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5 de abr. de 2021 · In fact, other than 2001 when the fund was down over 19%, it was a whole lot less volatile than the S&P 500 index. For instance, in 2000 when the S&P 500 was down around 9%, VDIGX was UP nearly 19%! In 2008 when the S&P 500 was down 37%, VDIGX was “only” down 25.57%. But, don’t forget, the Wellington fund was “only” down 22%.
13 de dez. de 2020 · A 60/40 blend of Wellesley/Wellington=more conservative. This has proven to be a "go-to" for retirees for decades. It is a lousy and overly complicated recommendation. Wellington fund is 65/35. Wellesley fund is 35/65. If you want to be more aggressive, use 100% Wellington fund.
30 de abr. de 2023 · The Vanguard Wellington Fund was introduced in 1929, and stock market records don't go back that far. However, Yahoo! Finance records a three-year return of 1.75% as the worst ever for VWELX.
14 de ago. de 2023 · Wellesley Income, with a target allocation of 40% equities and 60% bonds, is considerably more conservative. This makes it a very comfortable fit for many retirees. It’s a smaller fund, with ...
4 de jun. de 2020 · If we view fund performance from a slightly bigger lens, from the Feb. 19 high through the last trading day of May, we can also see that the Wellesley and Wellington funds fared better than the S ...
The current volatility for Vanguard Wellesley Income Fund Investor Shares (VWINX) is 1.62%, while Vanguard Wellington Fund Admiral Shares (VWENX) has a volatility of 2.38%. This indicates that VWINX experiences smaller price fluctuations and is considered to be less risky than VWENX based on this measure.
VWELX vs. VWINX - Volatility Comparison. Vanguard Wellington Fund Investor Shares (VWELX) has a higher volatility of 2.22% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 1.43%. This indicates that VWELX's price experiences larger fluctuations and is considered to be riskier than VWINX based on this measure.
