Vanguard Wellington™ Fund

Scorecard
5 / 5 Stars
Lipper
5 5 4 5 1
Zacks Investment Research
3 (Hold)
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 2014-03-12

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Moderately Aggr Target Risk % Rank
Year-to-date 1.42 -0.24 -0.07 53
1-Month 2.99 -0.18 -1.06 74
3-Month 2.94 0.28 -0.04 44
6-Month 10.31 0.78 -1.55 50
1-Year 16.32 3.81 -0.43 27
3-Year (Annualized) 10.87 2.64 1.42 8
5-Year (Annualized) 16.90 1.90 -1.60 28
10-Year (Annualized) 8.07 1.02 0.37 4