VWIAX | VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES

Basic Info 61.15 0.2(0.33%)
May 14

VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES started on 05/14/2001

VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES is classified as asset class Conservative Allocation

VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES expense ratio is 0.16%

VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES rating is

(91%)

VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (VWIAX) Dividend Info

VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (VWIAX) dividend growth in the last 12 months is -37.00%

The trailing 12-month yield of VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES is 4.92%. its dividend history:

Date	Dividend
03/15/2024	0.5196
12/19/2023	1.4012
09/15/2023	0.5082
06/16/2023	0.5042
03/17/2023	0.4879
12/19/2022	3.2115
09/16/2022	0.4784
06/17/2022	0.4781
03/22/2022	0.4237
12/20/2021	2.9798
09/17/2021	0.4664
06/18/2021	0.3743
03/24/2021	0.461
12/21/2020	1.6047
09/28/2020	0.46
06/26/2020	0.462
03/20/2020	0.47
12/17/2019	1.25
09/13/2019	0.47
06/14/2019	0.46
03/20/2019	0.469
12/18/2018	3.102
09/21/2018	0.498
06/15/2018	0.503
03/15/2018	0.42
12/18/2017	1.28
09/21/2017	0.479
06/22/2017	0.472
03/28/2017	0.424
12/23/2016	1.208
09/16/2016	0.439
06/16/2016	0.465
03/16/2016	0.401
12/16/2015	2.02
09/18/2015	0.469
06/19/2015	0.445
03/26/2015	0.43
12/17/2014	1.639
09/19/2014	0.458
06/20/2014	0.449
03/28/2014	0.547
12/17/2013	2.159
09/26/2013	0.451
06/27/2013	0.494
03/27/2013	0.428
12/17/2012	1.31
09/27/2012	0.449
06/28/2012	0.486
03/29/2012	0.47
12/16/2011	0.539
09/29/2011	0.504
06/29/2011	0.511
03/30/2011	0.474
12/16/2010	0.54
09/27/2010	0.475
06/28/2010	0.495
03/29/2010	0.467
12/21/2009	0.588
09/28/2009	0.497
06/25/2009	0.541
03/26/2009	0.576
12/16/2008	1.428
09/25/2008	0.593
06/26/2008	0.624
03/27/2008	0.572
12/13/2007	1.316
09/21/2007	0.572
06/22/2007	0.571
03/23/2007	0.496
12/15/2006	2.287
09/22/2006	0.57
06/23/2006	0.546
03/24/2006	0.498
12/19/2005	1.561
12/16/2005	1.561
09/23/2005	0.54
06/24/2005	0.523
06/23/2005	0.523
03/23/2005	0.472
12/17/2004	0.596
09/24/2004	0.521
06/18/2004	0.523
03/26/2004	0.448
03/19/2004	0.448
12/12/2003	0.63
09/26/2003	0.533
06/20/2003	0.498
03/28/2003	0.5
03/22/2002	0.54
09/21/2001	0.578

Dividend Growth History for VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (VWIAX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$2.9015	4.88%	-36.81%	-
2022	$4.5917	6.58%	7.25%	-36.81%
2021	$4.2815	6.28%	42.87%	-17.68%
2020	$2.9967	4.51%	13.13%	-1.07%
2019	$2.649	4.47%	-41.43%	2.30%
2018	$4.523	6.93%	70.36%	-8.50%
2017	$2.655	4.29%	5.65%	1.49%
2016	$2.513	4.25%	-25.30%	2.07%
2015	$3.364	5.42%	8.76%	-1.83%
2014	$3.093	5.15%	-12.43%	-0.71%
2013	$3.532	6.01%	30.09%	-1.95%
2012	$2.715	4.87%	33.88%	0.61%
2011	$2.028	3.85%	2.58%	3.03%
2010	$1.977	3.98%	-10.22%	3.00%
2009	$2.202	4.92%	-31.55%	1.99%
2008	$3.217	6.08%	8.87%	-0.69%
2007	$2.955	5.58%	-24.25%	-0.11%
2006	$3.901	7.59%	-24.69%	-1.73%
2005	$5.18	9.94%	104.26%	-3.17%
2004	$2.536	5.02%	17.35%	0.71%
2003	$2.161	4.46%	300.19%	1.48%
2002	$0.54	1.12%	-6.57%	8.34%
2001	$0.578	1.16%	-	7.61%

Dividend Growth Chart for VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (VWIAX)

VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (VWIAX) Historical Returns And Risk Info

From 05/14/2001 to 05/14/2024, the compound annualized total return (dividend reinvested) of VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (VWIAX) is 6.202%. Its cumulative total return (dividend reinvested) is 298.08%.

