Nasdaq - Delayed Quote
USD
Vanguard Wellington Inv (VWELX)
46.64
-0.59
(-1.25%)
At close: October 30 at 8:08:35 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 22.51% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 76 |
| Number of Years Down | 20 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
VWELX | Category Average | VWELX | Category Average | VWELX | Category Average |
|
Alpha
|
3.21 | -0.01 | 2.36 | -0.01 | 2.2 | -0 |
|
BETA
|
0.86 | 0.01 | 0.94 | 0.01 | 0.98 | 0.01 |
|
Mean Annual Return
|
1.26 | 0.01 | 0.71 | 0.01 | 0.83 | 0.01 |
|
R-squared
|
81.46 | 0.93 | 89.49 | 0.92 | 91.2 | 0.92 |
|
Standard Deviation
|
8.71 | 0.13 | 11.04 | 0.1 | 10.4 | 0.09 |
|
Sharpe Ratio
|
1.22 | 0.01 | 0.42 | 0.01 | 0.72 | 0.01 |
|
Treynor Ratio
|
12.88 | 0.09 | 4.48 | 0.09 | 7.45 | 0.07 |
