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VWIAX: VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 63.16 0.09(0.14%) June 04
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 05/14/2001 |
| Last Dividend Date: | 03/20/2026 |
| 12-Mo. Yield | 8.02% |
| Expenses | 0.16% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/14/2001 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 3.4 | 10.9 | 9.1 | 4.2 | 5.3 | 5.5 | 5.6 | 5.6 | 11.1 | 5.9 | 7.1 | -9.0 | 8.6 | 8.5 | 15.3 | -6.5 | 9.0 | 7.0 | -1.1 | 6.3 | 6.3 | 8.6 | 9.8 | 10.7 | 16.2 | -11.3 | 4.5 | 8.2 | 1.7 | 8.6 | 9.8 | 3.6 | 2.8 |
| Sharpe Ratio | NA | 1.08 | 1.77 | 0.91 | 0.24 | 0.5 | NA | NA | 0.64 | 1.24 | 0.4 | 0.45 | -1.07 | 1.81 | 0.63 | 3.71 | -1.19 | 2.92 | 1.47 | -0.2 | 1.6 | 1.15 | 2.28 | 1.69 | 1.94 | 1.76 | -0.93 | 0.24 | 0.93 | -0.11 | 1.48 | 1.59 | 0.32 | 0.4 |
| Draw Down(%) | NA | 4.2 | 4.2 | 7.0 | 15.3 | 17.4 | NA | NA | 23.9 | 5.4 | 3.7 | 7.0 | 15.3 | 2.3 | 17.4 | 1.1 | 9.6 | 1.7 | 3.0 | 5.3 | 2.9 | 4.7 | 2.3 | 4.1 | 3.8 | 12.9 | 18.3 | 3.1 | 3.2 | 3.1 | 4.9 | 6.1 | 8.2 | 4.1 |
| Standard Deviation(%) | NA | 5.7 | 5.1 | 6.7 | 7.2 | 7.2 | NA | NA | 6.8 | 6.7 | 5.7 | 7.8 | 9.8 | 4.7 | 13.0 | 3.7 | 6.6 | 2.9 | 4.6 | 5.7 | 3.9 | 5.5 | 3.8 | 5.8 | 5.5 | 9.2 | 13.2 | 5.8 | 5.2 | 5.0 | 5.2 | 5.7 | 7.5 | 6.2 |
| Treynor Ratio | NA | 0.06 | 0.09 | 0.06 | 0.02 | 0.04 | NA | NA | 0.04 | 0.08 | 0.02 | 0.04 | -0.11 | 0.09 | 0.08 | 0.14 | -0.08 | 0.08 | 0.07 | -0.01 | 0.07 | 0.06 | 0.09 | 0.1 | 0.11 | 0.16 | -0.13 | 0.01 | 0.05 | -0.01 | 0.08 | 0.09 | 0.02 | 0.03 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.01 | 1.0 | 0.99 | 1.0 | 1.0 | NA | NA | 0.99 | 0.99 | 1.0 | 0.99 | 1.0 | 0.97 | 1.0 | 1.0 | 1.01 | 0.99 | 0.99 | 0.96 | 0.96 | 1.01 | 0.98 | 1.0 | 0.99 | 1.0 | 0.97 | 1.0 | 1.0 | 1.0 | 0.97 | 1.0 | 1.01 | 0.86 |
| RSquared | NA | 1.0 | 0.98 | 0.98 | 0.99 | 0.95 | NA | NA | 0.94 | 0.98 | 1.0 | 0.96 | 1.0 | 0.9 | 1.0 | 0.92 | 0.61 | 0.84 | 0.95 | 0.82 | 0.79 | 0.76 | 0.86 | 1.0 | 1.0 | 1.0 | 0.98 | 0.96 | 0.66 | 1.0 | 0.84 | 1.0 | 0.97 | 0.84 |
| Yield(%) | N/A | 0.9 | 8.0 | 6.7 | 5.8 | 5.0 | 5.0 | 5.1 | N/A | 8.2 | 6.6 | 4.9 | 6.6 | 6.3 | 4.5 | 3.3 | 3.1 | 3.1 | 3.1 | 3.0 | 3.3 | 3.2 | 3.4 | 3.9 | 4.0 | 4.9 | 4.6 | 4.4 | 4.6 | 4.2 | 5.2 | 4.5 | 3.5 | 6.2 |
| Dividend Growth(%) | N/A | -88.0 | 20.8 | 0.1 | 92.7 | 51.0 | N/A | N/A | N/A | 21.9 | 38.3 | -36.8 | 7.3 | 42.8 | 52.4 | -1.7 | 5.0 | 2.4 | -1.4 | -5.5 | 5.9 | -0.9 | -6.2 | 2.6 | -10.2 | -9.7 | 4.7 | -1.5 | 9.2 | -17.0 | 20.8 | 27.3 | -45.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/14/2001
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