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Vanguard Wellesley Income Fund Investor Shares

VWINX
Mutual Fund · Currency in USD
ISIN
US9219381061

VWINXPrice Chart


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S&P 500

VWINXPerformance

The chart shows the growth of $10,000 invested in Vanguard Wellesley Income Fund Investor Shares on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $20,653 for a total return of roughly 106.53%. All prices are adjusted for splits and dividends.


VWINX (Vanguard Wellesley Income Fund Investor Shares)
Benchmark (S&P 500)

VWINXReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-1.50%
6M5.48%
YTD5.78%
1Y8.71%
5Y5.60%
10Y6.02%

VWINXMonthly Returns Heatmap


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VWINXSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Vanguard Wellesley Income Fund Investor Shares Sharpe ratio is 1.58. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


VWINX (Vanguard Wellesley Income Fund Investor Shares)
Benchmark (S&P 500)

VWINXDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


VWINX (Vanguard Wellesley Income Fund Investor Shares)
Benchmark (S&P 500)

VWINXWorst Drawdowns

The table below shows the maximum drawdowns of the Vanguard Wellesley Income Fund Investor Shares. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Vanguard Wellesley Income Fund Investor Shares is 17.43%, recorded on Mar 23, 2020. It took 53 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-17.43%Feb 24, 202021Mar 23, 202053Jun 8, 202074
-9.68%Jan 29, 2018229Dec 24, 2018112Jun 6, 2019341
-6.06%Dec 2, 201533Jan 20, 201650Apr 1, 201683
-5.29%Apr 27, 201585Aug 25, 201568Dec 1, 2015153
-4.72%May 22, 201323Jun 24, 201384Oct 22, 2013107
-4.06%Jul 11, 201121Aug 8, 201154Oct 24, 201175
-3.78%Apr 26, 201030Jun 7, 201034Jul 26, 201064
-3.24%Nov 9, 201112Nov 25, 201117Dec 20, 201129
-3.21%Nov 26, 201315Dec 17, 201367Mar 26, 201482
-3.14%Jun 9, 202014Jun 26, 202014Jul 17, 202028

VWINXVolatility Chart

Current Vanguard Wellesley Income Fund Investor Shares volatility is 6.65%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


VWINX (Vanguard Wellesley Income Fund Investor Shares)
Benchmark (S&P 500)

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