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 6.47 0.68 0.13 19
1-Month 1.40 -0.16 -0.61 62
3-Month 4.00 0.32 -0.26 22
6-Month 6.47 0.68 0.13 19
1-Year 17.26 1.62 -2.41 27
3-Year (Annualized) 12.41 3.23 1.66 6
5-Year (Annualized) 14.04 2.00 -0.48 19
10-Year (Annualized) 8.61 1.10 0.41 4

Moderate Allocation Funds

Highest Returns (10-year)

See More Funds