Nasdaq - Delayed Quote USD

Vanguard Global Wellington Admiral (VGWAX)

32.82
-0.01
(-0.03%)
At close: 8:02:19 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.11%
5y Average Return 9.68%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 21, 2025) 22.15%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 22.15%
Worst 3Y Total Return 3.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VGWAX
Category
YTD
3.32%
0.00%
1-Month
-0.80%
0.00%
3-Month
0.82%
0.00%
1-Year
7.87%
0.00%
3-Year
7.43%
0.00%
5-Year
9.28%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
7.55%
0.00%
Last Bear Market
-8.39%
0.00%

Annual Total Return (%) History

Year
VGWAX
Category
2025
--
--
2024
6.35%
--
2023
12.55%
--
2022
-7.04%
--
2021
13.53%
--
2020
7.51%
--
2019
22.15%
--
2018
-4.71%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 4.15% -- -- --
2024 4.05% -0.29% 6.06% -3.35%
2023 2.95% 2.54% -1.56% 8.31%
2022 -2.66% -8.39% -6.50% 11.49%
2021 4.29% 4.44% -0.31% 4.56%
2020 -15.56% 11.11% 4.13% 10.05%
2019 8.65% 3.81% 3.17% 4.97%
2018 -1.00% -0.27% 4.08% -7.28%

Rank in Category (By Total Return)

YTD 18
1-Month 90
3-Month 19
1-Year 67
3-Year 14
5-Year 18

Load Adjusted Returns

1-Year 7.87%
3-Year 7.43%
5-Year 9.28%
10-Year --

Performance & Risk

YTD Return 5.11%
5y Average Return 9.68%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Vanguard
Net Assets 2.43B
YTD Return 3.32%
Yield 3.14%
Morningstar Rating
Inception Date Nov 02, 2017

Fund Summary

The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying equity securities of established large and mid-size U.S. and foreign companies. In choosing these companies, the advisor seeks those that appear to be undervalued but have prospects for improvement. These stocks are commonly referred to as value stocks. The remaining 30% to 40% of the fund's assets are invested mainly in U.S. and foreign fixed income securities that the advisor believes will generate a moderate level of current income.

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