The Vanguard Wellington Fund During A Bull Market

I was reading an investor forum recently where a commenter said that he was contemplating a purchase of shares in Vanguard’s legendary Wellington Fund that has a track record of delivering 8.5% annual returns to investors dating back to 1929, making it one of, if not the, oldest balanced fund in the nation.

He said that he wasn’t going to buy shares because it had trailed the S&P 500 over the past three and five years. For reference, the Vanguard Wellington Fund has returned 12.32% over the past three years and 13.95% annually over the past five, while the S&P 500 has returned 16.58% and 18.83% over those same time periods, respectively.

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