Vanguard Global Wellesley Fund Ten Year Return
Vanguard Global Wellesley fundamentals help investors to digest information that contributes to Vanguard Global's financial success or failures. It also enables traders to predict the movement of Vanguard Mutual Fund. The fundamental analysis module provides a way to measure Vanguard Global's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Vanguard Global mutual fund.
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Vanguard Global Wellesley Mutual Fund Ten Year Return Analysis
Vanguard Global's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
CompetitionBased on the latest financial disclosure, Vanguard Global Wellesley has a Ten Year Return of 0.0%. This is 100.0% lower than that of the Vanguard family and about the same as World Allocation (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Vanguard Global
The fund invests 35.57% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (16.64%) , cash (6.54%) and various exotic instruments.Asset allocation divides Vanguard Global's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Vanguard Fundamentals
| Total Asset | 81.31 M | ||||
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 3.11 % | ||||
| One Year Return | 8.31 % | ||||
| Three Year Return | 4.40 % | ||||
| Five Year Return | 4.37 % | ||||
| Net Asset | 537.44 M | ||||
| Last Dividend Paid | 0.07 | ||||
| Cash Position Weight | 6.54 % | ||||
| Equity Positions Weight | 35.57 % | ||||
| Bond Positions Weight | 16.64 % |
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Vanguard Global financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Global security.
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