Vanguard Wellesley Buy Hold or Sell Recommendation

VWINX -- USA Fund  

USD 27.40  0.01  0.0365%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Vanguard Wellesley Income Fund is 'Strong Hold'. Macroaxis provides Vanguard Wellesley buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding VWINX positions. The advice algorithm takes into account all of Vanguard Wellesley available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from VWINX buy-and-hold prospective. Also please take a look at Vanguard Wellesley Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Vanguard WellesleyBuy Vanguard Wellesley
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon Vanguard Wellesley Income Fund has a risk adjusted performance of 0.0275, jensen alpha of (0.001847), total risk alpha of (0.05), sortino ratio of (0.12) and treynor ratio of 0.0807
Macroaxis buy or sell recommendation module can be used to complement current analysts and expert consensus on Vanguard Wellesley. Our recommendation engine harnesses analyzes the fund potential to grow using all fundamental data market data available at the time. Use Vanguard Wellesley Five Year Return and Equity Positions Weight to make sure your buy or sell decision on Vanguard Wellesley is adequate.

Vanguard Wellesley Trading Alerts and Improvement Suggestions

Latest headline from seekingalpha.com: Dividend Reliability During A Recession - Seeking Alpha
The fund keeps about 58.99% of its net assets in bonds

Vanguard Wellesley Returns Distribution Density

Mean Return0.021744Value At Risk0.63
Potential Upside0.41Standard Deviation0.48
 Return Density 
      Distribution 

Vanguard Wellesley Greeks

α
Alpha over DOW
=0.0018
β
Beta against DOW=0.15
σ
Overall volatility
=0.49
Ir
Information ratio =0.17

Vanguard Wellesley Volatility Alert

Vanguard Wellesley Income Fund exhibits relatively low volatility with skewness of -1.11 and kurtosis of 12.36. However, we advice investors to further investigate Vanguard Wellesley Income Fund to make sure all market statistics is disseminated and is consistent with investors' estimations about Vanguard Wellesley upside potential.
    
 Better Than Average     
    
 Worse Than Average Compare Vanguard Wellesley to competition

Vanguard Wellesley Fundamental Vs Peers

FundamentalsVanguard WellesleyPeer Average
Price to Earning19.51 6.53 
Price to Book2.51 0.74 
Price to Sales2.20 0.61 
One Year Return10.97 4.15 
Three Year Return14.55 3.60 
Five Year Return6.35 3.24 
Ten Year Return6.81 1.79 
Net Asset58.56 B4.11 B
Minimum Initial Investment3 K976.16 K
Last Dividend Paid0.120.65
Cash Position Weight3.71 10.61 
Equity Positions Weight36.12 63.90 
Bond Positions Weight58.99 11.24 
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