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Last updated 2025-04-23 20:00:56 (EDT)

Return and Risk Analysis

Analyze the Average Return and Risk Vanguard Wellington Fund Admiral Shares (VWENX).

Period	Annualized Return	Sharpe Ratio	Maximum Drawdown
Past 3 Years	6%	0.15	-12.93%
Past 5 Years	8.7%	0.37	-20.83%
Past 10 Years	7.5%	0.27	-25.34%
Past 20 Years	8%	0.3	-36.01%

Basic Information

Basic Information of Vanguard Wellington Fund Admiral Shares (VWENX).

Issuance Information


Full Name of the ETF	Vanguard Wellington Fund Admiral Shares
Listing Date	2001-05-14

ETF Description


The investment seeks to provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.

The investment seeks to provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.

Disclaimer

1. The information provided is for reference only and does not constitute any guarantee of profits or specific stock and price point recommendations.

2. The information is not complete; for comprehensive data, please refer to the relevant websites.

3. All stock market data analyses are subject to survivorship bias.