Nasdaq - Delayed Quote USD

Vanguard Wellington Inv (VWELX)

42.39 -0.04 (-0.09%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.11%
5y Average Return 8.01%
Number of Years Up 74
Number of Years Down 20
Best 1Y Total Return (Apr 23, 2024) 22.51%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 22.51%
Worst 3Y Total Return 4.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VWELX
Category
YTD
5.50%
9.69%
1-Month
2.38%
0.91%
3-Month
5.50%
5.21%
1-Year
16.73%
27.06%
3-Year
5.91%
11.00%
5-Year
8.93%
10.26%
10-Year
8.21%
8.34%
Last Bull Market
26.17%
15.58%
Last Bear Market
-10.42%
-12.16%

Annual Total Return (%) History

Year
VWELX
Category
2024
--
--
2023
14.33%
--
2022
-14.32%
--
2021
19.01%
--
2020
10.60%
11.72%
2019
22.51%
19.23%
2018
-3.42%
-5.76%
2017
14.72%
13.21%

2016
11.01%
7.34%
2015
0.06%
-1.93%
2014
9.82%
6.21%
2013
19.66%
16.48%
2012
12.57%
11.72%
2011
3.85%
-0.11%
2010
10.94%
11.83%
2009
22.20%
24.13%
2008
-22.30%
-28.00%
2007
8.34%
5.99%
2006
14.97%
11.29%
2005
6.82%
5.13%
2004
11.17%
8.86%
2003
20.75%
20.35%
2002
-6.90%
-12.02%
2001
4.19%
-5.05%
2000
10.40%
1.82%
1999
4.41%
10.71%
1998
12.06%
13.52%
1997
23.23%
19.63%
1996
16.19%
13.70%
1995
32.92%
25.63%
1994
-0.49%
-2.52%
1993
13.52%
11.37%
1992
7.93%
7.73%
1991
23.65%
24.89%
1990
-2.81%
-1.10%
1989
21.60%
19.04%
1988
16.11%
12.38%
1987
2.28%
2.33%
1986
18.40%
16.43%
1985
28.53%
27.31%
1984
10.70%
8.22%
1983
23.57%
17.96%
1982
24.55%
29.46%
1981
2.90%
4.32%
1980
22.58%
19.48%
1979
13.54%
15.00%
1978
5.32%
4.67%
1977
-4.38%
0.43%
1976
23.36%
27.96%
1975
25.18%
29.04%
1974
-17.73%
-16.55%
1973
-11.83%
-14.06%
1972
10.99%
8.41%
1971
8.88%
13.97%
1970
6.40%
2.83%
1969
-7.83%
-13.18%
1968
7.91%
14.58%
1967
8.16%
18.14%
1966
-6.61%
-7.48%
1965
5.44%
12.18%
1964
10.85%
11.92%
1963
11.92%
13.59%
1962
-5.17%
-7.04%
1961
18.97%
20.08%
1960
5.17%
2.92%
1959
8.86%
6.96%
1958
28.47%
34.00%
1957
-4.30%
-7.52%
1956
4.43%
3.50%
1955
15.54%
14.17%
1954
30.86%
34.02%
1953
1.87%
-0.79%
1952
10.99%
9.24%
1951
12.32%
11.13%
1950
12.69%
15.89%
1949
16.50%
14.44%
1948
3.85%
0.23%
1947
-3.47%
-2.48%
1946
-2.41%
-5.09%
1945
23.13%
27.63%
1944
19.37%
21.77%
1943
24.88%
28.08%
1942
16.62%
12.20%
1941
-3.91%
-6.93%
1940
0.16%
-4.62%
1939
10.31%
-1.30%
1938
19.11%
18.65%
1937
-35.41%
-38.37%
1936
31.33%
37.04%
1935
35.33%
42.49%
1934
20.33%
10.39%
1933
6.83%
23.87%
1932
-1.82%
-2.68%
1931
-26.43%
-17.90%
1930
-21.21%
-17.39%
1929
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.50% -- -- --
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%
2016 1.91% 3.05% 2.46% 3.18%
2015 0.85% -0.54% -4.12% 4.04%

