Vanguard Wellesley® Income Fund Investor Shares
VWINX
NASDAQ
| Weiss Ratings | VWINX-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 | VWINX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Vanguard | |||
| Manager/Tenure (Years) | Loren L. Moran (9), Matthew C Hand (4) | |||
| Website | http://www.vanguard.com | |||
| Fund Information | VWINX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Vanguard Wellesley® Income Fund Investor Shares | |||
| Category | Moderately Conservative Allocation | |||
| Sub-Category | Cautious Allocation | |||
| Prospectus Objective | Income | |||
| Inception Date | Jul 01, 1970 | |||
| 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 | VWINX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 3.42% | |||
| Dividend | VWINX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 4.00% | |||
| Asset Allocation | VWINX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.70% | |||
| Stock | 37.25% | |||
| U.S. Stock | 33.31% | |||
| Non-U.S. Stock | 3.94% | |||
| Bond | 61.05% | |||
| U.S. Bond | 49.86% | |||
| Non-U.S. Bond | 11.19% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | VWINX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.95% | |||
| 30-Day Total Return | 0.70% | |||
| 60-Day Total Return | -0.30% | |||
| 90-Day Total Return | 3.27% | |||
| Year to Date Total Return | 2.49% | |||
| 1-Year Total Return | 9.53% | |||
| 2-Year Total Return | 17.44% | |||
| 3-Year Total Return | 26.35% | |||
| 5-Year Total Return | 22.15% | |||
| Price | VWINX-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 | VWINX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $25.84 | |||
| 1-Month Low NAV | $25.66 | |||
| 1-Month High NAV | $26.16 | |||
| 52-Week Low NAV | $25.01 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $26.92 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | VWINX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.13 | |||
| Standard Deviation | 7.16 | |||
| Balance Sheet | VWINX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 48.06B | |||
| Operating Ratios | VWINX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.22% | |||
| Turnover Ratio | 63.00% | |||
| Performance | VWINX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 12.50% | |||
| Last Bear Market Total Return | -6.68% | |||