Nasdaq - Delayed Quote
USD
Vanguard Wellington Inv (VWELX)
46.64
-0.59
(-1.25%)
At close: October 30 at 8:08:35 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.95% |
|---|---|
| 5y Average Return | 7.36% |
| Number of Years Up | 76 |
| Number of Years Down | 20 |
| Best 1Y Total Return (Oct 30, 2026) | 22.51% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 22.51% |
| Worst 3Y Total Return | 3.98% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VWELX
Category
- YTD
- 5.86%
- 9.69%
- 1-Month
- -0.73%
- 0.91%
- 3-Month
- -0.57%
- 5.21%
- 1-Year
- 9.21%
- 27.06%
- 3-Year
- 15.77%
- 11.00%
- 5-Year
- 8.22%
- 10.26%
- 10-Year
- 9.84%
- 8.34%
- Last Bull Market
- 19.17%
- 15.58%
- Last Bear Market
- -10.42%
- -12.16%
Annual Total Return (%) History
Year
VWELX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-3.34% | 10.14% | -0.57% | -- |
|
2025
|
-1.67% | 8.58% | 5.75% | 3.17% |
|
2024
|
5.50% | 2.57% | 5.17% | 0.85% |
|
2023
|
3.33% | 4.15% | -3.10% | 9.65% |
|
2022
|
-6.37% | -10.42% | -4.88% | 7.40% |
|
2021
|
3.54% | 6.26% | 1.00% | 7.10% |
|
2020
|
-13.79% | 11.98% | 5.91% | 8.18% |
|
2019
|
8.64% | 3.89% | 3.18% | 5.19% |
|
2018
|
-1.90% | 0.76% | 4.81% | -6.78% |
|
2017
|
3.43% | 2.65% | 3.39% | 4.52% |
Rank in Category (By Total Return)
| YTD | 52 |
| 1-Month | 12 |
|---|---|
| 3-Month | 45 |
| 1-Year | 32 |
| 3-Year | 15 |
| 5-Year | 16 |
Load Adjusted Returns
| 1-Year | 9.21% |
| 3-Year | 15.77% |
|---|---|
| 5-Year | 8.22% |
| 10-Year | 9.84% |
Performance & Risk
| YTD Return | 5.95% |
| 5y Average Return | 7.36% |
| Rank in Category (ytd) | 52 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.86 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Vanguard |
| Net Assets | 120.35B |
| YTD Return | 5.86% |
| Yield | 1.98% |
| Morningstar Rating | |
| Inception Date | Jul 01, 1929 |
Fund Summary
The fund employs an active management approach, typically investing 60%-70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. It typically invests the remaining 30% to 40% of its assets mainly in fixed income securities that the advisor believes will generate a moderate level of current income.
