VWELX
Vanguard Wellington-Inv
$45.00
-0.01 (-0.02%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 112211.1M |
| 52 Week High | 45.01 |
| 52 Week Low | 36.547 |
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Key Data
| Symbol | VWELX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 45 |
| Price Yesterday | 45.01 |
| Market Cap | 112,211.10 |
| YTD Return | 10.02% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 3000 |
| Redeption Fee | 0 |
| Prospectus | 0.0026 |
Overview
| 52 Week High | 45.01 |
|---|---|
| 52 Week Low | 36.55 |
| Market Cap | 112,211.10M |
| Shares Outstanding | 2,493.58M |
| Income Dividend Yield | 2.17% |
| Long Term Dividend Yield | 3.44% |
| Short Term Dividend Yield | 0.01% |
| 52 Week Yield (All) | 5.62% |
Returns Annualized
| One Day | -5.45% |
|---|---|
| Five Days | 120.55% |
| One Months | 44.40% |
| Three Months | 21.20% |
| Six Months | 22.76% |
| Nine Months | 27.18% |
| One Year | 18.71% |
| Three Years | 4.84% |
| Five Years | 8.90% |
| Ten Years | 8.23% |
| YTD | 20.35% |
| Since Inception | 9.86% |
Returns Total
| One Day | -0.02% |
|---|---|
| Five Days | 1.58% |
| One Month | 2.96% |
| Three Months | 4.84% |
| Six Months | 10.61% |
| Nine Months | 19.51% |
| One Year | 18.69% |
| Three Years | 15.15% |
| Five Years | 53.00% |
| Ten Years | 120.05% |
| YTD | 10.02% |
| Since Inception | 2801.35% |
Yearly Returns
| 2024 | 10.02% |
|---|---|
| 2023 | 14.31% |
| 2022 | -14.32% |
| 2021 | 19.01% |
| 2020 | 10.60% |
| 2019 | 22.51% |
| 2018 | -3.42% |
| 2017 | 14.72% |
| 2016 | 11.01% |
| 2015 | 0.06% |
Risk against SP-DA
| Alpha | -3.13% |
|---|---|
| Beta | 0.71 |
| Correlation | 97.83% |
| Downside Deviation | 2.07% |
| Coefficient of determination | 95.71% |
| Standard Deviation | 2.32% |
| Sharpe Ratio | -1.25 |
| Sortino | -4.84 |
| Treynor | 18.9 |
| Ulcer Index | 2.19 |
| Ulcer Performance Index | -4.58 |