C
Vanguard Global Wellesley Income Fund Investor Shares VGWIX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings VGWIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B-
Company Info VGWIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Provider Vanguard
Manager/Tenure (Years) Loren L. Moran (7), Andre Desautels (5)
Website http://www.vanguard.com
Fund Information VGWIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Fund Name Vanguard Global Wellesley Income Fund Investor Shares
Category Global Moderately Conservative Allocation
Sub-Category Moderate Allocation
Prospectus Objective Income
Inception Date Nov 02, 2017
Open/Closed To New Investors Open
Minimum Initial Investment 3,000.00
Minimum Subsequent Investment 1.00
Front End Fee --
Back End Fee --
Dividends and Shares VGWIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield 3.62%
Dividend VGWIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield (Forward) 3.85%
Asset Allocation VGWIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Cash 5.08%
Stock 36.84%
U.S. Stock 14.69%
Non-U.S. Stock 22.15%
Bond 57.85%
U.S. Bond 31.85%
Non-U.S. Bond 26.00%
Preferred 0.00%
Convertible 0.22%
Other Net 0.00%
Price History VGWIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
7-Day Total Return 0.74%
30-Day Total Return 1.53%
60-Day Total Return 2.57%
90-Day Total Return 4.23%
Year to Date Total Return 9.30%
1-Year Total Return 7.66%
2-Year Total Return 22.54%
3-Year Total Return 25.86%
5-Year Total Return 29.59%
Price VGWIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV VGWIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Nav $23.13
1-Month Low NAV $22.62
1-Month High NAV $23.13
52-Week Low NAV $21.24
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $23.13
52-Week High Price (Date) Aug 22, 2025
Beta / Standard Deviation VGWIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Beta 0.92
Standard Deviation 8.72
Balance Sheet VGWIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Total Assets 622.07M
Operating Ratios VGWIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Expense Ratio 0.44%
Turnover Ratio 106.00%
Performance VGWIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Last Bull Market Total Return 8.58%
Last Bear Market Total Return -6.23%