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VWELX: VANGUARD WELLINGTON FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 42.39 0.04(0.09%) April 24
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (90%) |
Start Date: | 02/26/1980 |
Last Dividend Date: | 03/15/2024 |
12-Mo. Yield | 12.31% |
Expenses | 0.17% |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/05/1984 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 3.0 | 12.7 | 4.0 | 8.0 | 7.5 | 9.9 | 7.8 | 9.7 | 14.3 | -14.4 | 19.0 | 10.6 | 22.5 | -3.4 | 10.3 | 11.0 | 0.0 | 9.8 | 19.7 | 12.6 | 3.9 | 10.9 | 22.2 | -22.3 | 8.3 | 15.0 | 6.8 | 11.2 | 20.7 | -6.9 | 4.2 | 10.5 | 4.4 | 12.1 | 23.2 | 16.1 | 32.9 | -0.5 | 13.2 | 8.2 | 25.0 | -2.8 | 21.6 | 10.5 | 2.4 | 15.8 | 25.8 | 6.5 | 19.5 | 24.5 | 2.9 | 19.2 |
Sharpe Ratio | NA | 0.28 | 0.95 | 0.1 | 0.22 | 0.31 | NA | NA | 0.54 | 1.17 | -1.0 | 2.3 | 0.46 | 0.38 | -0.49 | 1.66 | 1.27 | 0.0 | 1.45 | 2.72 | 1.63 | 0.27 | 0.99 | 1.33 | -0.95 | 0.55 | 1.73 | 0.68 | 1.47 | 2.05 | -0.54 | 0.17 | 0.55 | 0.12 | 0.83 | 1.81 | 1.42 | 4.55 | -0.44 | 2.02 | 0.95 | 2.09 | -0.74 | 1.93 | 0.43 | -0.08 | 1.15 | 2.87 | -0.03 | 1.27 | 1.42 | -0.71 | 1.21 |
Draw Down(%) | NA | 3.6 | 6.9 | 20.9 | 32.9 | 32.9 | NA | NA | 36.1 | 6.9 | 20.7 | 3.6 | 25.3 | 32.9 | 10.9 | 4.0 | 5.8 | 8.1 | 4.6 | 4.8 | 6.0 | 11.9 | 9.3 | 17.4 | 33.4 | 6.0 | 5.3 | 4.5 | 5.4 | 9.3 | 19.7 | 13.1 | 10.4 | 9.9 | 10.6 | 7.0 | 3.9 | 2.3 | 8.5 | 2.2 | 3.8 | 4.3 | 13.5 | 5.2 | 7.2 | 24.1 | 5.9 | 4.4 | 8.1 | 6.6 | 8.4 | 11.6 | 9.8 |
Standard Deviation(%) | NA | 7.8 | 8.2 | 11.3 | 28.0 | 20.6 | NA | NA | 14.0 | 8.7 | 15.8 | 8.3 | 22.3 | 55.0 | 9.7 | 5.8 | 8.5 | 9.6 | 6.8 | 7.2 | 7.7 | 14.2 | 11.0 | 16.6 | 24.5 | 9.8 | 6.8 | 6.8 | 7.0 | 9.8 | 14.7 | 11.2 | 11.5 | 10.1 | 10.5 | 10.8 | 8.8 | 6.4 | 7.7 | 5.5 | 6.1 | 10.2 | 10.8 | 8.2 | 13.4 | 21.4 | 10.1 | 7.2 | 9.9 | 10.5 | 11.9 | 10.1 | 12.3 |
Treynor Ratio | NA | 0.02 | 0.08 | 0.01 | 0.06 | 0.06 | NA | NA | 0.08 | 0.11 | -0.16 | 0.21 | 0.1 | 0.11 | -0.05 | 0.1 | 0.1 | 0.0 | 0.1 | 0.19 | 0.12 | 0.04 | 0.11 | 0.22 | -0.22 | 0.05 | 0.12 | 0.05 | 0.11 | 0.2 | -0.08 | 0.02 | 0.13 | 0.02 | 0.11 | 0.2 | 0.13 | 0.32 | -0.03 | 0.14 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | NA | NA | 0.02 | -0.01 | 0.01 | 0.02 | -0.02 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | 0.04 | -0.01 | 0.0 | 0.02 | 0.03 | 0.04 | 0.02 | 0.03 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.94 | 0.95 | 0.96 | 1.06 | 1.05 | NA | NA | 0.97 | 0.94 | 0.97 | 0.92 | 1.07 | 1.94 | 0.95 | 0.99 | 1.06 | 1.09 | 0.98 | 1.03 | 1.02 | 1.03 | 1.02 | 0.99 | 1.03 | 1.05 | 0.98 | 1.01 | 0.96 | 1.01 | 1.03 | 0.77 | 0.49 | 0.76 | 0.83 | 0.96 | 0.94 | 0.91 | 0.98 | 0.79 | 0.75 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.95 | 0.95 | 0.95 | 0.24 | 0.29 | NA | NA | 0.41 | 0.95 | 0.97 | 0.88 | 0.98 | 0.06 | 0.93 | 0.47 | 0.94 | 0.97 | 0.93 | 0.96 | 0.94 | 0.97 | 0.96 | 0.97 | 0.97 | 0.96 | 0.93 | 0.93 | 0.92 | 0.95 | 0.94 | 0.74 | 0.36 | 0.7 | 0.84 | 0.87 | 0.79 | 0.7 | 0.83 | 0.72 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.5 | 6.3 | 6.8 | 7.5 | 6.8 | 9.3 | 7.3 | N/A | 6.5 | 6.5 | 9.5 | 7.9 | 5.5 | 8.3 | 2.6 | 4.8 | 6.1 | 6.6 | 7.2 | 4.4 | 3.0 | 2.9 | 3.6 | 3.2 | 7.7 | 7.8 | 6.2 | 6.2 | 3.1 | 3.1 | 7.4 | 9.2 | 9.0 | 12.0 | 10.3 | 8.8 | 6.4 | 4.5 | 6.8 | 5.9 | 8.6 | 5.6 | 10.2 | 4.6 | 7.0 | 6.5 | 7.5 | 7.4 | 8.2 | 8.9 | 8.1 | 8.0 |
Dividend Growth(%) | N/A | -91.2 | -20.3 | 7.7 | 36.4 | 63.4 | 13.9 | N/A | N/A | -20.7 | -25.1 | 21.4 | 70.0 | -42.3 | 241.7 | -40.8 | -27.2 | -4.0 | 0.4 | 77.1 | 48.9 | 10.6 | -5.6 | -12.6 | -58.8 | 5.0 | 27.3 | 5.1 | 131.2 | -8.3 | -59.4 | -18.8 | -3.4 | -26.1 | 32.7 | 24.0 | 73.6 | 37.4 | -30.0 | 18.2 | -20.9 | 37.6 | -37.7 | 125.0 | -35.7 | 19.1 | 2.2 | 0.0 | 1.1 | 4.6 | 3.6 | 12.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/1984
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