VWELXBalancedAllocation--50% to 70% Equity

Vanguard Wellington Fund Admiral Shares

Vanguard · Manager: Loren Moran / Michael Stack (8 yrs)

★★★★Morningstar Rating|Below Average Risk

NAV

$47.82

AUM

$107.8B

Expense Ratio

0.17%

Annual

1Y Return

+14.28%

3Y Annualized

+5.82%

Sharpe Ratio

0.58

Std Deviation

10.8%

5-Year Cumulative Return

Growth of $100 invested

2021-042021-102022-042022-102023-042023-102024-042024-102025-042025-10+0%+25%+50%+75%+100%

Performance vs Benchmark

PeriodFundBenchmarkDifference
YTD+3.14%+3.42%
-0.28%
1 Year+14.28%+14.91%
-0.63%
3 Year (Ann.)+5.82%+6.14%
-0.32%
5 Year (Ann.)+9.14%+9.48%
-0.34%
10 Year (Ann.)+8.74%+9.02%
-0.28%
Since Inception+9.12%+9.38%
-0.26%