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Vanguard Wellington Income Fund: (MF: VWELX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$42.25 USD
-0.14 (-0.33%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.52 | 56 |
| 3 months | 5.52 | 56 |
| 6 months | 15.67 | 41 |
| 1 Year | 16.73 | 40 |
| 3 Year | 5.91 | 20 |
| 5 Year | 8.91 | 25 |
| 10 Year | 8.19 | 13 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 93.22 |
| Bear Market (10/07 - 2/09) | -32.54 |
| Bull Market (2/09 - 3/21) | 382.29 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 16.73 |
| 5 Year | 8.90 |
| 10 Year | 8.19 |
| Since Inception | 8.27 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.52 | NA | NA | NA |
| 2023 | 3.32 | 4.14 | -3.10 | 9.62 |
| 2022 | -6.38 | -10.40 | -4.88 | 7.39 |
| 2021 | 3.41 | 6.26 | 1.00 | 7.09 |
| 2020 | -13.81 | 12.01 | 5.90 | 8.17 |
| 2019 | 8.64 | 3.89 | 3.17 | 5.19 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.52 | 14.30 | -14.31 | 18.86 | 10.60 | 22.50 | -3.42 | 14.71 | 11.01 | 0.05 | 9.82 |
| % Total Return Rel to Index | -5.03 | -11.94 | 3.88 | -9.81 | -7.80 | -8.98 | 0.97 | -7.08 | -0.92 | -1.33 | -3.82 |
| % Total Return Rel to Peer | -0.14 | 0.34 | -0.56 | 5.68 | -0.67 | 3.74 | 2.14 | 1.56 | 4.66 | 2.39 | 4.40 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 1.00 | 4.00 | 1.00 | 2.00 | 2.00 | 1.00 | 2.00 | 1.00 |
| % Dividends | 0.21 | 0.93 | 0.86 | 0.83 | 0.91 | 1.09 | 1.11 | 1.03 | 0.99 | 1.00 | 0.99 |
| % Yield | 0.47 | 2.09 | 2.01 | 1.52 | 1.85 | 2.34 | 2.67 | 2.23 | 2.37 | 2.48 | 2.32 |
| Capital Gains ($) | 0.00 | 1.55 | 2.27 | 3.30 | 2.52 | 0.92 | 2.40 | 1.68 | 0.74 | 1.39 | 1.50 |
| Expense Ratio | 0.00 | 0.26 | 0.25 | 0.24 | 0.24 | 0.25 | 0.25 | 0.25 | 0.25 | 0.26 | 0.26 |
* 1 = Top 20%, 5 = Bottom 20%