Nasdaq - Delayed Quote USD
Vanguard Wellesley Income Admiral (VWIAX)
At close: 8:06 AM EST
Fund Summary
The fund invests approximately 60% to 65% of its assets in investment-grade fixed income securities, including corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35% to 40% of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 16.47% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 7.49% |
| 5y Average Return | 4.67% |
| Rank in Category (ytd) | 70 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| VWIAX | Category Average | VWIAX | Category Average | VWIAX | Category Average | |
| Alpha | -0.8 | -0.01 | -0.73 | -0.01 | 0.62 | -0 |
| BETA | 0.76 | 0.01 | 0.73 | 0.01 | 0.69 | 0.01 |
| Mean Annual Return | 0.18 | 0.01 | 0.41 | 0.01 | 0.47 | 0.01 |
| R-squared | 94.48 | 0.92 | 93.54 | 0.91 | 88.56 | 0.91 |
| Standard Deviation | 9.89 | 0.1 | 9.34 | 0.08 | 7.31 | 0.07 |
| Sharpe Ratio | -0.18 | 0.01 | 0.25 | 0.01 | 0.52 | 0.01 |
| Treynor Ratio | -3.04 | 0.09 | 2.74 | 0.08 | 5.34 | 0.07 |
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