Vanguard Wellington Fund Investor Shares (VWELX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 2.07% | 4.07% | -2.01% |
Year-to-Date | 2.61% | 5.97% | -3.36% |
1 Year | 6.26% | 0.00% | 6.26% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
22%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 22% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.26%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$339
Real cost (fees + lost compounding)
$419
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-4.14%