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Vanguard Global Wellesley Income Inv (VGWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.36+0.07 (+0.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.82%
5-year average return3.81%
Number of years up4
Number of years down2
Best 1-yr total return (20 Jun 2024)13.81%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return13.81%
Worst 3-yr total return1.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVGWIXCategory
YTD2.78%8.60%
1-month2.82%0.11%
3-month3.31%4.82%
1-year9.73%25.33%
3-year1.60%8.02%
5-year4.48%8.06%
10-year0.00%6.03%
Last bull market11.03%13.54%
Last bear market-6.23%-13.20%

Annual total return (%) history

Year
VGWIXCategory
2024
N/AN/A
2023
8.78%N/A
2022
-8.14%N/A
2021
6.42%N/A
2020
5.41%6.18%
2019
13.81%16.10%
2018
-4.38%-8.26%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.77%N/AN/AN/A
20233.00%0.68%-2.52%7.61%
2022-2.89%-6.23%-6.43%7.82%
20211.19%2.91%-0.20%2.39%
2020-10.39%8.09%1.95%6.75%
20195.96%3.05%1.61%2.58%
2018-1.34%-0.38%1.47%-4.13%

Rank in category (by total return)

YTD81
1-month74
3-month46
1-year80
3-year47
5-year78

Load adjusted returns

1-year9.73%
3-year1.60%
5-year4.48%
10-yearN/A