Vanguard Wellington Fund Admiral Shares(VWENX)總覽

最後更新 2025-04-12 08:00:51 (UTC+8)

報酬與風險分析

分析 Vanguard Wellington Fund Admiral Shares(VWENX) 的平均報酬與風險。

統計區間	年化報酬率	夏普比率	最大跌幅
近3年	4.8%	0.05	-13.99%
近5年	9.2%	0.4	-20.83%
近10年	7.5%	0.27	-25.34%
近20年	8%	0.3	-36.01%

基本資料

Vanguard Wellington Fund Admiral Shares (VWENX) 的基本資料。

發行資料


ETF全名	Vanguard Wellington Fund Admiral Shares
上市日期	2001-05-14

ETF說明


本投資旨在提供長期資本增值和適度的當前收入。該基金將60%至70%的資產投資於支付股息的大型成熟公司普通股,以及少量的非支付股息的普通股。基金剩餘的30%至40%的資產主要投資於投資顧問認為將產生適度水平當前收入的固定收益證券。這些證券包括投資級企業債券,以及少量的美國國債、政府機構債券和抵押擔保證券。
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.

本投資旨在提供長期資本增值和適度的當前收入。該基金將60%至70%的資產投資於支付股息的大型成熟公司普通股,以及少量的非支付股息的普通股。基金剩餘的30%至40%的資產主要投資於投資顧問認為將產生適度水平當前收入的固定收益證券。這些證券包括投資級企業債券,以及少量的美國國債、政府機構債券和抵押擔保證券。

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.

警語

1. 資料僅供參考，不做任何獲利保證及特定股票與點位推薦建議。

2. 資料並不完整，需要完整資料請至相關網站索取。

3. 任何股市數據分析皆存在倖存者偏差。