Vanguard Wellington™ Fund

Scorecard
5 / 5 Stars
Lipper
5 5 4 5 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B- (Buy)

Fund Performance

In the 2009 Award Winners edition of The Independent Adviser for Vanguard Investors, Dan Wiener says, "The fund, which is more than three-quarters of a century old, has been stalwart through some of the worst stock and bond bear markets in history. Like the Energizer bunny, however, it just keeps going."

2010-01-26

The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 4 for one year, 3 for five years, and 2 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.

Value Line 2014-06-11

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Moderately Aggr Target Risk % Rank
Year-to-date 6.45 0.67 0.12 19
1-Month 1.40 -0.16 -0.61 62
3-Month 4.00 0.32 -0.26 22
6-Month 6.45 0.67 0.12 19
1-Year 17.18 1.54 -2.49 28
3-Year (Annualized) 12.32 3.13 1.57 7
5-Year (Annualized) 13.95 1.91 -0.57 21
10-Year (Annualized) 8.50 0.99 0.30 5

Moderate Allocation Funds

Highest Returns (10-year)

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