Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VWENX (VANGUARD WELLINGTON FUND ADMIRAL SHARES) | 3.66% | 9.62% | 12.16% | 9.65% | 8.57% | 9.60% | 8.32% | 7.94% |
Data as of 06/20/2025, AR inception is 05/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VWENX (VANGUARD WELLINGTON FUND ADMIRAL SHARES) | 05/16/2001 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 (%) | 0.13 | 9.62 | 12.16 | 9.65 | 8.57 | 9.60 | 8.32 | 7.94 | 3.66 | 14.82 | 14.40 | -14.31 | 19.09 | 10.66 | 22.61 | -3.35 | 14.82 | 11.09 | 0.14 | 9.90 | 19.76 | 12.67 | 3.95 | 11.04 | 22.34 | -22.21 | 8.45 | 15.07 | 6.99 | 11.34 | 20.87 | -6.79 | -1.40 |
| Sharpe Ratio | NA | 0.50 | 0.82 | 0.68 | 0.34 | NA | NA | 0.42 | 0.31 | 1.29 | 1.25 | -1.00 | 2.30 | 0.47 | 0.38 | -0.49 | 3.39 | 1.27 | 0.01 | 1.46 | 2.73 | 1.65 | 0.28 | 0.99 | 1.34 | -0.94 | 0.54 | 1.73 | 0.70 | 1.48 | 2.05 | -0.54 | -0.39 |
| Standard Deviation(%) | NA | 12.80 | 11.47 | 11.37 | 20.86 | NA | NA | 16.26 | 15.83 | 8.69 | 8.68 | 15.80 | 8.27 | 22.23 | 55.03 | 9.67 | 4.19 | 8.54 | 9.63 | 6.77 | 7.21 | 7.73 | 14.22 | 11.00 | 16.62 | 24.50 | 9.83 | 6.78 | 6.79 | 6.99 | 9.84 | 14.71 | 11.02 |
| Draw Down(%) | NA | 11.98 | 12.93 | 20.84 | 32.93 | NA | NA | 36.00 | 11.98 | 4.94 | 6.91 | 20.63 | 3.61 | 25.33 | 32.93 | 10.88 | 1.67 | 5.81 | 8.13 | 4.61 | 4.78 | 5.97 | 11.88 | 9.22 | 17.43 | 33.41 | 5.95 | 5.25 | 4.52 | 5.38 | 9.26 | 19.62 | 13.05 |
| Yield(%) | 0.00 | 10.44 | 8.53 | 8.57 | 7.67 | 9.00 | 7.80 | 7.52 | 1.18 | 11.30 | 6.55 | 6.56 | 9.63 | 7.98 | 5.54 | 8.43 | 7.01 | 4.85 | 6.19 | 6.72 | 7.33 | 4.51 | 3.10 | 3.00 | 3.73 | 3.29 | 7.84 | 7.89 | 6.40 | 6.34 | 3.20 | 3.18 | 6.26 |
Data as of 06/20/2025, AR inception is 05/16/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWENX (VANGUARD WELLINGTON FUND ADMIRAL SHARES) |
-5.69%
Feb 2006 - Feb 2009 |
-0.10%
Feb 2004 - Feb 2009 |
6.03%
Aug 2001 - Aug 2011 |
6.50%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWENX (VANGUARD WELLINGTON FUND ADMIRAL SHARES) |
19.14%
Feb 2009 - Feb 2012 |
16.91%
Feb 2009 - Feb 2014 |
12.07%
Feb 2009 - Feb 2019 |
10.98%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart