VWELX | VANGUARD WELLINGTON FUND INVESTOR SHARES

Basic Info 44.03 0.02(0.05%)
May 20

VANGUARD WELLINGTON FUND INVESTOR SHARES started on 02/26/1980

VANGUARD WELLINGTON FUND INVESTOR SHARES is classified as asset class Moderate Allocation

VANGUARD WELLINGTON FUND INVESTOR SHARES expense ratio is 0.17%

VANGUARD WELLINGTON FUND INVESTOR SHARES rating is

(90%)

VANGUARD WELLINGTON FUND INVESTOR SHARES (VWELX) Dividend Info

VANGUARD WELLINGTON FUND INVESTOR SHARES (VWELX) dividend growth in the last 12 months is -20.68%

The trailing 12-month yield of VANGUARD WELLINGTON FUND INVESTOR SHARES is 6.24%. its dividend history:

Date	Dividend
03/15/2024	0.219
12/15/2023	1.8269
09/15/2023	0.2278
06/16/2023	0.2277
03/17/2023	0.2015
12/28/2022	2.54
09/16/2022	0.2028
06/17/2022	0.2091
03/18/2022	0.1894
12/29/2021	3.5349
09/17/2021	0.1792
06/18/2021	0.1937
03/19/2021	0.2853
12/29/2020	2.7409
09/18/2020	0.2101
06/19/2020	0.2258
03/20/2020	0.269
12/27/2019	1.2258
09/23/2019	0.2647
06/14/2019	0.2763
03/20/2019	0.2571
12/18/2018	2.7085
09/21/2018	0.2736
06/15/2018	0.3048
03/15/2018	0.2354
12/22/2017	0.2726
09/21/2017	0.247
06/22/2017	0.273
03/28/2017	0.238
12/23/2016	1.008
09/16/2016	0.246
06/16/2016	0.253
03/16/2016	0.228
12/24/2015	1.676
09/18/2015	0.243
06/19/2015	0.243
03/26/2015	0.23
12/26/2014	1.781
09/19/2014	0.242
06/20/2014	0.234
03/28/2014	0.243
12/26/2013	1.801
09/26/2013	0.231
06/27/2013	0.24
03/27/2013	0.214
12/28/2012	0.714
09/27/2012	0.224
06/28/2012	0.24
03/29/2012	0.226
12/27/2011	0.26
09/29/2011	0.238
06/29/2011	0.243
03/30/2011	0.203
12/28/2010	0.22
09/27/2010	0.21
06/28/2010	0.23
03/29/2010	0.191
12/28/2009	0.247
09/28/2009	0.207
06/25/2009	0.241
03/26/2009	0.204
12/26/2008	0.274
09/25/2008	0.251
06/26/2008	0.283
03/27/2008	0.23
12/27/2007	1.754
09/21/2007	0.26
06/22/2007	0.27
03/23/2007	0.22
12/26/2006	1.681
09/22/2006	0.24
06/23/2006	0.25
03/24/2006	0.21
12/28/2005	1.254
09/23/2005	0.21
06/24/2005	0.21
03/23/2005	0.2
12/23/2004	1.184
09/24/2004	0.21
06/25/2004	0.21
03/26/2004	0.18
12/19/2003	0.215
09/26/2003	0.19
06/20/2003	0.18
03/28/2003	0.18
12/20/2002	0.22
09/27/2002	0.21
06/21/2002	0.21
03/22/2002	0.2
12/21/2001	1.371
09/21/2001	0.23
06/22/2001	0.23
03/23/2001	0.24
12/22/2000	1.79
09/22/2000	0.26
06/23/2000	0.25
03/24/2000	0.25
12/17/1999	1.89
09/24/1999	0.25
06/25/1999	0.25
03/26/1999	0.25
12/16/1998	2.91
09/25/1998	0.22
06/26/1998	0.22
03/27/1998	0.22
12/12/1997	2.09
09/24/1997	0.2
06/25/1997	0.2
03/25/1997	0.2
12/11/1996	1.57
09/25/1996	0.2
06/25/1996	0.2
03/26/1996	0.2
12/13/1995	0.65
09/26/1995	0.2
06/21/1995	0.2
03/22/1995	0.2
12/14/1994	0.31
09/21/1994	0.2
06/22/1994	0.2
03/23/1994	0.2
12/15/1993	0.7
09/22/1993	0.2
06/23/1993	0.2
02/23/1993	0.2
12/16/1992	0.5
08/27/1992	0.2
05/27/1992	0.2
02/26/1992	0.2
12/11/1991	0.59
08/29/1991	0.2
08/26/1991	0.2
05/28/1991	0.2
02/27/1991	0.2
12/13/1990	0.41
08/28/1990	0.2
05/25/1990	0.2
02/23/1990	0.2
12/20/1989	1.06
08/29/1989	0.2
05/26/1989	0.18
02/24/1989	0.18
08/30/1988	0.18
05/27/1988	0.18
05/26/1988	0.18
02/26/1988	0.18
12/18/1987	0.58
08/28/1987	0.18
05/28/1987	0.18
02/26/1987	0.18
11/18/1986	0.4
08/29/1986	0.18
05/29/1986	0.18
02/28/1986	0.18
11/13/1985	0.47
08/28/1985	0.15
05/29/1985	0.15
02/28/1985	0.15
11/13/1984	0.47
08/28/1984	0.15
05/30/1984	0.15
02/28/1984	0.15
11/10/1983	0.46
08/29/1983	0.15
05/26/1983	0.15
02/24/1983	0.15
10/27/1982	0.42
08/26/1982	0.15
05/27/1982	0.15
02/25/1982	0.15
10/27/1981	0.42
08/27/1981	0.14
05/27/1981	0.14
02/26/1981	0.14
10/27/1980	0.42
08/27/1980	0.11
05/28/1980	0.11
02/27/1980	0.11

