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5 de dez. de 2008 · Wellesley has performed much better. In fact it has now outperformed Wellington over longer time periods. YTD 10yr Lifetime. Wellesley -13.56% 4.56% 9.92%. Wellington -26.45% 4.10% 7.93%. fredd. You have to ignore Lifetime figures because the lifetimes of the two funds aren't even roughly similar.
They’re great funds. Granted, your age might warrant something different. They were around long before target date. Balanced to smooth volatility. Wellesley has performed impressively - it’s ideal for retirement income. Wellington is conservative growth I suppose. Both are best in tax advantages space.
4 de jul. de 2016 · Presently we have 29% in Wellington (my tIRA and rIRA), 24.5% in Wellesley (her tIRA and rIRA) all admiral shares, and 11.5% in my tIRA TRP retirement fund. Then 35% in various stocks (taxable holdings). The IRAs were paired down from a number of different managed funds over the last few years in effort to simplify for retirement.
9 de out. de 2021 · Figure #2: Wellesley vs Wellington. I screened all no-load actively managed, global 60/40 funds from the Lipper Global database using MFO Multi-Screen. ... As I near retirement, ...
4 de fev. de 2010 · I have learned a lot the past few years reading this forum. I know past returns don't guarantee future returns, but when I look at the consistant returns of: Wellesley 10.2 since 1970 and 7.32 for 10 years ending Aug 31, Wellington 8.1 since 1929 and 7.79 for 10 years ending Aug 31.
14 de set. de 2011 · According to the passively-managed Target Date funds by Vanguard, if you reach retirement you’re directed to the Vanguard Target Retirement Income fund. Another popular option for retirees is the Vanguard Wellesley Income Fund , which has been around for over 40 years, and is actively-managed by Wellington Management Company, an advisory company that has been around since the Great Depression.
5 de abr. de 2021 · Wellesley has averaged 7.19% in that time period vs. 5.44% with the Target Fund. That difference of 1.50% annually over 16 years turns out to have been worth $72,000 MORE for someone who invested in Wellesley than someone who invested in the Target Retirement Fund.
