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Vanguard Wellesley Income Fund Admiral Shares: (MF: VWIAX)
(NASDAQ Mutual Funds) As of May 23, 2025 08:00 PM ET
$60.56 USD
+0.01 (0.02%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.10 | 23 |
| 3 months | -0.07 | 26 |
| 6 months | 1.35 | 37 |
| 1 Year | 8.76 | 29 |
| 3 Year | 4.52 | 58 |
| 5 Year | 4.89 | 73 |
| 10 Year | 5.29 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 50.64 |
| Bear Market (10/07 - 2/09) | -18.73 |
| Bull Market (2/09 - 3/21) | 239.77 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 6.98 |
| 5 Year | 6.22 |
| 10 Year | 5.43 |
| Since Inception | 6.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.88 | NA | NA | NA |
| 2024 | 1.91 | 0.06 | 6.65 | -2.56 |
| 2023 | 1.33 | 0.79 | -2.86 | 7.93 |
| 2022 | -3.58 | -6.65 | -5.22 | 6.69 |
| 2021 | 1.04 | 4.00 | 0.26 | 3.04 |
| 2020 | -7.40 | 8.46 | 2.32 | 5.62 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.10 | 5.97 | 7.08 | -9.00 | 8.57 | 8.54 | 16.47 | -2.48 | 10.24 | 8.14 | 1.34 |
| % Total Return Rel to Index | 7.02 | -19.04 | -19.16 | 9.20 | -20.11 | -9.86 | -15.02 | 1.90 | -11.55 | -3.79 | -0.04 |
| % Total Return Rel to Peer | 1.35 | -2.97 | -4.04 | 2.37 | -1.53 | 0.89 | 2.15 | 2.90 | -0.60 | 2.65 | 4.54 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 | 1.00 |
| % Dividends | 0.56 | 2.29 | 2.10 | 1.92 | 1.79 | 1.86 | 1.96 | 2.00 | 1.90 | 1.86 | 1.88 |
| % Yield | 0.91 | 3.63 | 3.69 | 3.04 | 2.41 | 2.61 | 2.87 | 3.17 | 2.82 | 2.91 | 3.03 |
| Capital Gains ($) | 0.00 | 1.71 | 0.80 | 2.67 | 2.49 | 1.13 | 0.68 | 2.52 | 0.75 | 0.65 | 1.48 |
| Expense Ratio | 0.00 | 0.16 | 0.16 | 0.16 | 0.16 | 0.16 | 0.16 | 0.16 | 0.15 | 0.15 | 0.16 |
* 1 = Top 20%, 5 = Bottom 20%