From 05/14/2001 to 05/14/2024, the Maximum Drawdown of VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (VWIAX) is 21.6%.

From 05/14/2001 to 05/14/2024, the Sharpe Ratio of VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (VWIAX) is 0.75.

From 05/14/2001 to 05/14/2024, the Annualized Standard Deviation of VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (VWIAX) is 6.9%.

From 05/14/2001 to 05/14/2024, the Beta of VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (VWIAX) is 1.0.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 05/14/2001	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001
Annualized Return(%)	1.0	1.6	7.4	0.9	4.8	5.2	7.5	6.8	6.2	7.1	-9.0	8.5	8.5	16.5	-2.5	10.3	8.2	1.4	8.2	9.3	10.1	9.8	10.7	16.2	-9.7	5.8	11.4	7.9	8.4	9.8	1.1	-2.4
Sharpe Ratio	NA	0.14	0.47	-0.18	0.38	0.61	NA	NA	0.75	0.37	-1.07	1.78	0.63	4.23	-0.76	3.69	1.76	0.25	2.25	1.97	2.89	1.69	1.94	1.76	-0.79	0.5	1.9	1.04	1.46	1.59	0.0	-0.6
Draw Down(%)	NA	3.4	7.0	15.3	17.4	17.4	NA	NA	21.6	7.0	15.3	2.3	17.4	1.1	5.8	1.0	3.0	5.3	2.4	4.7	2.3	4.1	3.8	12.9	18.3	3.0	1.8	3.1	4.1	6.1	9.3	7.9
Standard Deviation(%)	NA	6.0	7.6	7.8	8.6	6.8	NA	NA	6.9	7.8	9.8	4.8	13.0	3.6	5.0	2.6	4.5	5.3	3.6	4.7	3.5	5.8	5.5	9.2	13.4	5.6	4.3	5.5	5.1	5.7	7.9	9.5
Treynor Ratio	NA	0.01	0.04	-0.01	0.03	0.04	NA	NA	0.05	0.03	-0.1	0.09	0.08	0.15	-0.04	0.1	0.08	0.01	0.08	0.09	0.1	0.1	0.11	0.16	-0.11	0.03	0.09	0.06	0.08	0.09	0.0	-0.05
Alpha	NA	0.0	0.0	0.0	0.0	0.0	NA	NA	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.01	0.02	0.0	0.0	-0.01	-0.04
Beta	NA	1.0	0.99	1.0	1.0	1.0	NA	NA	1.0	0.99	1.0	0.97	1.0	1.0	1.0	0.99	1.0	1.0	1.0	1.0	0.99	1.0	0.99	1.0	1.0	0.99	0.94	0.96	0.99	1.0	1.03	1.05
RSquare	NA	1.0	0.96	0.98	0.98	0.99	NA	NA	0.95	0.96	1.0	0.88	1.0	1.0	1.0	0.99	1.0	1.0	1.0	1.0	0.99	1.0	1.0	1.0	1.0	1.0	0.93	0.65	0.88	1.0	0.93	0.55
Yield(%)	N/A	0.9	4.9	5.5	5.6	5.4	7.0	6.4	N/A	4.9	6.6	6.3	4.5	4.5	6.9	4.3	4.2	5.4	5.2	6.0	4.9	3.8	4.0	4.9	6.1	5.6	7.6	9.9	5.0	4.5	1.1	1.2
Dividend Growth(%)	N/A	-82.1	-37.0	15.9	8.7	12.2	N/A	N/A	N/A	-36.8	7.2	43.1	12.8	-41.4	70.6	5.6	-25.3	8.4	-12.2	29.8	34.7	1.5	-10.0	-31.2	8.4	-24.3	-24.4	103.5	17.6	300.0	-6.9	N/A

Return Calculator for VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (VWIAX)

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VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (VWIAX) Historical Return Chart

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VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (VWIAX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 05/14/2001 to 05/14/2024, the worst annualized return of 3-year rolling returns for VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (VWIAX) is 0.26%.

From 05/14/2001 to 05/14/2024, the worst annualized return of 5-year rolling returns for VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (VWIAX) is 3.71%.

From 05/14/2001 to 05/14/2024, the worst annualized return of 10-year rolling returns for VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (VWIAX) is 5.39%.

From 05/14/2001 to 05/14/2024, the worst annualized return of 20-year rolling returns for VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (VWIAX) is 6.52%.

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