2014 2.36% 4.00% 0.02% 3.14%
2013 7.05% 1.55% 3.55% 6.30%
2012 7.55% -0.97% 4.69% 0.96%
2011 4.16% 0.92% -8.70% 8.22%
2010 3.68% -6.75% 8.51% 5.74%
2009 -7.09% 13.12% 11.33% 4.44%
2008 -3.92% -1.66% -7.94% -10.66%
2007 1.14% 4.91% 3.01% -0.88%
2006 2.99% 0.69% 5.07% 5.51%
2005 -0.53% 1.71% 4.22% 1.31%
2004 2.19% 0.41% 1.65% 6.58%
2003 -3.35% 12.55% 1.37% 9.50%
2002 3.30% -4.58% -11.04% 6.17%
2001 -0.26% 3.55% -5.68% 6.96%
2000 -1.45% 0.25% 4.66% 6.77%
1999 0.07% 7.44% -5.25% 2.50%
1998 7.81% 1.01% -4.24% 7.45%
1997 0.47% 12.19% 6.27% 2.88%
1996 3.27% 1.44% 4.01% 6.63%
1995 8.37% 8.65% 6.61% 5.89%
1994 -3.86% 1.48% 3.39% -1.34%
1993 5.20% 2.82% 2.86% 2.03%
1992 -1.61% 3.83% 2.94% 2.63%
1991 9.42% 1.23% 5.33% 5.97%
1990 -3.40% 3.01% -9.48% 7.90%
1989 6.15% 6.85% 5.51% 1.63%
1988 6.98% 5.18% 1.12% 2.05%
1987 13.96% 2.05% 0.36% -12.37%
1986 11.49% 4.22% -2.48% 4.49%
1985 6.58% 8.50% -1.81% 13.19%
1984 -0.23% -4.06% 10.34% 4.81%
1983 10.29% 7.47% 2.97% 1.26%
1982 -2.54% -0.78% 14.44% 12.54%
1981 2.26% 0.10% -8.38% 9.73%
1980 -4.24% 16.02% 4.36% 5.73%
1979 6.53% 3.56% 5.59% -2.53%
1978 -3.88% 5.38% 8.12% -3.83%
1977 -4.32% 3.35% -3.25% -0.05%
1976 12.59% 2.97% 2.42% 3.90%
1975 13.35% 11.28% -8.12% 8.01%
1974 -3.65% -7.69% -15.63% 9.64%
1973 -5.39% -6.20% 5.42% -5.76%
1972 3.05% -1.68% 3.65% 5.70%
1971 7.83% -2.73% -0.70% 4.54%
1970 -0.89% -14.13% 14.33% 9.35%
1969 -2.56% -3.18% -3.29% 1.03%
1968 -4.89% 9.92% 3.60% -0.37%
1967 7.82% -2.10% 3.36% -0.86%
1966 -3.84% -2.41% -6.64% 6.59%
1965 1.79% -1.14% 4.10% 0.65%
1964 3.67% 2.63% 3.31% 0.85%
1963 3.42% 2.53% 2.63% 2.85%
1962 -1.74% -13.70% 3.45% 8.10%
1961 10.02% 0.45% 2.77% 4.76%
1960 -2.46% 3.43% -2.22% 6.62%
1959 1.79% 3.79% -1.67% 4.78%
1958 4.67% 6.09% 6.36% 8.77%
1957 -0.46% 3.97% -6.30% -1.31%
1956 5.15% -0.21% -3.23% 2.84%
1955 2.62% 7.68% -0.09% 4.66%
1954 7.11% 5.38% 5.96% 9.42%
1953 -1.44% -2.94% 0.92% 5.52%
1952 3.25% 1.96% -0.10% 5.54%
1951 3.10% -0.31% 7.54% 1.62%
1950 2.35% -0.77% 6.19% 4.50%
1949 3.56% -1.44% 7.40% 6.27%
1948 1.80% 4.90% -3.69% 0.97%
1947 -0.99% -0.89% 0.68% -2.29%
1946 4.60% 1.45% -11.32% 3.72%
1945 2.96% 7.39% 3.79% 7.28%
1944 4.84% 6.39% 0.93% 6.03%
1943 18.54% 5.61% -0.24% 0.00%
1942 -1.63% 1.85% 7.38% 8.40%
1941 -0.15% 0.90% 4.95% -9.12%
1940 0.55% -13.99% 9.26% 5.99%
1939 -7.45% 1.65% 18.45% -1.01%
1938 -12.74% 23.35% 0.39% 10.23%
1937 1.69% -11.94% -11.28% -18.70%
1936 9.20% 1.16% 9.66% 8.41%
1935 -4.55% 19.47% 6.95% 10.97%
1934 16.09% -0.68% -3.70% 8.37%
1933 -13.74% 43.11% -12.28% -1.34%
1932 -4.30% -23.25% 47.66% -9.48%
1931 10.64% -3.71% -27.18% -5.16%
1930 7.77% -10.48% -2.11% -16.58%
1929 -4.28% -- -- --

Rank in Category (By Total Return)

YTD 41
1-Month 57
3-Month 41
1-Year 33
3-Year 17
5-Year 21

Load Adjusted Returns

1-Year 16.73%
3-Year 5.91%
5-Year 8.93%
10-Year 8.21%

Performance & Risk

YTD Return 3.11%
5y Average Return 8.01%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Vanguard
Net Assets 111.7B
YTD Return 5.50%
Yield 2.11%
Morningstar Rating
Inception Date May 14, 2001

Fund Summary

The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.

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