VWINX
Vanguard Wellesley Income-Inv
$25.12
-0.03 (-0.12%)
Currency in USD / Last Updated: 7/9/2024
| Category | Conservative |
|---|---|
| Market Cap | 50684.374M |
| 52 Week High | 25.22 |
| 52 Week Low | 22.138 |
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Key Data
| Symbol | VWINX |
|---|---|
| Type | Mutual Fund |
| Category | Conservative |
| Price | 25.12 |
| Price Yesterday | 25.15 |
| Market Cap | 50,684.37 |
| YTD Return | 2.53% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 3000 |
| Redeption Fee | 0 |
| Prospectus | 0.0023 |
Overview
| 52 Week High | 25.22 |
|---|---|
| 52 Week Low | 22.14 |
| Market Cap | 50,684.37M |
| Shares Outstanding | 2,017.69M |
| Income Dividend Yield | 3.61% |
| Long Term Dividend Yield | 1.31% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.93% |
Returns Annualized
| One Day | -26.00% |
|---|---|
| Five Days | 65.63% |
| One Months | 10.38% |
| Three Months | 5.25% |
| Six Months | 6.26% |
| Nine Months | 15.40% |
| One Year | 8.87% |
| Three Years | 0.79% |
| Five Years | 4.27% |
| Ten Years | 5.07% |
| YTD | 4.98% |
| Since Inception | 8.26% |
Returns Total
| One Day | -0.12% |
|---|---|
| Five Days | 1.01% |
| One Month | 0.79% |
| Three Months | 1.27% |
| Six Months | 3.03% |
| Nine Months | 11.20% |
| One Year | 8.86% |
| Three Years | 2.38% |
| Five Years | 23.17% |
| Ten Years | 63.73% |
| YTD | 2.53% |
| Since Inception | 1613.51% |
Yearly Returns
| 2024 | 2.53% |
|---|---|
| 2023 | 7.00% |
| 2022 | -9.05% |
| 2021 | 8.50% |
| 2020 | 8.46% |
| 2019 | 16.39% |
| 2018 | -2.53% |
| 2017 | 10.15% |
| 2016 | 8.08% |
| 2015 | 1.28% |
Risk against SP-DA
| Alpha | -7.17% |
|---|---|
| Beta | 0.46 |
| Correlation | 76.32% |
| Downside Deviation | 1.85% |
| Coefficient of determination | 58.25% |
| Standard Deviation | 1.93% |
| Sharpe Ratio | -2.97 |
| Sortino | -10.74 |
| Treynor | 7.64 |
| Ulcer Index | 2.5 |
| Ulcer Performance Index | -7.95 |