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Vanguard Wellesley Income, Investor Class

for period ending May 31, 2019
 
This portfolio is provided by Vanguard.
VWINX is the ticker for this portfolio. This ticker appears in the scatterplots below and on the Summary Page showing all portfolios. You can invest in this portfolio using the ticker "VWINX" at FolioInvesting.com or your favorite brokerage. See How to Invest (below) for more details on how buy this portfolio.
 
Use this page to find a high return, lower risk portfolio recipe using the Choose – Invest – RebalanceTM process
 

How to Choose

Risk vs. return for VWINX:   The scatterplots below show the best portfolios as dots closest to the green smiley the at top left of each scatterplot. The yellow dot shows the total return and risk for this portfolio. The risk is measured by maximum loss over each period. Any dot closer to the top left corner has shown better performance using this metric.

For more metrics (Total Return, Risk and Volatility, Correlation) scroll down on this page. The Summary Page compares all portfolios.
Maximum Drawdown vs. Annual Return
VWINXPeer group recipesAll other recipesS&P 500 (SPY)U.S. Bonds (BND)Balanced (60% Equity / 40% Bonds)
The location of VWINX and the identities of all the portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only. Upgrade your subscription. Only $15 per month. Cancel anytime.
 
Description   Vanguard Wellesley Income, Investor Class gives investors access to a risk-driven portfolio portfolio that uses a variety of securities to achieve a targeted risk level. This portfolio is a mutual fund and implements a particular asset allocation approach that is directed by the fund manager.

Category   Tactical: Managed

Ingredients used   This portfolio invests in a variety of securities to achieve a targeted risk level.

Peer Group   Tactical: Managed. See How to Invest, below. You can see how this portfolio has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.

Methodology   This portfolio is a mutual fund and its holdings are determined by the fund's manager, Vanguard. The investment seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. The fund invests approximately 60% to 65% of its assets in investment-grade corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35% to 40% of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends. You may consult investor.vanguard.com for details on how this manager chooses particular assets for inclusion in this fund.

Cost
 

How to Invest

You can invest in this portfolio by buying the ticker symbol "VWINX" at FolioInvesting.com or your favorite brokerage. The full set of risk and return metrics for this recipe are available to VizMetrics subscribers. Upgrade your subscription for full access. Only $15 per month. Cancel anytime.
 

How to Rebalance

You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.

Compare: Risk vs. Return

for period ending May 31, 2019
VizMetricsTM Score This is a 0 to 100 score that measures risk-adjusted return
 1 year3 year5 year7 year10 year
VWINX100100100100100
Peer Group* average7591929597
60% Equity / 40% Bonds84100100100100
Global Equities (ACWI)581008810096
U.S. Equities (SPY)66100100100100
U.S. Bonds (BND)10010010095100
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Downside Deviation vs. Annual Return
VWINXPeer group recipesAll other recipesS&P 500 (SPY)U.S. Bonds (BND)Balanced (60% Equity / 40% Bonds)
The location of VWINX and the identities of all the portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only. Upgrade your subscription. Only $15 per month. Cancel anytime.
Standard Deviation vs. Annual Return
VWINXPeer group recipesAll other recipesS&P 500 (SPY)U.S. Bonds (BND)Balanced (60% Equity / 40% Bonds)
The location of VWINX and the identities of all the portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only. Upgrade your subscription. Only $15 per month. Cancel anytime.
M-squared
 1 year3 year5 year7 year10 year
VWINX12.7%1.2%2.8%2.9%7.8%
Peer Group* average-2.7%-3.5%-3.9%-4.0%-2.0%
60% Equity / 40% Bonds2.5%0.7%1.0%0.8%2.2%
Global Equities (ACWI)-4.9%-1.6%-4.3%-3.7%-5.3%
U.S. Equities (SPY)0.0%0.0%0.0%0.0%0.0%
U.S. Bonds (BND)21.7%-6.2%-1.7%-6.5%0.2%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Alpha
 1 year3 year5 year7 year10 year
VWINX4.2%1.3%1.7%2.2%4.1%
Peer Group* average-2.3%-1.0%-1.5%-0.8%-0.1%
60% Equity / 40% Bonds1.5%0.6%0.7%0.7%1.5%
Global Equities (ACWI)-4.5%-1.1%-3.8%-2.9%-5.2%
U.S. Equities (SPY)0.0%0.0%0.0%0.0%0.0%
U.S. Bonds (BND)4.4%1.6%2.1%2.1%3.8%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Sharpe
 1 year3 year5 year7 year10 year
VWINX0.790.970.981.401.63
Peer Group* average-0.040.590.440.810.91
60% Equity / 40% Bonds0.260.940.841.221.22
Global Equities (ACWI)-0.130.760.420.850.68
U.S. Equities (SPY)0.160.890.771.161.06
U.S. Bonds (BND)1.280.360.610.591.07
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All

