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Vanguard Wellesley Income Fund Admiral Shares: (MF: VWIAX)
(NASDAQ Mutual Funds) As of Jan 21, 2026 05:52 PM ET
$62.41 USD
-0.09 (-0.14%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.09 | 53 |
| 3 months | 1.95 | 40 |
| 6 months | 5.17 | 59 |
| 1 Year | 11.09 | 53 |
| 3 Year | 8.03 | 82 |
| 5 Year | 4.49 | 62 |
| 10 Year | 6.23 | 52 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 50.64 |
| Bear Market (10/07 - 2/09) | -18.73 |
| Bull Market (2/09 - 3/21) | 269.39 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 11.09 |
| 5 Year | 4.48 |
| 10 Year | 6.23 |
| Since Inception | 6.41 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.88 | 2.66 | 3.15 | 1.95 |
| 2024 | 1.91 | 0.06 | 6.65 | -2.56 |
| 2023 | 1.33 | 0.79 | -2.86 | 7.93 |
| 2022 | -3.58 | -6.65 | -5.22 | 6.69 |
| 2021 | 1.04 | 4.00 | 0.26 | 3.04 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.09 | 5.97 | 7.08 | -9.00 | 8.57 | 8.54 | 16.47 | -2.48 | 10.24 | 8.14 |
| % Total Return Rel to Index | -7.13 | -19.04 | -19.16 | 9.20 | -20.11 | -9.86 | -15.02 | 1.90 | -11.55 | -3.79 |
| % Total Return Rel to Peer | -0.32 | -2.97 | -4.04 | 2.37 | -1.53 | 0.89 | 2.15 | 2.90 | -0.60 | 2.65 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 2.28 | 2.29 | 2.10 | 1.92 | 1.79 | 1.86 | 1.96 | 2.00 | 1.90 | 1.86 |
| % Yield | 3.47 | 3.63 | 3.57 | 3.04 | 2.41 | 2.61 | 2.87 | 3.17 | 2.82 | 2.91 |
| Capital Gains ($) | 2.61 | 1.71 | 0.80 | 2.67 | 2.49 | 1.13 | 0.68 | 2.52 | 0.75 | 0.65 |
| Expense Ratio | 0.15 | 0.16 | 0.16 | 0.16 | 0.16 | 0.16 | 0.16 | 0.16 | 0.15 | 0.15 |
* 1 = Top 20%, 5 = Bottom 20%