VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX)

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


VANGUARD WELLINGTON FUND ADMIRAL SHARES started on 05/16/2001
VANGUARD WELLINGTON FUND ADMIRAL SHARES is classified as asset class Moderate Allocation
VANGUARD WELLINGTON FUND ADMIRAL SHARES expense ratio is 0.17%
VANGUARD WELLINGTON FUND ADMIRAL SHARES rating is
(89%)

Dividends


VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX) Dividend Info

VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX) dividend growth in the last 12 months is 84.00%

The trailing 12-month yield of VANGUARD WELLINGTON FUND ADMIRAL SHARES is 10.97%. its dividend history:

Pay Date Cash Amount
Mar 21, 2025 $0.423
Dec 30, 2024 $6.7489
Sep 20, 2024 $0.4225
Jun 21, 2024 $0.4571
Mar 15, 2024 $0.3926
Dec 15, 2023 $3.1685
Sep 15, 2023 $0.4074
Jun 16, 2023 $0.4072
Mar 17, 2023 $0.36
Dec 28, 2022 $4.408
Sep 16, 2022 $0.3645
Jun 17, 2022 $0.3764
Mar 18, 2022 $0.3409
Dec 29, 2021 $6.1253
Sep 17, 2021 $0.3264
Jun 18, 2021 $0.3508
Mar 19, 2021 $0.5068
Dec 29, 2020 $4.7506
Sep 18, 2020 $0.3796
Jun 19, 2020 $0.4035
Mar 20, 2020 $0.4778
Dec 27, 2019 $2.1331
Sep 23, 2019 $0.4729
Jun 14, 2019 $0.4904
Mar 20, 2019 $0.4579
Dec 18, 2018 $4.6916
Sep 21, 2018 $0.4885
Jun 15, 2018 $0.5411
Mar 15, 2018 $0.42
Dec 22, 2017 $3.4012
Sep 21, 2017 $0.442
Jun 22, 2017 $0.485
Mar 28, 2017 $0.425
Dec 23, 2016 $1.754
Sep 16, 2016 $0.439
Jun 16, 2016 $0.454
Mar 16, 2016 $0.405
Dec 24, 2015 $2.908
Sep 18, 2015 $0.433
Jun 19, 2015 $0.433
Mar 26, 2015 $0.409
Dec 26, 2014 $3.095
Sep 19, 2014 $0.432
Jun 20, 2014 $0.417
Mar 28, 2014 $0.431
Dec 26, 2013 $3.126
Sep 26, 2013 $0.411
Jun 27, 2013 $0.428
Mar 27, 2013 $0.381
Dec 28, 2012 $1.245
Sep 27, 2012 $0.4
Jun 28, 2012 $0.425
Mar 29, 2012 $0.403
Dec 27, 2011 $0.459
Sep 29, 2011 $0.422
Jun 29, 2011 $0.431
Mar 30, 2011 $0.363
Dec 28, 2010 $0.389
Sep 27, 2010 $0.37
Jun 28, 2010 $0.407
Mar 29, 2010 $0.345
Dec 28, 2009 $0.438
Sep 28, 2009 $0.37
Jun 25, 2009 $0.428
Mar 26, 2009 $0.364
Dec 26, 2008 $0.486
Sep 25, 2008 $0.446
Jun 26, 2008 $0.503
Mar 27, 2008 $0.414
Dec 27, 2007 $3.047
Sep 21, 2007 $0.465
Jun 22, 2007 $0.481
Mar 23, 2007 $0.398
Dec 26, 2006 $2.922
Sep 22, 2006 $0.432
Jun 23, 2006 $0.448
Mar 24, 2006 $0.38
Dec 28, 2005 $2.187
Sep 23, 2005 $0.385
Jun 24, 2005 $0.381
Mar 23, 2005 $0.361
Dec 23, 2004 $2.063
Sep 24, 2004 $0.38
Jun 25, 2004 $0.379
Mar 26, 2004 $0.328
Dec 19, 2003 $0.385
Sep 26, 2003 $0.341
Jun 20, 2003 $0.326
Mar 28, 2003 $0.326
Dec 20, 2002 $0.393
Sep 27, 2002 $0.373
Jun 21, 2002 $0.377
Mar 22, 2002 $0.357
Dec 21, 2001 $2.382
Sep 21, 2001 $0.415
Jun 22, 2001 $0.4

Dividend Growth History for VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $8.0211 11.30% 84.69% -
2023 $4.3431 6.55% -20.89% 84.69%
2022 $5.4898 6.56% -24.89% 20.88%
2021 $7.3093 9.63% 21.59% 3.15%
2020 $6.0115 7.98% 69.13% 7.48%
2019 $3.5543 5.54% -42.12% 17.68%
2018 $6.1412 8.43% 29.20% 4.55%
2017 $4.7532 7.01% 55.74% 7.76%
2016 $3.052 4.85% -27.04% 12.84%
2015 $4.183 6.19% -4.39% 7.50%
2014 $4.375 6.72% 0.67% 6.25%
2013 $4.346 7.33% 75.74% 5.73%
2012 $2.473 4.51% 47.64% 10.30%
2011 $1.675 3.10% 10.85% 12.80%
2010 $1.511 3.00% -5.56% 12.66%
2009 $1.6 3.73% -13.47% 11.35%
2008 $1.849 3.29% -57.89% 9.61%
2007 $4.391 7.84% 5.00% 3.61%
2006 $4.182 7.89% 26.19% 3.68%
2005 $3.314 6.40% 5.21% 4.76%
2004 $3.15 6.34% 128.59% 4.78%
2003 $1.378 3.20% -8.13% 8.75%
2002 $1.5 3.18% -53.08% 7.92%
2001 $3.197 6.26% - 4.08%

Dividend Growth Chart for VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX)

VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX) Historical Returns And Risk Info

From 05/16/2001 to 05/06/2025, the compound annualized total return (dividend reinvested) of VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX) is 7.762%. Its cumulative total return (dividend reinvested) is 497.847%.

From 05/16/2001 to 05/06/2025, the Maximum Drawdown of VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX) is 36.0%.

From 05/16/2001 to 05/06/2025, the Sharpe Ratio of VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX) is 0.4.

From 05/16/2001 to 05/06/2025, the Annualized Standard Deviation of VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX) is 16.3%.

From 05/16/2001 to 05/06/2025, the Beta of VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX) is 1.02.

The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 05/16/2001.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
VWENX (VANGUARD WELLINGTON FUND ADMIRAL SHARES) -0.71% 8.62% 8.44% 9.82% 8.15% 9.10% 8.23% 8.10%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -3.57% 10.39% 12.42% 16.24% 12.35% 13.09% 10.19% 8.66%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 1.82% 8.44% 7.34% 8.06% 5.95% 6.77% 5.99% 5.90%

Return Calculator for VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX)

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VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX)

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Retirement Spending Calculator for VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX)

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Rolling Returns


VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX) 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 05/16/2001 to 05/06/2025, the worst annualized return of 3-year rolling returns for VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX) is -5.69%.
From 05/16/2001 to 05/06/2025, the worst annualized return of 5-year rolling returns for VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX) is -0.1%.
From 05/16/2001 to 05/06/2025, the worst annualized return of 10-year rolling returns for VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX) is 6.03%.
From 05/16/2001 to 05/06/2025, the worst annualized return of 20-year rolling returns for VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX) is 7.85%.

Drawdowns


VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX) Maximum Drawdown




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