Vanguard Wellington Fund Admiral Shares(VWENX)總覽

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報酬與風險分析

分析 Vanguard Wellington Fund Admiral Shares(VWENX) 的平均報酬與風險。

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統計區間	年化報酬率	夏普比率	最大跌幅

基本資料

Vanguard Wellington Fund Admiral Shares (VWENX) 的基本資料。

發行資料


ETF全名	Vanguard Wellington Fund Admiral Shares
上市日期	2001-05-14

ETF說明


本投資旨在提供長期資本增值和適度的當前收入。該基金將60%至70%的資產投資於支付股息的大型成熟公司普通股,以及少量的非支付股息的普通股。基金剩餘的30%至40%的資產主要投資於投資顧問認為將產生適度水平當前收入的固定收益證券。這些證券包括投資級企業債券,以及少量的美國國債、政府機構債券和抵押擔保證券。
Founded in 1929, Wellington™ Fund is Vanguard’s oldest mutual fund and the nation’s oldest balanced fund. It offers exposure to stocks (about two-thirds of the portfolio) and bonds (one-third of the portfolio). Another key attribute is broad diversification—the fund invests in stocks and bonds across all economic sectors. This is important because one or two holdings should not have a sizeable impact on the fund. Investors with a long-term time horizon who want growth and are willing to accept stock market volatility may wish to consider this as a core holding in their portfolio.

本投資旨在提供長期資本增值和適度的當前收入。該基金將60%至70%的資產投資於支付股息的大型成熟公司普通股,以及少量的非支付股息的普通股。基金剩餘的30%至40%的資產主要投資於投資顧問認為將產生適度水平當前收入的固定收益證券。這些證券包括投資級企業債券,以及少量的美國國債、政府機構債券和抵押擔保證券。

Founded in 1929, Wellington™ Fund is Vanguard’s oldest mutual fund and the nation’s oldest balanced fund. It offers exposure to stocks (about two-thirds of the portfolio) and bonds (one-third of the portfolio). Another key attribute is broad diversification—the fund invests in stocks and bonds across all economic sectors. This is important because one or two holdings should not have a sizeable impact on the fund. Investors with a long-term time horizon who want growth and are willing to accept stock market volatility may wish to consider this as a core holding in their portfolio.

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警語

1. 資料僅供參考，不做任何獲利保證及特定股票與點位推薦建議。

2. 資料並不完整，需要完整資料請至相關網站索取。

3. 任何股市數據分析皆存在倖存者偏差。