Vanguard Wellesley Income Fund Price on September 25, 2024
| VWINX Fund | USD 26.50 0.10 0.38% |
Below is the normalized historical share price chart for Vanguard Wellesley Income extending back to December 26, 1979. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Vanguard Wellesley stands at 26.50, as last reported on the 29th of November, with the highest price reaching 26.50 and the lowest price hitting 26.50 during the day.
If you're considering investing in Vanguard Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Vanguard Mutual Fund to be very steady. Vanguard Wellesley Income owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0885, which indicates the fund had a 0.0885% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Vanguard Wellesley Income, which you can use to evaluate the volatility of the fund. Please validate Vanguard Wellesley's Coefficient Of Variation of 1219.27, risk adjusted performance of 0.0475, and Semi Deviation of 0.2498 to confirm if the risk estimate we provide is consistent with the expected return of 0.0271%.
Vanguard Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Vanguard |
Sharpe Ratio = 0.0885
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| Negative Returns | VWINX |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Vanguard Wellesley is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Vanguard Wellesley by adding it to a well-diversified portfolio.
Vanguard Wellesley Valuation on September 25, 2024
It is possible to determine the worth of Vanguard Wellesley on a given historical date. On September 25, 2024 Vanguard was worth 26.28 at the beginning of the trading date compared to the closed value of 26.28. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Vanguard Wellesley mutual fund. Still, in general, we apply an absolute valuation method to find Vanguard Wellesley's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Vanguard Wellesley where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Vanguard Wellesley's related companies.
| Open | High | Low | Close | Volume | |
| 26.40 | 26.40 | 26.40 | 26.40 | 1.00 | |
09/25/2024 | 26.28 | 26.28 | 26.28 | 26.28 | 1.00 |
| 26.33 | 26.33 | 26.33 | 26.33 | 1.00 |
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Vanguard Wellesley Trading Date Momentum on September 25, 2024
| On September 26 2024 Vanguard Wellesley Income was traded for 26.33 at the closing time. The highest daily price throughout the period was 26.33 and the lowest price was 26.33 . There was no trading activity during the period 1.0. Lack of trading volume on 09/26/2024 added to the next day price jump. The trading price change to closing price of the next trading day was 0.19% . The trading price change to current closing price is 0.53% . |
Vanguard Wellesley Income Fundamentals Correlations and Trends
By evaluating Vanguard Wellesley's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Vanguard Wellesley's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Vanguard financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Vanguard Wellesley Mutual Fund history
Vanguard Wellesley investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Vanguard is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Vanguard Wellesley Income will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Vanguard Wellesley stock prices may prove useful in developing a viable investing in Vanguard Wellesley
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.
Vanguard Wellesley Mutual Fund Technical Analysis
Vanguard Wellesley technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Vanguard Wellesley Period Price Range
Low | November 29, 2024
| High |
0.00 | 0.00 |
Vanguard Wellesley Income cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Vanguard Wellesley November 29, 2024 Market Strength
Market strength indicators help investors to evaluate how Vanguard Wellesley mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Vanguard Wellesley shares will generate the highest return on investment. By undertsting and applying Vanguard Wellesley mutual fund market strength indicators, traders can identify Vanguard Wellesley Income entry and exit signals to maximize returns
Vanguard Wellesley Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Vanguard Wellesley's price direction in advance. Along with the technical and fundamental analysis of Vanguard Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Vanguard to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0475 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.33) | |||
| Treynor Ratio | 0.0592 |
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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.
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