00 | $3.50 | ||||||||
| 2022 | $0.42 | $0.48 | $0.48 | $0.54 | $1.92 | ||||||||
| 2021 | $0.46 | $0.37 | $0.47 | $0.49 | $1.79 | ||||||||
| 2020 | $0.47 | $0.46 | $0.46 | $0.48 | $1.87 | ||||||||
| 2019 | $0.47 | $0.46 | $0.47 | $0.57 | $1.97 | ||||||||
| 2018 | $0.42 | $0.50 | $0.50 | $0.58 | $2.00 | ||||||||
| 2017 | $0.42 | $0.47 | $0.48 | $0.53 | $1.91 | ||||||||
| 2016 | $0.40 | $0.47 | $0.44 | $0.56 | $1.86 | ||||||||
| 2015 | $0.43 | $0.45 | $0.47 | $0.55 | $1.89 | ||||||||
| 2014 | $0.55 | $0.45 | $0.46 | $0.54 | $2.00 |
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 Wellesley Income Fund Admiral 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 Wellesley Income Fund Admiral Shares was 0.26%, occurring on May 6, 2025. Recovery took 1 trading session.
The current Vanguard Wellesley Income Fund Admiral Shares drawdown is 0.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -0.26% | May 6, 2025 | 1 | May 6, 2025 | 1 | May 7, 2025 | 2 |
| -0.15% | May 8, 2025 | 1 | May 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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