VWIAX
Vanguard Wellesley Income-Admr
$61.06
0.10 (0.16%)
Currency in USD / Last Updated: 3/28/2024
Category | Conservative |
---|---|
Market Cap | 51402.208M |
52 Week High | 61.06 |
52 Week Low | 54.144 |
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Key Data
Symbol | VWIAX |
---|---|
Type | Mutual Fund |
Category | Conservative |
Price | 61.06 |
Price Yesterday | 60.96 |
Market Cap | 51,402.21 |
YTD Return | 1.92% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 50000 |
Redeption Fee | 0 |
Prospectus | 0.0016 |
Overview
52 Week High | 61.06 |
---|---|
52 Week Low | 54.14 |
Market Cap | 51,402.21M |
Shares Outstanding | 841.83M |
Income Dividend Yield | 3.50% |
Long Term Dividend Yield | 1.31% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.80% |
Returns Annualized
One Day | 51.20% |
---|---|
Five Days | 50.15% |
One Months | 37.28% |
Three Months | 8.17% |
Six Months | 21.39% |
Nine Months | 9.35% |
One Year | 7.81% |
Three Years | 2.20% |
Five Years | 5.02% |
Ten Years | 5.42% |
YTD | 8.17% |
Since Inception | 6.46% |
Returns Total
One Day | 0.16% |
---|---|
Five Days | 0.81% |
One Month | 2.54% |
Three Months | 1.92% |
Six Months | 10.00% |
Nine Months | 6.85% |
One Year | 7.70% |
Three Years | 6.71% |
Five Years | 27.69% |
Ten Years | 69.23% |
YTD | 1.92% |
Since Inception | 317.22% |
Yearly Returns
2024 | 1.92% |
---|---|
2023 | 7.08% |
2022 | -9.01% |
2021 | 8.57% |
2020 | 8.54% |
2019 | 16.47% |
2018 | -2.49% |
2017 | 10.26% |
2016 | 8.16% |
2015 | 1.35% |
Risk against SP-DA
Alpha | -9.60% |
---|---|
Beta | 0.47 |
Correlation | 82.93% |
Downside Deviation | 1.85% |
Coefficient of determination | 68.78% |
Standard Deviation | 1.91% |
Sharpe Ratio | -3.78 |
Sortino | -13.53 |
Treynor | 8.84 |
Ulcer Index | 2.48 |
Ulcer Performance Index | -10.09 |