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Vanguard Wellesley Income Fund: (MF: VWINX)
(NASDAQ Mutual Funds) As of Sep 4, 2024 08:00 PM ET
$26.27 USD
+0.08 (0.31%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.02 | 78 |
| 3 months | 5.58 | 44 |
| 6 months | 5.57 | 59 |
| 1 Year | 8.29 | 77 |
| 3 Year | 1.38 | 64 |
| 5 Year | 4.73 | 59 |
| 10 Year | 5.42 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 52.52 |
| Bear Market (10/07 - 2/09) | -18.87 |
| Bull Market (2/09 - 3/21) | 218.49 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 6.85 |
| 5 Year | 4.20 |
| 10 Year | 4.99 |
| Since Inception | 9.08 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 1.90 | 0.02 | NA | NA |
| 2023 | 1.31 | 0.74 | -2.84 | 7.90 |
| 2022 | -3.59 | -6.68 | -5.23 | 6.67 |
| 2021 | 1.04 | 3.97 | 0.25 | 3.01 |
| 2020 | -7.41 | 8.44 | 2.31 | 5.59 |
| 2019 | 6.71 | 3.62 | 2.78 | 2.40 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.02 | 6.99 | -9.05 | 8.50 | 8.46 | 16.39 | -2.53 | 10.14 | 8.07 | 1.26 | 8.06 |
| % Total Return Rel to Index | -11.68 | -19.24 | 9.14 | -20.17 | -9.93 | -15.09 | 1.85 | -11.65 | -3.86 | -0.12 | -5.58 |
| % Total Return Rel to Peer | -2.25 | -4.12 | 2.32 | -1.60 | 0.82 | 2.07 | 2.85 | -0.70 | 2.59 | 4.47 | 4.97 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 2.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 | 1.00 | 1.00 |
| % Dividends | 0.45 | 0.85 | 0.77 | 0.71 | 0.75 | 0.79 | 0.80 | 0.76 | 0.75 | 0.76 | 0.80 |
| % Yield | 1.67 | 3.38 | 2.86 | 2.26 | 2.46 | 2.71 | 2.99 | 2.65 | 2.74 | 2.86 | 2.92 |
| Capital Gains ($) | 0.00 | 0.33 | 1.10 | 1.03 | 0.47 | 0.28 | 1.04 | 0.31 | 0.27 | 0.61 | 0.45 |
| Expense Ratio | 0.23 | 0.23 | 0.23 | 0.23 | 0.23 | 0.23 | 0.23 | 0.22 | 0.22 | 0.23 | 0.25 |
* 1 = Top 20%, 5 = Bottom 20%