Morningstar® Investment Profile™   Investment
Option Disclosure
  Prospectus Document   Format
for Print
Vanguard Wellington™ Admiral™  VWENX
Please click on the Investment Option Disclosure link above for more information.
Release date as of 2021-12-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Above Avg Average 665
5-Year Above Avg Average 601
10-Year High Average 433
Overall High Average 665
Morningstar Category: Allocation--50% to 70% Equity | Number of Funds in Category: 665
Data through 2021-12-31
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 11.37
Mean 17.36
Sharpe Ratio 1.40
Trailing 3-Yr as of 2021-12-31
  Modern Portfolio Theory Statistics
Best Fit Index
S&P 500 TR USD
R-Squared 96
Beta 0.64
Alpha 0.50
Trailing 3-Yr as of 2021-12-31
  Principal Risks   
Credit and Counterparty, Prepayment (Call), Loss of Money, Not FDIC Insured, Income, Interest Rate, Market/Market Volatility, Equity Securities, Restricted/Illiquid Securities, Fixed-Income Securities, Management
Show Risk Definitions
Show Data Definitions

© Copyright 2022 Morningstar, Inc.
All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance.
Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.