Vanguard Wellesley® Income Fund Investor Shares
VWINX
NASDAQ
| Weiss Ratings | VWINX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | VWINX-NASDAQ | Click to Compare |
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| Provider | Vanguard | |||
| Manager/Tenure (Years) | Loren L. Moran (8), Matthew C Hand (3) | |||
| Website | http://www.vanguard.com | |||
| Fund Information | VWINX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 3.66% | |||
| Dividend | VWINX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 3.15% | |||
| Asset Allocation | VWINX-NASDAQ | Click to Compare |
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| Cash | 0.79% | |||
| Stock | 37.46% | |||
| U.S. Stock | 32.44% | |||
| Non-U.S. Stock | 5.02% | |||
| Bond | 61.66% | |||
| U.S. Bond | 50.40% | |||
| Non-U.S. Bond | 11.26% | |||
| Preferred | 0.00% | |||
| Convertible | 0.08% | |||
| Other Net | 0.00% | |||
| Price History | VWINX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.27% | |||
| 30-Day Total Return | -2.41% | |||
| 60-Day Total Return | -2.18% | |||
| 90-Day Total Return | -0.89% | |||
| Year to Date Total Return | 0.30% | |||
| 1-Year Total Return | 7.67% | |||
| 2-Year Total Return | 11.24% | |||
| 3-Year Total Return | 9.68% | |||
| 5-Year Total Return | 24.31% | |||
| Price | VWINX-NASDAQ | Click to Compare |
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| 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 |
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| Nav | $24.62 | |||
| 1-Month Low NAV | $24.06 | |||
| 1-Month High NAV | $25.56 | |||
| 52-Week Low NAV | $24.06 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $26.60 | |||
| 52-Week High Price (Date) | Sep 19, 2024 | |||
| Beta / Standard Deviation | VWINX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 10.00 | |||
| Balance Sheet | VWINX-NASDAQ | Click to Compare |
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| Total Assets | 48.90B | |||
| Operating Ratios | VWINX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.23% | |||
| Turnover Ratio | 59.00% | |||
| Performance | VWINX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.68% | |||
| Last Bear Market Total Return | -6.68% | |||