See what your fund actually adds

Vanguard Wellington Fund Investor Shares VWELX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

VWELX compared with its replication portfolio
MeasureVWELXReplication
Annualized growth8.1%8.3%
Annualized volatility11.0%10.9%
Sharpe ratio0.760.79
Maximum drawdown20.7%20.9%
Replication fit (R²)0.98 · Tracking error 1.7%

Replication portfolio

The published portfolio below is the investable basket used to model VWELX’s historical return behavior.

VWELX replication basket weights
TickerBuilding blockWeight
VOOUS Large Cap52.6%
VCITFI · IG Credit28.5%
MBBFI · MBS7.8%
MTUMFactor · Momentum6.6%
SPHYFI · High Yield4.5%