Back to top
more

Vanguard Wellington Income Fund: (MF: VWELX)

(NASDAQ Mutual Funds) As of May 22, 2026 05:36 PM ET

$46.99 USD

+0.15 (0.32%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 3.40 61
3 months 2.60 38
6 months 4.55 60
1 Year 22.35 21
3 Year 14.44 28
5 Year 8.37 18
10 Year 10.00 17

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 93.22
Bear Market (10/07 - 2/09) -32.54
Bull Market (2/09 - 3/21) 531.97

Load Adjusted Returns as of Apr 30, 2026

1 Year 14.50
5 Year 7.78
10 Year 9.42
Since Inception 8.31

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.33 NA NA NA
2025 -1.66 8.57 5.75 3.17
2024 5.52 2.56 5.16 0.85
2023 3.32 4.14 -3.10 9.62
2022 -6.38 -10.40 -4.88 7.39
2021 3.41 6.26 1.00 7.09

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.4016.4814.7914.30-14.3118.8610.6022.50-3.4214.7111.01
% Total Return Rel to Index 0.99-1.73-10.23-11.943.88-9.81-7.80-8.980.97-7.08-0.92
% Total Return Rel to Peer -1.823.303.160.34-0.565.68-0.673.742.141.564.66
% Perf Quintile vs Peer* 5.001.002.003.003.001.004.001.002.002.001.00
% Dividends 0.231.000.970.930.860.830.911.091.111.030.99
% Yield 2.021.951.972.102.001.511.852.332.662.222.36
Capital Gains ($) 0.004.113.631.552.273.302.520.922.401.680.74
Expense Ratio 0.000.240.250.260.250.240.240.250.250.250.25

* 1 = Top 20%, 5 = Bottom 20%