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Vanguard Wellington Income Fund: (MF: VWELX)

(NASDAQ Mutual Funds) As of Aug 25, 2026 05:45 PM ET

$47.31 USD

+0.22 (0.47%)

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

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.38 65
3 months 1.90 65
6 months 4.55 52
1 Year 13.22 45
3 Year 13.64 24
5 Year 7.82 19
10 Year 9.78 20

* 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) 553.13

Load Adjusted Returns as of Jul 31, 2026

1 Year 16.15
5 Year 8.56
10 Year 10.15
Since Inception 8.40

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.33 10.13 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 5.3716.4814.7914.30-14.3118.8610.6022.50-3.4214.7111.01
% Total Return Rel to Index -3.74-1.73-10.23-11.943.88-9.81-7.80-8.980.97-7.08-0.92
% Total Return Rel to Peer -0.073.303.160.34-0.565.68-0.673.742.141.564.66
% Perf Quintile vs Peer* 3.001.002.003.003.001.004.001.002.002.001.00
% Dividends 0.481.000.970.930.860.830.911.091.111.030.99
% Yield 0.961.951.972.082.001.511.852.332.662.222.36
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%