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VWENX: VANGUARD WELLINGTON FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 74.95 0.07(0.09%) March 28
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (90%) |
Start Date: | 05/16/2001 |
Last Dividend Date: | 09/15/2023 |
12-Mo. Yield | 12.42% |
Expenses | 0.17% |
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Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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(%) | 0.4 | 5.0 | 13.7 | 4.2 | 8.0 | 7.8 | 10.3 | 8.1 | 7.8 | 14.4 | -14.3 | 19.1 | 10.7 | 22.6 | -3.3 | 14.8 | 11.1 | 0.1 | 9.9 | 19.8 | 12.7 | 3.9 | 11.0 | 22.3 | -22.2 | 8.4 | 15.1 | 7.0 | 11.3 | 20.9 | -6.8 | -1.4 |
Sharpe Ratio | NA | 2.72 | 1.92 | 0.35 | 0.27 | 0.36 | NA | NA | 0.41 | 1.18 | -1.0 | 2.3 | 0.47 | 0.39 | -0.48 | 3.4 | 1.27 | 0.01 | 1.46 | 2.73 | 1.65 | 0.28 | 0.99 | 1.34 | -0.94 | 0.56 | 1.75 | 0.71 | 1.49 | 2.05 | -0.54 | -0.38 |
Draw Down(%) | NA | 1.4 | 6.9 | 20.8 | 32.9 | 32.9 | NA | NA | 36.0 | 6.9 | 20.6 | 3.6 | 25.3 | 32.9 | 10.9 | 1.7 | 5.8 | 8.1 | 4.6 | 4.8 | 6.0 | 11.9 | 9.2 | 17.4 | 33.4 | 6.0 | 5.3 | 4.5 | 5.4 | 9.3 | 19.6 | 13.0 |
Standard Deviation(%) | NA | 7.7 | 8.0 | 11.3 | 28.0 | 20.6 | NA | NA | 16.5 | 8.7 | 15.8 | 8.3 | 22.3 | 55.0 | 9.7 | 4.2 | 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 | 11.0 |
Treynor Ratio | NA | 0.22 | 0.16 | 0.04 | 0.07 | 0.07 | NA | NA | 0.07 | 0.11 | -0.16 | 0.21 | 0.1 | 0.11 | -0.05 | 0.15 | 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 | -0.04 |
Alpha | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | -0.01 | 0.01 | 0.02 | -0.02 | -0.01 | 0.0 | 0.0 | 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 | 0.01 |
Beta | NA | 0.95 | 0.95 | 0.96 | 1.07 | 1.05 | NA | NA | 1.03 | 0.94 | 0.97 | 0.93 | 1.07 | 1.93 | 0.95 | 0.98 | 1.06 | 1.1 | 0.98 | 1.03 | 1.02 | 1.03 | 1.02 | 0.99 | 1.03 | 1.05 | 0.98 | 1.01 | 0.96 | 1.02 | 1.03 | 0.95 |
RSquared | NA | 0.94 | 0.95 | 0.95 | 0.24 | 0.29 | NA | NA | 0.49 | 0.95 | 0.97 | 0.89 | 0.98 | 0.06 | 0.93 | 0.87 | 0.94 | 0.97 | 0.93 | 0.96 | 0.94 | 0.97 | 0.97 | 0.97 | 0.97 | 0.96 | 0.93 | 0.93 | 0.92 | 0.95 | 0.94 | 0.87 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/14/2001
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