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Ratings & Risk for Vanguard Wellington (VWELX)

Morningstar Category: Moderate Allocation
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Average
    		262
    5-Year High Average
    		227
    10-Year High Below Average
    		175
    Overall High Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 02/28/2010

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 13.66 0.14 -0.01
    5-Year 10.95 0.42 0.20
    10-Year 10.12 0.61 0.45
    15-Year 10.10 0.79 0.59
    20-Year 9.92 0.80 0.58
    Trailing data as of 02/28/2010

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 94.33 0.96 1.15
    3-Year 98.21 1.01 -0.06
    5-Year 97.54 1.00 0.02
    10-Year 88.62 0.96 2.15

    Morningstar Moderate Target Risk

    Trailing data as of 02/28/2010