VWINX | Vanguard Wellesley Income Fund

Basic Info 25.42 0.18(0.71%)
May 15

Vanguard Wellesley Income Fund started on 01/02/1980

Vanguard Wellesley Income Fund is classified as asset class Conservative Allocation

Vanguard Wellesley Income Fund expense ratio is 0.16%

Vanguard Wellesley Income Fund rating is

(90%)

Vanguard Wellesley Income Fund (VWINX) Dividend Info

Vanguard Wellesley Income Fund (VWINX) dividend growth in the last 12 months is -37.31%

The trailing 12-month yield of Vanguard Wellesley Income Fund is 4.85%. its dividend history:

Date	Dividend
03/15/2024	0.2103
12/19/2023	0.5743
09/15/2023	0.2054
06/16/2023	0.2037
03/17/2023	0.197
12/19/2022	1.3213
09/16/2022	0.193
06/17/2022	0.1927
03/22/2022	0.1698
12/20/2021	1.2247
09/17/2021	0.1873
06/18/2021	0.1497
03/24/2021	0.1851
12/21/2020	0.658
09/28/2020	0.1846
06/26/2020	0.186
03/20/2020	0.1887
12/17/2019	0.5113
09/13/2019	0.1893
06/14/2019	0.1854
03/20/2019	0.1891
12/18/2018	1.2758
09/21/2018	0.2002
06/15/2018	0.2027
03/15/2018	0.1689
12/18/2017	0.5235
09/21/2017	0.194
06/22/2017	0.19
03/28/2017	0.17
12/23/2016	0.4946
09/16/2016	0.175
06/16/2016	0.187
03/16/2016	0.162
12/16/2015	0.831
09/18/2015	0.188
06/19/2015	0.18
03/26/2015	0.173
12/17/2014	0.672
09/19/2014	0.184
06/20/2014	0.181
03/28/2014	0.222
12/17/2013	0.885
09/26/2013	0.182
06/27/2013	0.199
03/27/2013	0.172
12/17/2012	0.537
09/27/2012	0.18
06/28/2012	0.197
03/29/2012	0.189
12/16/2011	0.219
09/29/2011	0.204
06/29/2011	0.207
03/30/2011	0.192
12/16/2010	0.22
09/27/2010	0.194
06/28/2010	0.201
03/29/2010	0.188
12/21/2009	0.238
09/28/2009	0.2
06/25/2009	0.219
03/26/2009	0.233
12/16/2008	0.585
09/25/2008	0.24
06/26/2008	0.252
03/27/2008	0.23
12/13/2007	0.538
09/21/2007	0.23
06/22/2007	0.23
03/23/2007	0.2
12/15/2006	0.6986
09/22/2006	0.23
06/23/2006	0.22
03/24/2006	0.2
12/16/2005	0.637
09/23/2005	0.215
06/24/2005	0.21
03/23/2005	0.19
12/17/2004	0.278
09/24/2004	0.21
06/25/2004	0.21
03/26/2004	0.18
12/12/2003	0.255
09/26/2003	0.215
06/20/2003	0.2
03/28/2003	0.2
12/13/2002	0.24
09/27/2002	0.22
06/21/2002	0.23
03/22/2002	0.22
12/14/2001	0.997
09/21/2001	0.235
06/22/2001	0.235
03/23/2001	0.4
12/28/2000	0.67
12/27/2000	0.27
09/25/2000	0.26
06/26/2000	0.26
03/27/2000	0.27
12/22/1999	1.35
12/21/1999	0.28
09/27/1999	0.28
06/28/1999	0.28
03/29/1999	0.455
03/26/1999	0.28
12/21/1998	1.19
12/18/1998	0.29
09/28/1998	0.28
06/29/1998	0.28
03/27/1998	0.28
12/19/1997	0.36
09/24/1997	0.28
06/25/1997	0.28
03/25/1997	0.28
12/18/1996	0.32
09/25/1996	0.28
06/25/1996	0.28
03/26/1996	0.28
12/20/1995	0.3
09/26/1995	0.28
06/21/1995	0.28
03/22/1995	0.28
12/21/1994	0.27
09/21/1994	0.28
06/22/1994	0.28
03/23/1994	0.28
12/16/1993	0.69
12/15/1993	0.3
09/22/1993	0.28
06/24/1993	0.28
03/24/1993	0.28
12/16/1992	0.37
09/24/1992	0.28
06/24/1992	0.28
03/26/1992	0.28
12/11/1991	0.43
09/26/1991	0.28
06/27/1991	0.28
03/27/1991	0.28
12/13/1990	0.46
09/27/1990	0.28
06/27/1990	0.28
03/28/1990	0.28
12/20/1989	0.47
09/28/1989	0.28
06/28/1989	0.28
03/29/1989	0.28
12/19/1988	0.19
09/28/1988	0.28
06/28/1988	0.28
03/29/1988	0.28
01/05/1988	0.2
12/18/1987	0.2
09/29/1987	0.28
06/29/1987	0.28
03/27/1987	0.28
12/30/1986	0.49
09/30/1986	0.28
06/27/1986	0.28
03/27/1986	0.28
12/27/1985	0.54
09/30/1985	0.28
06/28/1985	0.28
03/28/1985	0.28
12/28/1984	0.53
09/28/1984	0.28
06/28/1984	0.28
03/28/1984	0.28
12/28/1983	0.47
09/28/1983	0.28
06/28/1983	0.28
03/29/1983	0.28
12/28/1982	0.42
09/28/1982	0.28
06/29/1982	0.28
03/30/1982	0.28
12/29/1981	0.47
09/30/1981	0.28
06/30/1981	0.25
03/27/1981	0.25
12/30/1980	0.42
09/30/1980	0.24
06/27/1980	0.24
03/28/1980	0.24

