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Vanguard Wellington Inv (VWELX)

40.23 Down 0.21(0.52%) Sep 19

Performance Overview as of Aug 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:5.00
Year-to-Date Return:7.95%
5-Year Average Return:12.40%
Number of Years Up:66
Number of Years Down:18
Best 1 Yr Total Return (2009-12-31):22.20%
Worst 1 Yr Total Return (2008-12-31):-22.30%
Best 3-Yr Total Return (N/A):12.77%
Worst 3-Yr Total Return (N/A):-1.08%
Load Adjusted Returns 
1-Year:17.37%
3-Year:14.69%
5-Year:12.40%
10-Year:8.64%
Trailing Returns (%) vs. Benchmarks 
ReturnVWELXCategoryDiffIndex*Diff
Year To Date7.95N/AN/AN/AN/A
1-Month2.46N/AN/AN/AN/A
3-Month2.82N/AN/AN/AN/A
1-Year17.37N/AN/AN/AN/A
3-Year14.69N/AN/AN/AN/A
5-Year12.40N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)16.29N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-10.37N/AN/AN/AN/A
Annual Total Return (%) History () 
YearVWELXCategoryDiff
2014N/AN/AN/A
2013
 
19.66N/AN/A
2012
 
12.57N/AN/A
2011
 
3.85N/AN/A
2010
 
10.94N/AN/A
2009
 
22.20N/AN/A
2008
 
-22.30N/AN/A
2007
 
8.34N/AN/A
2006
 
14.97N/AN/A
2005
 
6.82N/AN/A
2004
 
11.17N/AN/A
2003
 
20.75N/AN/A
2002
 
-6.90N/AN/A
2001
 
4.19N/AN/A
2000
 
10.40N/AN/A
1999
 
4.41N/AN/A
1998
 
12.06N/AN/A
1997
 
23.23N/AN/A
1996
 
16.19N/AN/A
1995
 
32.92N/AN/A
1994
 
-0.49N/AN/A
1993
 
13.52N/AN/A
1992
 
7.93N/AN/A
1991
 
23.65N/AN/A
1990
 
-2.81N/AN/A
1989
 
21.60N/AN/A
1988
 
16.11N/AN/A
1987
 
2.28N/AN/A
1986
 
18.40N/AN/A
1985
 
28.53N/AN/A
1984
 
10.70N/AN/A
1983
 
23.57N/AN/A
1982
 
24.55N/AN/A
1981
 
2.90N/AN/A
1980
 
22.58N/AN/A
1979
 
13.54N/AN/A
1978
 
5.32N/AN/A
1977
 
-4.38N/AN/A
1976
 
23.36N/AN/A
1975
 
25.18N/AN/A
1974
 
-17.73N/AN/A
1973
 
-11.83N/AN/A
1972
 
10.99N/AN/A
1971
 
8.88N/AN/A
1970
 
6.40N/AN/A
1969
 
-7.83N/AN/A
1968
 
7.91N/AN/A
1967
 
8.16N/AN/A
1966
 
-6.61N/AN/A
1965
 
5.44N/AN/A
1964
 
10.85N/AN/A
1963
 
11.92N/AN/A
1962
 
-5.17N/AN/A
1961
 
18.97N/AN/A
1960
 
5.17N/AN/A
1959
 
8.86N/AN/A
1958
 
28.47N/AN/A
1957
 
-4.30N/AN/A
1956
 
4.43N/AN/A
1955
 
15.54N/AN/A
1954
 
30.86N/AN/A
1953
 
1.87N/AN/A
1952
 
10.99N/AN/A
1951
 
12.32N/AN/A
1950
 
12.69N/AN/A
1949
 
16.50N/AN/A
1948
 
3.85N/AN/A
1947
 
-3.47N/AN/A
1946
 
-2.41N/AN/A
1945
 
23.13N/AN/A
1944
 
19.37N/AN/A
1943
 
24.88N/AN/A
1942
 
16.62N/AN/A
1941
 
-3.91N/AN/A
1940
 
0.16N/AN/A
1939
 
10.31N/AN/A
1938
 
19.11N/AN/A
1937
 
-35.41N/AN/A
1936
 
31.33N/AN/A
1935
 
35.33N/AN/A
1934
 
20.33N/AN/A
1933
 
6.83N/AN/A
1932
 
-1.82N/AN/A
1931
 
-26.43N/AN/A
1930
 
-21.21N/AN/A
1929N/AN/AN/A
Past Quarterly Returns (%) for VWELX 
Q1Q2Q3Q4
20142.364.00N/AN/A
20137.051.553.556.30
20127.55-0.974.690.96
20114.160.92-8.708.22
20103.68-6.758.515.74
2009-7.0913.1211.334.44
2008-3.92-1.66-7.94-10.66
20071.144.913.01-0.88
20062.990.695.075.51
2005-0.531.714.221.31
20042.190.411.656.58
2003-3.3512.551.379.50
20023.30-4.58-11.046.17
2001-0.263.55-5.686.96
2000-1.450.254.666.77
19990.077.44-5.252.50
19987.811.01-4.247.45
19970.4712.196.272.88
19963.271.444.016.63
19958.378.656.615.89
1994-3.861.483.39-1.34
19935.202.822.862.03
1992-1.613.832.942.63
19919.421.235.335.97
1990-3.403.01-9.487.90
19896.156.855.511.63
19886.985.181.122.05
198713.962.050.36-12.37
198611.494.22-2.484.49
19856.588.50-1.8113.19
1984-0.23-4.0610.344.81
198310.297.472.971.26
1982-2.54-0.7814.4412.54
19812.260.10-8.389.73
1980-4.2416.024.365.73
19796.533.565.59-2.53
1978-3.885.388.12-3.83
1977-4.323.35-3.25-0.05
197612.592.972.423.90
197513.3511.28-8.128.01
1974-3.65-7.69-15.639.64
1973-5.39-6.205.42-5.76
19723.05-1.683.655.70
19717.83-2.73-0.704.54
1970-0.89-14.1314.339.35
1969-2.56-3.18-3.291.03
1968-4.899.923.60-0.37
19677.82-2.103.36-0.86
1966-3.84-2.41-6.646.59
19651.79-1.144.100.65
19643.672.633.310.85
19633.422.532.632.85
1962-1.74-13.703.458.10
196110.020.452.774.76
1960-2.463.43-2.226.62
19591.793.79-1.674.78
19584.676.096.368.77
1957-0.463.97-6.30-1.31
19565.15-0.21-3.232.84
19552.627.68-0.094.66
19547.115.385.969.42
1953-1.44-2.940.925.52
19523.251.96-0.105.54
19513.10-0.317.541.62
19502.35-0.776.194.50
19493.56-1.447.406.27
19481.804.90-3.690.97
1947-0.99-0.890.68-2.29
19464.601.45-11.323.72
19452.967.393.797.28
19444.846.390.936.03
194318.545.61-0.240.00
1942-1.631.857.388.40
1941-0.150.904.95-9.12
19400.55-13.999.265.99
1939-7.451.6518.45-1.01
1938-12.7423.350.3910.23
19371.69-11.94-11.28-18.70
19369.201.169.668.41
1935-4.5519.476.9510.97
193416.09-0.68-3.708.37
1933-13.7443.11-12.28-1.34
1932-4.30-23.2547.66-9.48
193110.64-3.71-27.18-5.16
19307.77-10.48-2.11-16.58
1929-4.28N/AN/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date15N/A
1-Month46N/A
3-Month29N/A
6-Month10N/A
1-Year21N/A
3-Year9N/A
5-Year17N/A