Vanguard Wellesley® Income Fund Admiral™ Shares
VWIAX
NASDAQ
| Weiss Ratings | VWIAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | VWIAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Vanguard | |||
| Manager/Tenure (Years) | Loren L. Moran (8), Matthew C Hand (3) | |||
| Website | http://www.vanguard.com | |||
| Fund Information | VWIAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Vanguard Wellesley® Income Fund Admiral™ Shares | |||
| Category | Moderately Conservative Allocation | |||
| Sub-Category | Cautious Allocation | |||
| Prospectus Objective | Income | |||
| Inception Date | May 14, 2001 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 50,000.00 | |||
| Minimum Subsequent Investment | 1.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | VWIAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 3.58% | |||
| Dividend | VWIAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.85% | |||
| Asset Allocation | VWIAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.71% | |||
| Stock | 37.86% | |||
| U.S. Stock | 33.37% | |||
| Non-U.S. Stock | 4.49% | |||
| Bond | 61.43% | |||
| U.S. Bond | 50.01% | |||
| Non-U.S. Bond | 11.42% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | VWIAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.88% | |||
| 30-Day Total Return | 1.72% | |||
| 60-Day Total Return | 3.51% | |||
| 90-Day Total Return | 6.06% | |||
| Year to Date Total Return | 8.07% | |||
| 1-Year Total Return | 7.00% | |||
| 2-Year Total Return | 20.81% | |||
| 3-Year Total Return | 21.12% | |||
| 5-Year Total Return | 27.22% | |||
| Price | VWIAX-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 | VWIAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $63.66 | |||
| 1-Month Low NAV | $62.21 | |||
| 1-Month High NAV | $63.66 | |||
| 52-Week Low NAV | $58.28 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $64.45 | |||
| 52-Week High Price (Date) | Sep 19, 2024 | |||
| Beta / Standard Deviation | VWIAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.14 | |||
| Standard Deviation | 9.16 | |||
| Balance Sheet | VWIAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 48.31B | |||
| Operating Ratios | VWIAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.16% | |||
| Turnover Ratio | 59.00% | |||
| Performance | VWIAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 9.74% | |||
| Last Bear Market Total Return | -6.65% | |||