• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up0.61% Nasdaq Up0.24%

    Vanguard Wellesley Income Inv (VWINX)

    26.20 Up 0.06(0.23%) Sep 28

    Risk as of Aug 30, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:1
    Number of Years Up39
    Number of Years Down6
    Best 1 Yr Total Return(Dec 30, 2009):16.02%
    Worst 1 Yr Total Return(Dec 30, 2008):-9.84%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticVWINXCategory
    Alpha (against Standard Index)4.260.00
    Beta (against Standard Index)0.560.77
    Mean Annual Return0.650.40
    R-squared (against Standard Index)77.3590.58
    Standard Deviation4.375.54
    Sharpe Ratio1.760.89
    Treynor Ratio14.006.36
    5 Years
    StatisticVWINXCategory
    Alpha (against Standard Index)4.400.14
    Beta (against Standard Index)0.520.76
    Mean Annual Return0.690.48
    R-squared (against Standard Index)73.3291.38
    Standard Deviation4.676.15
    Sharpe Ratio1.750.95
    Treynor Ratio16.137.62
    10 Years
    StatisticVWINXCategory
    Alpha (against Standard Index)3.32-0.25
    Beta (against Standard Index)0.580.80
    Mean Annual Return0.600.41
    R-squared (against Standard Index)80.5991.32
    Standard Deviation6.348.36
    Sharpe Ratio1.000.49
    Treynor Ratio11.104.81