Nasdaq - Delayed Quote
USD
Vanguard Wellesley Income Admiral (VWIAX)
62.48
-0.08
(-0.13%)
At close: 8:08:35 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.33% |
|---|---|
| 5y Average Return | 3.88% |
| Number of Years Up | 21 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Oct 29, 2026) | 16.47% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 16.47% |
| Worst 3Y Total Return | 1.08% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VWIAX
Category
- YTD
- 0.58%
- 5.91%
- 1-Month
- -3.40%
- 0.61%
- 3-Month
- -2.64%
- 4.02%
- 1-Year
- 2.54%
- 18.59%
- 3-Year
- 8.52%
- 8.56%
- 5-Year
- 3.52%
- 7.44%
- 10-Year
- 5.40%
- 6.20%
- Last Bull Market
- 12.62%
- 11.89%
- Last Bear Market
- -6.66%
- -8.23%
Annual Total Return (%) History
Year
VWIAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
0.29% | 3.01% | -2.64% | -- |
|
2025
|
2.88% | 2.67% | 3.16% | 1.95% |
|
2024
|
1.92% | 0.06% | 6.64% | -2.56% |
|
2023
|
1.35% | 0.78% | -2.85% | 7.93% |
|
2022
|
-3.59% | -6.66% | -5.23% | 6.69% |
|
2021
|
1.04% | 4.00% | 0.27% | 3.04% |
|
2020
|
-7.41% | 8.47% | 2.32% | 5.62% |
|
2019
|
6.76% | 3.63% | 2.80% | 2.41% |
|
2018
|
-2.44% | 0.33% | 2.42% | -2.74% |
|
2017
|
2.21% | 2.28% | 2.28% | 3.11% |
Rank in Category (By Total Return)
| YTD | 97 |
| 1-Month | 89 |
|---|---|
| 3-Month | 90 |
| 1-Year | 92 |
| 3-Year | 91 |
| 5-Year | 79 |
Load Adjusted Returns
| 1-Year | 2.54% |
| 3-Year | 8.52% |
|---|---|
| 5-Year | 3.52% |
| 10-Year | 5.40% |
Performance & Risk
| YTD Return | 4.33% |
| 5y Average Return | 3.88% |
| Rank in Category (ytd) | 97 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.71 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--30% to 50% Equity |
| Fund Family | Vanguard |
| Net Assets | 44.6B |
| YTD Return | 0.58% |
| Yield | 3.69% |
| Morningstar Rating | |
| Inception Date | May 14, 2001 |
Fund Summary
The fund employs an active management approach, typically investing 60% to 65% of its assets in investment-grade fixed income securities, including corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35% to 40% of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.
