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VWINX: Vanguard Wellesley Income Fund (MUTUAL FUND)
Basic Info 25.45 0.13(0.51%) March 17
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 01/02/1980 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 6.55% |
| Expenses | 0.16% |
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Performance Analytics (As of 03/14/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/1980 |
2024 | 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(%) | 0.1 | 2.7 | 8.5 | 3.7 | 6.4 | 5.5 | 6.6 | 6.3 | 9.1 | 5.9 | 7.1 | -9.1 | 8.5 | 8.4 | 16.4 | -2.5 | 10.2 | 8.1 | 1.3 | 8.1 | 9.2 | 10.1 | 9.6 | 10.7 | 16.1 | -9.8 | 5.6 | 10.0 | 3.5 | 7.6 | 9.7 | 4.6 | 7.4 | 17.9 | -0.9 | 12.4 | 12.6 | 6.3 | 27.1 | -5.7 | 16.4 | 7.6 | 21.5 | 3.3 | 19.2 | 13.6 | -4.4 | 15.1 | 26.6 | 16.6 | 18.6 | 23.3 | 8.6 | 12.5 |
| Sharpe Ratio | NA | 1.47 | 0.27 | -0.07 | 0.39 | 0.55 | NA | NA | 0.87 | -0.13 | 0.37 | -1.07 | 1.83 | 0.63 | 4.19 | -0.77 | 3.61 | 1.74 | 0.24 | 2.23 | 1.95 | 2.85 | 1.67 | 1.91 | 1.75 | -0.8 | 0.47 | 1.54 | 0.28 | 1.36 | 1.57 | 0.48 | 0.8 | 1.59 | -0.34 | 0.97 | 0.96 | 0.35 | 4.11 | -1.31 | 2.11 | 1.08 | 3.29 | -0.31 | 2.33 | 1.22 | -0.66 | 1.6 | 3.99 | 1.74 | 2.18 | 2.08 | -0.18 | 0.5 |
| Draw Down(%) | NA | 1.9 | 3.9 | 12.5 | 15.3 | 17.4 | NA | NA | 21.7 | 3.7 | 7.0 | 15.3 | 2.3 | 17.4 | 1.1 | 5.8 | 1.0 | 3.1 | 5.3 | 2.4 | 4.7 | 2.3 | 4.1 | 3.8 | 12.9 | 18.3 | 3.1 | 1.8 | 3.1 | 4.9 | 6.1 | 8.2 | 4.1 | 5.5 | 11.4 | 4.6 | 6.3 | 5.8 | 2.3 | 8.6 | 4.9 | 4.3 | 2.1 | 6.1 | 2.3 | 4.2 | 15.5 | 4.6 | 3.2 | 6.3 | 3.4 | 4.8 | 7.8 | 10.1 |
| Standard Deviation(%) | NA | 6.0 | 5.8 | 7.8 | 8.1 | 6.9 | NA | NA | 7.2 | 5.7 | 7.7 | 9.8 | 4.6 | 13.0 | 3.6 | 5.0 | 2.6 | 4.5 | 5.3 | 3.6 | 4.7 | 3.5 | 5.8 | 5.5 | 9.1 | 13.4 | 5.6 | 4.4 | 4.6 | 4.9 | 5.7 | 7.3 | 6.4 | 8.7 | 12.0 | 9.3 | 9.4 | 7.9 | 5.7 | 6.6 | 6.7 | 4.8 | 5.4 | 6.3 | 5.8 | 7.3 | 12.8 | 6.8 | 5.4 | 5.7 | 5.7 | 7.6 | 7.7 | 8.8 |
| Treynor Ratio | NA | 0.09 | 0.02 | -0.01 | 0.03 | 0.04 | NA | NA | 0.06 | -0.01 | 0.03 | -0.11 | 0.08 | 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 | 0.07 | 0.01 | 0.07 | 0.09 | 0.04 | 0.05 | 0.14 | -0.04 | 0.09 | 0.09 | 0.03 | 0.23 | -0.09 | 0.14 | 0.05 | 0.18 | -0.02 | 0.13 | 0.09 | -0.08 | 0.11 | 0.21 | 0.1 | 0.12 | 0.16 | -0.01 | 0.04 |
| 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 | 0.0 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.0 | 5.8 | 5.6 | 6.2 | 5.5 | 6.2 | 5.9 | N/A | 6.6 | 4.8 | 6.5 | 6.2 | 4.4 | 4.4 | 6.9 | 4.2 | 4.2 | 5.4 | 5.1 | 5.9 | 4.8 | 3.8 | 3.9 | 4.8 | 6.0 | 5.5 | 6.4 | 5.8 | 4.2 | 4.4 | 4.6 | 9.2 | 9.3 | 13.2 | 10.6 | 5.9 | 5.7 | 6.7 | 5.8 | 10.1 | 6.7 | 7.9 | 7.7 | 8.6 | 8.4 | 6.4 | 8.7 | 10.4 | 10.8 | 11.1 | 11.8 | 11.3 | 10.4 |
| Dividend Growth(%) | N/A | -100.0 | 19.6 | 16.2 | 19.9 | 23.0 | -7.2 | -9.1 | N/A | 38.8 | -37.1 | 7.4 | 43.5 | 13.2 | -41.8 | 71.5 | 5.8 | -25.8 | 9.0 | -12.4 | 30.4 | 34.2 | 2.4 | -9.8 | -31.9 | 9.1 | -11.2 | 7.7 | 42.6 | 0.9 | -4.4 | -51.3 | 7.9 | -40.9 | 26.1 | 93.3 | 3.4 | 1.8 | 2.7 | -39.3 | 51.2 | -4.7 | -2.3 | -0.8 | 6.5 | 18.3 | -21.8 | -3.6 | 0.7 | 4.6 | 4.0 | 0.8 | 9.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1980
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See Conservative Allocation Asset Class Trend Rankings |
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