Vanguard Wellesley Financials
| VWINX Fund | USD 25.30 0.09 0.36% |
Vanguard |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Vanguard Wellesley Fund Summary
Vanguard Wellesley competes with Vanguard Wellington, Vanguard Dividend, Vanguard Gnma, Vanguard Equity, and Vanguard Short-term. The fund invests approximately 60 percent to 65 percent of its assets in investment-grade fixed income securities, including corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35 percent to 40 percent of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.Specialization | Allocation--30% to 50% Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9219381061 |
| Business Address | Vanguard Wellesley Income |
| Mutual Fund Family | Vanguard |
| Mutual Fund Category | Allocation--30% to 50% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 662 7447 |
| Currency | USD - US Dollar |
Vanguard Wellesley Key Financial Ratios
Vanguard Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Vanguard Wellesley's current stock value. Our valuation model uses many indicators to compare Vanguard Wellesley value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Vanguard Wellesley competition to find correlations between indicators driving Vanguard Wellesley's intrinsic value. More Info.Vanguard Wellesley Income is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Vanguard Wellesley Income is roughly 7.77 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Vanguard Wellesley's earnings, one of the primary drivers of an investment's value.Vanguard Wellesley Income Systematic Risk
Vanguard Wellesley's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Vanguard Wellesley volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Vanguard Wellesley Income correlated with the market. If Beta is less than 0 Vanguard Wellesley generally moves in the opposite direction as compared to the market. If Vanguard Wellesley Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Vanguard Wellesley Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Vanguard Wellesley is generally in the same direction as the market. If Beta > 1 Vanguard Wellesley moves generally in the same direction as, but more than the movement of the benchmark.
Vanguard Wellesley February 1, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Vanguard Wellesley help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Vanguard Wellesley Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Vanguard Wellesley Income based on widely used predictive technical indicators. In general, we focus on analyzing Vanguard Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Vanguard Wellesley's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4082 | |||
| Information Ratio | (0.24) | |||
| Maximum Drawdown | 2.31 | |||
| Value At Risk | (0.40) | |||
| Potential Upside | 0.5287 |
Other Information on Investing in Vanguard Mutual Fund
Vanguard Wellesley financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Wellesley security.
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |