VWELX
Vanguard Wellington-Inv
$42.25
-0.14 (-0.33%)
Currency in USD / Last Updated: 4/25/2024
Category | Balanced |
---|---|
Market Cap | 111943.065M |
52 Week High | 43.41 |
52 Week Low | 36.757 |
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Key Data
Symbol | VWELX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 42.25 |
Price Yesterday | 42.39 |
Market Cap | 111,943.07 |
YTD Return | 2.70% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 3000 |
Redeption Fee | 0 |
Prospectus | 0.0025 |
Overview
52 Week High | 43.41 |
---|---|
52 Week Low | 36.76 |
Market Cap | 111,943.07M |
Shares Outstanding | 2,649.54M |
Income Dividend Yield | 2.25% |
Long Term Dividend Yield | 3.66% |
Short Term Dividend Yield | 0.01% |
52 Week Yield (All) | 5.92% |
Returns Annualized
One Day | -56.59% |
---|---|
Five Days | 41.55% |
One Months | -19.99% |
Three Months | 7.17% |
Six Months | 30.60% |
Nine Months | 9.67% |
One Year | 13.17% |
Three Years | 3.62% |
Five Years | 7.97% |
Ten Years | 7.91% |
YTD | 8.77% |
Since Inception | 9.71% |
Returns Total
One Day | -0.33% |
---|---|
Five Days | 0.69% |
One Month | -1.93% |
Three Months | 1.74% |
Six Months | 14.15% |
Nine Months | 7.20% |
One Year | 13.16% |
Three Years | 11.25% |
Five Years | 46.66% |
Ten Years | 113.68% |
YTD | 2.70% |
Since Inception | 2,606.60% |
Yearly Returns
2024 | 2.70% |
---|---|
2023 | 14.30% |
2022 | -14.32% |
2021 | 19.01% |
2020 | 10.60% |
2019 | 22.51% |
2018 | -3.42% |
2017 | 14.72% |
2016 | 11.02% |
2015 | 0.06% |
Risk against SP-DA
Alpha | -6.24% |
---|---|
Beta | 0.68 |
Correlation | 97.50% |
Downside Deviation | 2.00% |
Coefficient of determination | 95.06% |
Standard Deviation | 2.38% |
Sharpe Ratio | -1.55 |
Sortino | -6.39 |
Treynor | 11.43 |
Ulcer Index | 2.18 |
Ulcer Performance Index | -5.86 |