Vanguard Wellesley Income Fund Investor Shares (VWINX)

$28.08
A Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Value
Fund BenchmarkU.S. Large Cap - Value
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Vanguard Wellesley Income Fund Investor Shares 13 0.34 4.34% 7.25% 0.25%
U.S. Large Cap - Value 35 1.02 -9.70% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 7.47% 11.53% -4.06%
Year-to-Date 4.34% -9.70% 14.03%
1 Year 8.80% 0.06% 8.74%

Risk, Fees & Styles

(as of 6/30/2020)
RISK PROFILE Help

Fund's Risk

13%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 13% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.25%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$326

Real cost (fees + lost compounding)

$403

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
0.38%