Year. Analyze the Fund Vanguard Wellington ™ Fund Investor Shares having Symbol VWELX for type mutual-funds and perform research on other mutual funds. I have written before about the excellence of The Vanguard Wellington Fund (VWELX) which has delivered returns of 8.3% annually since 1929. Annual Total Returns Versus Peers. Can Alabama’s Congressman Mel Brooks Rescue the Election? Vanguard Wellington™ Fund Investor Shares + Add to watchlist. Of course, the Wellington Fund did not escape the Great Depression unscathed, but its losses of 3.5%*, 21.2%, 26.4%, and 1.8% in 1929, 1930, 1931, and 1932 paled in comparison to the gut-wrenching crashes of 23%*, 28%, 47%, and 15% in the S&P 500 during the same years (dividends excluded). Fund Performance The fund has returned 4.47 percent over the past year, 7.10 percent over the past three years, 8.41 percent over the past five years and 9.22 percent over the past decade. If your employer offers a 401K plan or you have a 529 plan set up for your children or grandchildren, and the menu of fund choices is limited, Vanguard Wellington is AOK. Year. Wellington is a much better choice than many of the balanced funds we see offered in employer-sponsored retirement plans. Annual Return… Instead, you will be notified by mail each time a report ... directly reduce the investment return … Vanguard Wellington ... Securities and Exchange Commission, paper copies of your fund’s annual and semiannual shareholder reports will no longer be sent to you by mail, unless you specifically request them. Browse a list of Vanguard funds, including performance details for both index and active mutual funds. Progressives Steal White House/Demolish Their Foundation. Average Annual Total Returns Average annual total return is a historical rate of return that, if achieved annually, would have produced the same cumulative total return if performance had been constant over the entire period. Wellington Fund, which aims for long-term capital appreciation and some current income, invests approximately 60 to 70 percent of assets in blue-chip stocks, and 30 to 40 percent in government and corporate bonds. When the stock market has declined, the Vanguard Wellington fund has most often declined much less, and on some occasions, it has even gained in value. At both Young Research and our investment counsel firm, we long ago started to move away from mutual funds suffering from asset bloat. VWENX Category. In the past ten years (2009 to 2019), the Vanguard Wellington Fund delivered a 9.82% annualized returns. As of Jan. 31, 2020, the fund had an average annual return of 17.73% over a one-year period. Vanguard Wellington Investor ... Its 10-year average annual returns of 13.1% are in the top quarter of its fund category. Vanguard Wellington™ Inv VWELX Morningstar Analyst Rating Analyst rating as of Apr 1, 2020. Benchmark ... annual returns. Vanguard Wellington™ Investor Shares ... Average Annual Return % Non-Standardized Return reflects performance without adjusting for sales charges or the effects of taxation, but is adjusted to reflect all actual ongoing fund expenses and assumes reinvestment of dividends and capital gains. Annual Total Return (%) History. Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). All returns are net of expenses. The Vanguard Wellington Fund (VWELX) is the original balanced mutual fund. A balanced portfolio of individual bonds and dividend-paying stocks is where our focus lies, and we would submit most other investors’ attention should lie as well. Vanguard Wellington Fund Annual Returns Chart. It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. Vanguard Wellington Investor. Could this Be the Vanguard GNMA Winning Edge? Morgan was the youngest certified public accountant in Pennsylvania but was earning little, so he left to prepare taxes for wealthy clients. Current and historical performance for Vanguard Wellington Fund Admira on Yahoo Finance. View 529 plan performance › View non-Vanguard mutual fund performance : Financial advisors. 22.61% 19.23%. Dick Young’s Research Key: Anecdotal Evidence Gathering. The chart below shows the annual return of the Vanguard Wellington Fund from its inception in 1929 through year-end 2018. The Wellington Fund was founded by Walter Morgan, who began operations of the Industrial & Power Securities Company. Your annual fees would amount to … Vanguard Wellington Admiral Ticker: VWENX Asset Class: Balanced/Lifestyle Category: Allocation--50% to 70% Equity ... Total Return Average Annual Total Return Average Annual Total Return Average Annual Total Return Average Annual Total Return 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year Fund -1.50% -0.25% 4.53% 7.18% 8.50% 9.30% Learn more about mutual funds at fidelity.com. Not too shabby, right? Ticker Symbol Inception Date Fees Expense Ratio Month Quarter Year to Date 1 Year 3 Years 5 Years 10 Years Since Inception** FTSE Europe ETF 963 VGK 03/04/2005 — 0.08 Edit comparables Name. The chart shows