Compare: Total Return

for period ending May 31, 2019
5-year graph VWINXGlobal equities (ACWI)U.S. equities (SPY)U.S. bonds (BND)60% Equity / 40% Bonds (s.6040)
Total Return (Compound Annual Growth Rate)
 Year-to-dateMay 20191 year3 year5 year7 year10 year
VWINX7.2%-0.6%6.8%5.7%5.3%7.0%8.7%
Peer Group* average6.0%-2.9%0.6%5.3%3.6%6.1%7.6%
60% Equity / 40% Bonds8.6%-3.1%4.6%8.1%6.8%9.0%10.0%
Global Equities (ACWI)9.2%-6.1%-1.0%9.4%5.2%9.7%9.2%
U.S. Equities (SPY)10.6%-6.4%3.6%11.6%9.5%13.4%13.8%
U.S. Bonds (BND)4.8%1.8%6.6%2.5%2.7%2.4%3.7%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: AllRank: AllRank: All
Historical Return
 20142015201620172018
VWINX8.0%1.2%8.1%10.2%-2.6%
Peer Group* average5.5%-1.8%6.5%12.0%-5.2%
60% Equity / 40% Bonds9.9%0.7%8.8%13.9%-2.8%
Global Equities (ACWI)2.4%-2.2%8.4%24.3%-9.1%
U.S. Equities (SPY)13.5%1.3%12.0%21.7%-4.6%
U.S. Bonds (BND)5.8%0.6%2.5%3.5%0.1%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All

Compare: Risk & Volatility

for period ending May 31, 2019
Maximum Drawdown
 1 year3 year5 year7 year10 year
VWINX-3.0%-3.4%-3.4%-3.4%-3.4%
Peer Group* average-7.9%-9.4%-11.4%-11.5%-13.1%
60% Equity / 40% Bonds-8.1%-8.1%-8.1%-8.1%-9.1%
Global Equities (ACWI)-12.7%-14.0%-14.0%-14.0%-21.9%
U.S. Equities (SPY)-13.5%-13.5%-13.5%-13.5%-16.2%
U.S. Bonds (BND)-1.4%-3.7%-3.7%-4.0%-4.0%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Standard Deviation
 1 year3 year5 year7 year10 year
VWINX5.9%4.6%4.7%4.7%5.3%
Peer Group* average9.7%7.5%7.6%7.5%9.1%
60% Equity / 40% Bonds10.9%7.5%7.6%7.3%8.4%
Global Equities (ACWI)15.7%11.7%12.0%11.8%15.1%
U.S. Equities (SPY)17.8%12.8%12.7%12.2%14.3%
U.S. Bonds (BND)3.4%3.3%3.1%3.1%3.1%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Downside Deviation
 1 year3 year5 year7 year10 year
VWINX3.4%2.7%2.7%2.5%2.5%
Peer Group* average7.1%5.0%5.1%4.7%5.4%
60% Equity / 40% Bonds7.8%5.1%4.8%4.3%4.7%
Global Equities (ACWI)12.1%8.2%8.1%7.5%9.5%
U.S. Equities (SPY)13.5%8.9%8.2%7.5%8.5%
U.S. Bonds (BND)1.1%2.0%1.8%1.9%1.7%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Beta
 1 year3 year5 year7 year10 year
VWINX0.300.300.310.320.31
Peer Group* average0.490.490.490.490.54
60% Equity / 40% Bonds0.610.600.600.600.60
Global Equities (ACWI)0.910.900.930.941.05
U.S. Equities (SPY)1.001.001.001.001.00
U.S. Bonds (BND)-0.03-0.04-0.03-0.03-0.04
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All

Compare: Correlation

for period ending May 31, 2019
 1 year3 year5 year7 year10 year
to Global Stocks (ACWI)0.940.800.830.810.81
to S&P500 (SPY)0.920.780.810.790.80
to U.S. Bonds (BND)0.090.400.400.440.35
to Commodities (DBC)0.460.300.250.260.40
to Gold (GLD)-0.380.190.120.110.18