Total Returns for Vanguard Wellington (VWELX)

  • Growth of $10,000

    From 12/31/1998 to 10/31/2009

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  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    16.46% -1.70 -0.23 62 —

    10 Year History

    2008 2007 2006 2005 2004
    Total Returns Per Year -22.30% 8.34% 14.97% 6.82% 11.17%
    +/- Category 5.70 2.35 3.68 1.69 2.31
    +/- Index -0.12 -0.28 2.02 0.04 -0.73
    Rank in Category 13 22 8 20 17
    # of Funds in Category 1,206 1,103 1,041 985 925
    2003 2002 2001 2000 1999
    Total Returns Per Year 20.75% -6.90% 4.19% 10.40% 4.41%
    +/- Category 0.40 5.12 9.24 8.58 -6.30
    +/- Index -1.67 -0.01 6.65 8.72 -9.08
    Rank in Category 43 10 5 11 80
    # of Funds in Category 843 757 698 646 593
    Data as of 10/31/2009

  • Trailing Total Returns

    Total Return Rank in Category +/- Morningstar Moderate Target Risk # of Funds
    1-Day -1.09% — — 941
    1-Week 0.56% 4 — 941
    1-Month 2.77% 5 0.65% 942
    3-Month 5.94% 21 0.06% 939
    Year-to-date 21.46% 55 -0.23% 902
    1-Year 27.23% 47 1.04% 901
    3-Year Annualized 1.47% 7 -0.21% 717
    5-Year Annualized 5.12% 3 0.23% 595
    10-Year Annualized 5.71% 4 0.94% 180
    Since Inception 8.05% — — —
    Inception Date 07/01/1929
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 10/31/2009
    10 Year and Since Inception data as of 11/27/2009

  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 09/30/2009) (as of 10/31/2009)
    1-Month 2.54% -0.47%
    3-Month 11.33% 4.82%
    Year-to-date 17.01% 16.46%
    1-Year 4.53% 18.48%
    3-Year Annualized 1.29% 0.27%
    5-Year Annualized 5.21% 4.89%
    10-Year Annualized 5.95% 5.71%
    Since Inception 8.07% 8.05%
    Inception Date 07/01/1929
    Data as of 10/31/2009

  • Tax Analysis

    Potential Capital Gains Exposure 3.54%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return 16.46% 18.48% 0.27% 4.89% 5.71% 8.05%
    On Distribution* 15.69% 17.35% -1.07% 3.51% 4.07% 4.62%
    Rank in Category 50 20 9 4 5 —
    On Distribution & Sales of Shares* 10.89% 12.27% -0.16% 3.76% 4.17% 4.57%
    Rank in Category 46 21 7 3 4 —
    Tax Cost Ratio — — 1.34% 1.32% 1.55% —
    Data as of 10/31/2009
    * After Tax