Advertisement
Advertisement
U.S. Markets close in 5 hrs 23 mins
Advertisement
Advertisement
Advertisement
Advertisement

Vanguard Wellesley Income Fund Admiral Shares (VWIAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
58.47-0.46 (-0.78%)
As of 08:06AM EDT. Market open.
Advertisement

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return3.33%
5-Year Average Return5.85%
Number of Years Up17
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)16.47%
Worst 1 Yr Total Return (Feb 3, 2019)-9.79%
Best 3-Yr Total Return16.47%
Worst 3-Yr Total Return2.05%

Trailing Returns (%) Vs. Benchmarks

ReturnVWIAXCategory
YTD-3.27%5.91%
1-Month-1.40%0.61%
3-Month-2.02%4.02%
1-Year5.77%18.59%
3-Year8.15%8.56%
5-Year7.38%7.44%
10-Year7.06%6.20%
Last Bull Market11.06%11.89%
Last Bear Market-1.88%-8.23%

Annual Total Return (%) History

Year
VWIAXCategory
2021
N/AN/A
2020
8.54%8.86%
2019
16.47%14.81%
2018
-2.49%-5.04%
2017
10.26%9.86%
2016
8.16%6.62%
2015
1.35%-2.32%
2014
8.15%4.02%
2013
9.27%7.23%
2012
10.10%9.40%
2011
9.74%1.70%
2010
10.71%10.03%
2009
16.14%20.77%
2008
-9.79%-18.61%
2007
5.76%4.53%
2006
11.39%8.16%
2005
3.56%2.97%
2004
7.70%5.46%
2003
9.78%12.34%
2002
4.72%-3.11%
2001
N/A-0.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20211.04%4.00%0.27%N/A
2020-7.41%8.47%2.32%5.62%
20196.76%3.63%2.80%2.41%
2018-2.44%0.33%2.42%-2.74%
20172.21%2.28%2.28%3.11%
20163.80%3.71%1.10%-0.62%
20151.26%-1.64%-0.81%2.58%
20142.66%3.23%-0.28%2.34%
20134.02%-0.51%1.76%3.75%
20123.65%1.52%3.89%0.71%
20112.73%2.36%-1.67%6.14%
20102.81%-1.03%7.24%1.46%
2009-6.62%9.46%10.17%3.13%
2008-1.75%-2.79%-2.55%-3.08%
20071.94%0.96%2.42%0.32%
20061.02%1.02%5.31%3.63%
2005-0.28%2.95%0.63%0.24%
20042.21%-1.39%3.16%3.59%
2003-1.52%7.99%-1.28%4.57%
20021.99%1.14%-3.88%5.62%
20011.92%1.15%N/AN/A

Rank In Category (By Total Return)

YTD52
1-Month50
3-Month32
1-Year65
3-Year21
5-Year40

Load Adjusted Returns

1-Year12.71%
3-Year9.65%
5-Year7.67%
10-Year8.10%
Advertisement
Advertisement