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Vanguard Wellington Income Fund: (MF: VWELX)

(NASDAQ Mutual Funds) As of Oct 15, 2021 08:00 PM ET

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$49.80 USD

+0.21 (0.42%)

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 Sep 30, 2021

Total Return %* Percentile Rank Objective
YTD 10.99 6
3 months 1.00 4
6 months 7.32 1
1 Year 20.07 23
3 Year 11.93 13
5 Year 11.45 10
10 Year 11.47 9

* 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 - 9/19) 350.52

Load Adjusted Returns as of Sep 30, 2021

1 Year 20.06
5 Year 11.44
10 Year 11.47
Since Inception 8.38

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2021 3.41 6.26 1.00 NA
2020 -13.81 12.01 5.90 8.17
2019 8.64 3.89 3.17 5.19
2018 -1.90 0.73 4.80 -6.75
2017 3.42 2.64 3.38 4.52
2016 1.90 3.04 2.45 3.18

Annual Return

20212020201920182017201620152014201320122011
% Total Return 10.9910.6022.50-3.4214.7111.010.059.8219.6612.563.85
% Total Return Rel to Index -4.92-7.80-8.980.97-7.08-0.92-1.33-3.82-12.71-3.421.75
% Total Return Rel to Peer 2.83-0.673.742.141.564.662.394.403.981.113.98
% Perf Quintile vs Peer* 1.003.001.002.002.001.002.001.002.002.001.00
% Dividends 0.600.911.091.111.030.991.000.990.940.960.94
% Yield 1.511.852.332.662.222.362.482.312.262.642.83
Capital Gains ($) 0.002.520.922.401.680.741.391.501.530.440.00
Expense Ratio 0.240.240.250.250.250.250.260.260.260.250.27

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