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VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES

Alpha 1 Year-2.28 Alpha 10 Years0.30 Alpha 15 Years1.26 Alpha 20 Years1.10 Alpha 3 Years-0.45 Alpha 5 Years-0.36 Average Gain 1 Year3.00 Average Gain 10 Years1.64 Average Gain 15 Years1.57 Average Gain 20 Years1.52 Average Gain 3 Years2.57 Average Gain 5 Years2.10 Average Loss 1 Year-1.61 Average Loss 10 Years-1.61 Average Loss 15 Years-1.45 Average Loss 20 Years-1.55 Average Loss 3 Years-2.27 Average Loss 5 Years-2.30 Batting Average 1 Year33.33 Batting Average 10 Years55.00 Batting Average 15 Years53.89 Batting Average 20 Years52.92 Batting Average 3 Years47.22 Batting Average 5 Years48.33 Beta 1 Year1.01 Beta 10 Years0.94 Beta 15 Years0.93 Beta 20 Years0.92 Beta 3 Years0.94 Beta 5 Years0.96 Capture Ratio Down 1 Year106.95 Capture Ratio Down 10 Years95.65 Capture Ratio Down 15 Years88.37 Capture Ratio Down 20 Years87.83 Capture Ratio Down 3 Years99.84 Capture Ratio Down 5 Years101.08 Capture Ratio Up 1 Year90.47 Capture Ratio Up 10 Years98.39 Capture Ratio Up 15 Years99.41 Capture Ratio Up 20 Years99.29 Capture Ratio Up 3 Years97.56 Capture Ratio Up 5 Years97.49 Correlation 1 Year98.09 Correlation 10 Years95.50 Correlation 15 Years94.25 Correlation 20 Years94.08 Correlation 3 Years96.19 Correlation 5 Years96.26 High 1 Year62.33 Information Ratio 1 Year-1.05 Information Ratio 10 Years0.06 Information Ratio 15 Years0.31 Information Ratio 20 Years0.32 Information Ratio 3 Years-0.12 Information Ratio 5 Years-0.20 Low 1 Year55.89 Maximum Loss 1 Year-6.46 Maximum Loss 10 Years-14.71 Maximum Loss 15 Years-14.71 Maximum Loss 20 Years-18.72 Maximum Loss 3 Years-14.71 Maximum Loss 5 Years-14.71 Performance Current Year5.05 Performance since Inception9,692.57 Risk adjusted Return 10 Years2.86 Risk adjusted Return 3 Years-3.35 Risk adjusted Return 5 Years1.07 Risk adjusted Return Since Inception1.08 R-Squared (R²) 1 Year96.21 R-Squared (R²) 10 Years91.20 R-Squared (R²) 15 Years88.84 R-Squared (R²) 20 Years88.52 R-Squared (R²) 3 Years92.53 R-Squared (R²) 5 Years92.66 Sortino Ratio 1 Year0.66 Sortino Ratio 10 Years0.77 Sortino Ratio 15 Years1.52 Sortino Ratio 20 Years1.10 Sortino Ratio 3 Years-0.25 Sortino Ratio 5 Years0.47 Tracking Error 1 Year2.50 Tracking Error 10 Years2.25 Tracking Error 15 Years2.28 Tracking Error 20 Years2.36 Tracking Error 3 Years2.84 Tracking Error 5 Years2.64 Trailing Performance 1 Month3.03 Trailing Performance 1 Week1.47 Trailing Performance 1 Year8.37 Trailing Performance 10 Years70.74 Trailing Performance 2 Years10.01 Trailing Performance 3 Months5.60 Trailing Performance 3 Years4.41 Trailing Performance 4 Years16.84 Trailing Performance 5 Years26.42 Trailing Performance 6 Months5.63 Trailing Return 1 Month3.01 Trailing Return 1 Year8.37 Trailing Return 10 Years5.50 Trailing Return 15 Years7.14 Trailing Return 2 Months3.09 Trailing Return 2 Years4.88 Trailing Return 20 Years6.56 Trailing Return 3 Months5.60 Trailing Return 3 Years1.45 Trailing Return 4 Years3.97 Trailing Return 5 Years4.80 Trailing Return 6 Months5.63 Trailing Return 6 Years5.41 Trailing Return 7 Years5.27 Trailing Return 8 Years5.17 Trailing Return 9 Months15.84 Trailing Return 9 Years5.67 Trailing Return Since Inception6.49 Trailing Return YTD - Year to Date5.05 Treynor Ratio 1 Year3.45 Treynor Ratio 10 Years3.79 Treynor Ratio 15 Years6.84 Treynor Ratio 20 Years5.30 Treynor Ratio 3 Years-2.38 Treynor Ratio 5 Years2.77

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Ellyn Dora

Update: 2024-06-17