Dividend Growth History for VANGUARD WELLINGTON FUND INVESTOR SHARES (VWELX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$2.4839	6.47%	-20.93%	-
2022	$3.1413	6.48%	-25.08%	-20.93%
2021	$4.1931	9.54%	21.69%	-23.03%
2020	$3.4458	7.90%	70.26%	-10.34%
2019	$2.0239	5.45%	-42.54%	5.25%
2018	$3.5223	8.35%	241.77%	-6.75%
2017	$1.0306	2.62%	-40.60%	15.79%
2016	$1.735	4.76%	-27.47%	5.26%
2015	$2.392	6.11%	-4.32%	0.47%
2014	$2.5	6.63%	0.56%	-0.07%
2013	$2.486	7.24%	77.07%	-0.01%
2012	$1.404	4.43%	48.73%	5.32%
2011	$0.944	3.02%	10.93%	8.40%
2010	$0.851	2.92%	-5.34%	8.59%
2009	$0.899	3.62%	-13.39%	7.53%
2008	$1.038	3.19%	-58.55%	5.99%
2007	$2.504	7.73%	5.17%	-0.05%
2006	$2.381	7.76%	27.05%	0.25%
2005	$1.874	6.25%	5.04%	1.58%
2004	$1.784	6.20%	133.20%	1.76%
2003	$0.765	3.07%	-8.93%	6.07%
2002	$0.84	3.08%	-59.44%	5.30%
2001	$2.071	7.35%	-18.78%	0.83%
2000	$2.55	9.25%	-3.41%	-0.11%
1999	$2.64	8.98%	-26.05%	-0.25%
1998	$3.57	12.05%	32.71%	-1.44%
1997	$2.69	10.33%	23.96%	-0.31%
1996	$2.17	8.85%	73.60%	0.50%
1995	$1.25	6.45%	37.36%	2.48%
1994	$0.91	4.47%	-30.00%	3.52%
1993	$1.3	6.77%	18.18%	2.18%
1992	$1.1	5.86%	-20.86%	2.66%
1991	$1.39	8.56%	37.62%	1.83%
1990	$1.01	5.61%	-37.65%	2.76%
1989	$1.62	10.19%	125.00%	1.27%
1988	$0.72	4.64%	-35.71%	3.60%
1987	$1.12	6.99%	19.15%	2.24%
1986	$0.94	6.51%	2.17%	2.66%
1985	$0.92	7.52%	0.00%	2.65%
1984	$0.92	7.41%	1.10%	2.58%
1983	$0.91	8.18%	4.60%	2.54%
1982	$0.87	8.89%	3.57%	2.59%
1981	$0.84	8.05%	12.00%	2.61%
1980	$0.75	7.99%	-	2.82%

Dividend Growth Chart for VANGUARD WELLINGTON FUND INVESTOR SHARES (VWELX)

VANGUARD WELLINGTON FUND INVESTOR SHARES (VWELX) Historical Returns And Risk Info

From 11/05/1984 to 05/20/2024, the compound annualized total return (dividend reinvested) of VANGUARD WELLINGTON FUND INVESTOR SHARES (VWELX) is 9.771%. Its cumulative total return (dividend reinvested) is 3,887.609%.

From 11/05/1984 to 05/20/2024, the Maximum Drawdown of VANGUARD WELLINGTON FUND INVESTOR SHARES (VWELX) is 36.1%.

From 11/05/1984 to 05/20/2024, the Sharpe Ratio of VANGUARD WELLINGTON FUND INVESTOR SHARES (VWELX) is 0.54.

From 11/05/1984 to 05/20/2024, the Annualized Standard Deviation of VANGUARD WELLINGTON FUND INVESTOR SHARES (VWELX) is 14.0%.

From 11/05/1984 to 05/20/2024, the Beta of VANGUARD WELLINGTON FUND INVESTOR SHARES (VWELX) is 0.97.

	Last 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(%)	1.3	7.1	16.7	4.9	9.0	7.8	9.8	8.2	9.8	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	2.01	1.57	0.23	0.26	0.33	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	8.0	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	0.17	0.14	0.03	0.07	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	0.95	0.95	0.96	1.06	1.05	NA	NA	0.97	0.93	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
RSquare	NA	0.96	0.95	0.95	0.24	0.29	NA	NA	0.41	0.94	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	6.2	6.9	7.5	6.8	8.8	7.6	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	-20.7	7.9	36.2	63.0	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

Return Calculator for VANGUARD WELLINGTON FUND INVESTOR SHARES (VWELX)

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VANGUARD WELLINGTON FUND INVESTOR SHARES (VWELX) Historical Return Chart

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VANGUARD WELLINGTON FUND INVESTOR SHARES (VWELX) 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 11/05/1984 to 05/20/2024, the worst annualized return of 3-year rolling returns for VANGUARD WELLINGTON FUND INVESTOR SHARES (VWELX) is -5.79%.

From 11/05/1984 to 05/20/2024, the worst annualized return of 5-year rolling returns for VANGUARD WELLINGTON FUND INVESTOR SHARES (VWELX) is -0.22%.

From 11/05/1984 to 05/20/2024, the worst annualized return of 10-year rolling returns for VANGUARD WELLINGTON FUND INVESTOR SHARES (VWELX) is 3.48%.

From 11/05/1984 to 05/20/2024, the worst annualized return of 20-year rolling returns for VANGUARD WELLINGTON FUND INVESTOR SHARES (VWELX) is 6.94%.

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