Dividend Growth History for Vanguard Wellesley Income Fund (VWINX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$1.1804	4.81%	-37.11%	-
2022	$1.8768	6.51%	7.44%	-37.11%
2021	$1.7468	6.20%	43.50%	-17.80%
2020	$1.2173	4.44%	13.23%	-1.02%
2019	$1.0751	4.40%	-41.81%	2.36%
2018	$1.8476	6.86%	71.47%	-8.57%
2017	$1.0775	4.22%	5.78%	1.53%
2016	$1.0186	4.17%	-25.76%	2.13%
2015	$1.372	5.36%	8.98%	-1.86%
2014	$1.259	5.08%	-12.45%	-0.71%
2013	$1.438	5.93%	30.37%	-1.95%
2012	$1.103	4.79%	34.18%	0.62%
2011	$0.822	3.78%	2.37%	3.06%
2010	$0.803	3.92%	-9.78%	3.01%
2009	$0.89	4.81%	-31.91%	2.04%
2008	$1.307	5.98%	9.10%	-0.68%
2007	$1.198	5.48%	-11.17%	-0.09%
2006	$1.3486	6.36%	7.72%	-0.78%
2005	$1.252	5.82%	42.60%	-0.33%
2004	$0.878	4.22%	0.92%	1.57%
2003	$0.87	4.35%	-4.40%	1.54%
2002	$0.91	4.58%	-51.26%	1.25%
2001	$1.867	9.16%	7.92%	-2.06%
2000	$1.73	9.30%	-40.85%	-1.65%
1999	$2.925	13.22%	26.08%	-3.71%
1998	$2.32	10.61%	93.33%	-2.67%
1997	$1.2	5.85%	3.45%	-0.06%
1996	$1.16	5.68%	1.75%	0.06%
1995	$1.14	6.69%	2.70%	0.12%
1994	$1.11	5.80%	-39.34%	0.21%
1993	$1.83	10.08%	51.24%	-1.45%
1992	$1.21	6.70%	-4.72%	-0.08%
1991	$1.27	7.93%	-2.31%	-0.23%
1990	$1.3	7.73%	-0.76%	-0.29%
1989	$1.31	8.58%	6.50%	-0.31%
1988	$1.23	8.44%	18.27%	-0.12%
1987	$1.04	6.39%	-21.80%	0.35%
1986	$1.33	8.68%	-3.62%	-0.32%
1985	$1.38	10.44%	0.73%	-0.41%
1984	$1.37	10.81%	4.58%	-0.38%
1983	$1.31	11.10%	3.97%	-0.26%
1982	$1.26	11.78%	0.80%	-0.16%
1981	$1.25	11.25%	9.65%	-0.14%
1980	$1.14	10.44%	-	0.08%

Dividend Growth Chart for Vanguard Wellesley Income Fund (VWINX)

Vanguard Wellesley Income Fund (VWINX) Historical Returns And Risk Info

From 12/26/1979 to 05/15/2024, the compound annualized total return (dividend reinvested) of Vanguard Wellesley Income Fund (VWINX) is 9.083%. Its cumulative total return (dividend reinvested) is 4,826.851%.

From 12/26/1979 to 05/15/2024, the Maximum Drawdown of Vanguard Wellesley Income Fund (VWINX) is 21.7%.

From 12/26/1979 to 05/15/2024, the Sharpe Ratio of Vanguard Wellesley Income Fund (VWINX) is 0.88.

From 12/26/1979 to 05/15/2024, the Annualized Standard Deviation of Vanguard Wellesley Income Fund (VWINX) is 7.2%.

From 12/26/1979 to 05/15/2024, the Beta of Vanguard Wellesley Income Fund (VWINX) is 1.0.

	Last 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	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980
Annualized Return(%)	0.8	2.0	8.1	1.5	5.0	5.2	7.6	6.4	9.2	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	0.13	0.46	-0.19	0.37	0.6	NA	NA	0.88	0.37	-1.07	1.83	0.63	4.19	-0.76	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	3.5	7.0	15.3	17.4	17.4	NA	NA	21.7	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	7.6	7.8	8.6	6.8	NA	NA	7.2	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	0.01	0.03	-0.01	0.03	0.04	NA	NA	0.06	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
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
RSquare	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
Yield(%)	N/A	0.8	N/A	N/A	N/A	N/A	N/A	N/A	N/A	4.8	6.5	6.2	4.4	4.4	6.9	4.2	4.2	5.3	5.0	5.9	4.8	3.8	3.9	4.8	6.0	5.5	6.4	5.9	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	-82.2	N/A	N/A	N/A	N/A	N/A	N/A	N/A	-36.9	6.9	43.4	13.0	-41.6	72.9	4.9	-25.5	9.6	-12.6	28.8	35.4	2.5	-10.1	-31.5	8.3	-11.1	7.1	43.2	0.0	-3.3	-51.6	8.7	-41.0	26.3	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

Return Calculator for Vanguard Wellesley Income Fund (VWINX)

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Vanguard Wellesley Income Fund (VWINX) Historical Return Chart

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Vanguard Wellesley Income Fund (VWINX) 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 12/26/1979 to 05/15/2024, the worst annualized return of 3-year rolling returns for Vanguard Wellesley Income Fund (VWINX) is -1.18%.

From 12/26/1979 to 05/15/2024, the worst annualized return of 5-year rolling returns for Vanguard Wellesley Income Fund (VWINX) is 2.38%.

From 12/26/1979 to 05/15/2024, the worst annualized return of 10-year rolling returns for Vanguard Wellesley Income Fund (VWINX) is 5.15%.

From 12/26/1979 to 05/15/2024, the worst annualized return of 20-year rolling returns for Vanguard Wellesley Income Fund (VWINX) is 6.43%.

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