how frequently the fund's 3M return is positive or negative. Current and Historical Performance Performance for Vanguard Wellington Fund ETF on Yahoo Finance. Morgan, a native of Wilkes-Barre, Pennsylvania, was a young accountant during the roaring ‘20s and could see that the market was getting riskier. For the decade ended November 30, 2015, Vanguard Wellington Fund posted an average annual return of 7.50% for Investor Shares, outpacing its composite index (+6.87%) and peer-group average (+5.16%). Its fund managers select each underlying investment with the goal of outperforming a benchmark. Below that, you will find a table Wellington’s returns in down years for the stock market. Jeremy Jones, CFA, CFP® is the Director of Research at Young Research & Publishing Inc., and the Chief Investment Officer at. It boasts very, very impressive returns. Wellington Management oversees the Wellington Fund and is the biggest outside money manager for Vanguard, Newhall said. Current and historical performance for Vanguard Wellington Fund Admira on Yahoo Finance. That’s not to say Wellington is the worst an investor can do, only that most can do better. The investment value and return will fluctuate so that an investment, when redeemed, may be worth more or less than original cost. It was the first mutual fund to include bonds in its portfolio and the 7th open-end mutual fund ever launched in the United States. Returns as of 11/30/2020. Mutual Fund performance charts for Vanguard Wellington On a scale of 0 to 100, Vanguard Wellington holds a performance score of 4. Vanguard Wellington™ Fund Investor Shares. The use of dividend paying stocks for … … When you consider that the imperative of the fund is extreme safety and quality, those returns are quite impressive because of the all-weather nature of the fund. In fact, it’s earned more than an 8% average annual return over its long life. It is not as nimble as it should be, and the universe of companies large enough to accommodate a 2% position ($2.2 billion) from the fund has dwindled. The Vanguard Wellington Fund is a managed fund — meaning, a group of fund managers decide which stocks to buy. Vanguard Wellington Fund returned 14.22% for Investor Shares and 14.33% for Admiral Shares for the 12 months ended November 30, 2019. Vanguard Wellington™ Inv (VWELX) 42.90 -1.07 ( -2.43% ) USD | Oct 28 Monday through Friday 8 a.m. to 8 p.m., Eastern time Investment Performance . Since 1929, this fund has been returning an annual average of 8.2%, standing strong through the Great Depression and the Great Recession. Returns as of 11/30/2020. Post was not sent - check your email addresses! Vanguard Wellington Annual Yield is currently at 0.00%. Vanguard Wellington ... Securities and Exchange Commission, paper copies of your fund’s annual and semiannual shareholder reports will no longer be sent to you by mail, unless you specifically request them. Benchmark. The Wellington Fund is now a massive $110 billion portfolio. That is your money growing at 9.82% per year, every year, for 10 years. Balance is key to weathering volatility. As of December 01, 2020, the fund has assets totaling almost $104.44 billion invested in 1,183 different holdings. 11/30/2020. I’m a professional financial advisor using Vanguard’s investments. Vanguard Wellington manager performance is based on estimating its risk-adjusted returns and manager attribution analysis. Month End YTD. Were it not for the decision of Walter Morgan, the fund’s founder, to include bonds in the portfolio, the Wellington Fund may have failed as so many stock-only mutual funds did during the Great Depression. Vanguard Total Returns | November 30, 2020 Average Annual Total Returns* for Periods Ended November30, 2020 Vanguard Fund Name Fund No. That’s 87 years and counting.The Vanguard Wellington Fund is a mutual fund — a collection of stocks and bonds owned by a group of people, just like you or me. Wellington Management oversees the Wellington Fund and is the biggest outside money manager for Vanguard, Newhall said. 2020. Instead, you will be notified by mail each time a report ... directly reduce the investment return … The fund copies the American Funds multi-manager system. In a 1997 Vanguard newsletter interview, Morgan said of the market in 1929 that “there was so much speculation, and stocks were just too high.”. Type: Short-term bond. Annual Return… In a 2004 letter celebrating 75 years of the Wellington Fund, Bogle would explain Vanguard Wellington’s three-pronged objective: “From the very outset, Wellington’s three-fold objective has remained constant: (1) Conservation of Capital, (2) Reasonable Current Income, and (3) Profits Without Undue Risk.”. The Vanguard Wellington Fund (NASDAQMUTFUND:VWELX) is the oldest balanced fund in the U.S., offering investors low-cost exposure to both stocks and bonds. Below that, you will find a table Wellington’s returns in down years for the stock market. 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