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Vanguard Wellesley Income Inv Fund (VWINX)

Fund performance review and position details on Vanguard Wellesley Income Inv Fund (VWINX)

    Last Trade: $ on , Change: (0%)

Vanguard Wellesley Income Inv Fund (VWINX) HighlightVanguard Wellesley Income Inv Fund (VWINX) Fund Summary

Vanguard Wellesley Income Inv Fund (VWINX) statistics as of May 30, 2016

Category: Allocation--30% to 50% Equity
Fund Family: Vanguard
Net Asset: $45.86B
Yield: 2.86%
Year-to-Date Return: 5.33%
Morningstar rating: 5

 

Vanguard Wellesley Income Inv Fund (VWINX) CostVanguard Wellesley Income Inv Fund (VWINX) Cost

Vanguard Wellesley Income Inv Fund (VWINX) various investment related cost

Initial Investment: 3,000
Total Expense Ratio (Allocation--30% to 50% Equity average): 0.23% (0.81%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 59.00%

 

Vanguard Wellesley Income Inv Fund (VWINX) PerformanceVanguard Wellesley Income Inv Fund (VWINX) Performance

Most current Vanguard Wellesley Income Inv Fund (VWINX) Performance

1-month Performance (Allocation--30% to 50% Equity category median performance): 0.59% (0.43%)
3-month Performance (Allocation--30% to 50% Equity category median performance): 5.07% (5.34%)
1 Year Performance (Allocation--30% to 50% Equity category median performance): 4.93% (-1.15%)
3 Year Performance (Allocation--30% to 50% Equity category median performance): 6.19% (3.44%)
5 Year Performance (Allocation--30% to 50% Equity category median performance): 7.41% (4.31%)
Number of Years of positive return: 39 years
Number of Years of negative return: 6 years
3 year Alpha (Allocation--30% to 50% Equity category average): 3.2 (-0.68)
3 year Beta (Allocation--30% to 50% Equity category average): 0.6 (0.77)
3 year Sharpe Ratio: 1.28
3 year Treynor: 10.23

Vanguard Wellesley Income Inv Fund (VWINX) topholdingTop Stock Holdings in Vanguard Wellesley Income Inv Fund (VWINX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Microsoft Corporation1.86%0.00%
US Treasury Note 1.75%1.55%N/A
US Treasury Note 1.375%1.53%N/A
Wells Fargo & Company Common St1.38%0.00%
Johnson & Johnson Common Stock1.37%0.00%
General Electric Company Common1.29%0.00%
Merck & Company, Inc. Common St1.27%0.00%
US Treasury Note 1%1.26%N/A
Exxon Mobil Corporation Common 1.22%0.00%
JP Morgan Chase & Co. Common St1.2%0.00%
*Note: The price change will reset to 0 after the midnight

 

Vanguard Wellesley Income Inv Fund (VWINX) Portfolio AllocationVanguard Wellesley Income Inv Fund (VWINX) Fund Portfolio Allocation

Vanguard Wellesley Income Inv Fund (VWINX) Fund Portfolio Allocation data as of 03/2016

Stock36.52%
Bond59.61%
Cash3.1%
Other0.7%

 

Vanguard Wellesley Income Inv Fund (VWINX) CompareCompare with other Allocation--30% to 50% Equity category mutual funds

Below are some additional Allocation--30% to 50% Equity mutual funds generated out of our database

Fund1 Year3 year5 year
Vanguard Wellesley Income Inv4.936.197.41
Hartford Balanced Income I (HBLIX)3.656.257.99 Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)0.124.475.27 Compare
Berwyn Income (BERIX)0.444.235.21 Compare

See top fund managers for Allocation--30% to 50% Equity Category Funds

 

Vanguard Wellesley Income Inv Fund (VWINX) PerformanceOther Financial Data Web Sites on Vanguard Wellesley Income Inv Fund (VWINX)

Addition research sites for Vanguard Wellesley Income Inv Fund (VWINX)

 

Vanguard Wellesley Income Inv Fund (VWINX) Related ResourcesSee more information on Vanguard Wellesley Income Inv (VWINX) Fund

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