VWINX
Vanguard Wellesley Income-Inv
$24.66
-0.03 (-0.12%)
Currency in USD / Last Updated: 4/24/2024
Category | Conservative |
---|---|
Market Cap | 51961.332M |
52 Week High | 25.21 |
52 Week Low | 22.357 |
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Key Data
Symbol | VWINX |
---|---|
Type | Mutual Fund |
Category | Conservative |
Price | 24.66 |
Price Yesterday | 24.69 |
Market Cap | 51,961.33 |
YTD Return | -0.32% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 3000 |
Redeption Fee | 0 |
Prospectus | 0.0023 |
Overview
52 Week High | 25.21 |
---|---|
52 Week Low | 22.36 |
Market Cap | 51,961.33M |
Shares Outstanding | 2,107.11M |
Income Dividend Yield | 3.50% |
Long Term Dividend Yield | 1.34% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.84% |
Returns Annualized
One Day | -26.41% |
---|---|
Five Days | 60.44% |
One Months | -14.92% |
Three Months | 4.97% |
Six Months | 19.99% |
Nine Months | 3.86% |
One Year | 4.26% |
Three Years | 0.72% |
Five Years | 4.33% |
Ten Years | 5.03% |
YTD | -1.03% |
Since Inception | 8.22% |
Returns Total
One Day | -0.12% |
---|---|
Five Days | 0.94% |
One Month | -1.40% |
Three Months | 1.22% |
Six Months | 9.45% |
Nine Months | 2.90% |
One Year | 4.25% |
Three Years | 2.18% |
Five Years | 23.58% |
Ten Years | 63.24% |
YTD | -0.32% |
Since Inception | 1,565.09% |
Yearly Returns
2024 | -0.32% |
---|---|
2023 | 7.00% |
2022 | -9.05% |
2021 | 8.50% |
2020 | 8.46% |
2019 | 16.39% |
2018 | -2.54% |
2017 | 10.16% |
2016 | 8.08% |
2015 | 1.28% |
Risk against SP-DA
Alpha | -9.97% |
---|---|
Beta | 0.46 |
Correlation | 81.43% |
Downside Deviation | 1.83% |
Coefficient of determination | 66.31% |
Standard Deviation | 1.94% |
Sharpe Ratio | -3.01 |
Sortino | -11.11 |
Treynor | -2.43 |
Ulcer Index | 2.54 |
Ulcer Performance Index | -7.97 |