All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
VWELX total return snapshot: VWELX returned +15.79% over the past year and +6.10% YTD, with dividends reinvested. Since Dec. 26, 1979, VWELX is up +16,769.16% in nominal total return, or +11.65%/yr, and is currently −0.95% below its total-return high on Jun. 2, 2026.
Data ending Thu Jul. 2, 2026
| Wed 1979-12-26💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| VWELX × |
+6.10%
2026-07-02 |
+15.79%
2026-07-02 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Wed 1979-12-26💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWELX × |
+16,769.16%
+11.65%/yr |
+11.15%/yr
(R2=0.979) |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Wed 1979-12-26💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VWELX × |
$10,000.00
1979-12-26 |
$1,686,915.89
2026-07-02 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Year | VWELX |
|---|---|
| 2026 (YTD) | +6.10% |
| 2025 | +16.55% |
| 2024 | +14.73% |
| 2023 | +14.29% |
| 2022 | −14.36% |
| 2021 | +18.99% |
| 2020 | +10.57% |
| 2019 | +22.51% |
| 2018 | −3.43% |
| 2017 | +14.72% |
| 2016 | +11.02% |
| 2015 | +0.55% |
| 2014 | +9.84% |
| 2013 | +19.69% |
| 2012 | +12.56% |
| 2011 | +3.87% |
| 2010 | +10.94% |
| 2009 | +22.24% |
| 2008 | −22.30% |
| 2007 | +8.33% |
| 2006 | +14.96% |
| 2005 | +6.83% |
| 2004 | +11.18% |
| 2003 | +20.75% |
| 2002 | −6.91% |
| 2001 | +4.18% |
| 2000 | +10.89% |
| 1999 | +33.03% |
| 1998 | +13.22% |
| 1997 | +23.24% |
| 1996 | +16.11% |
| 1995 | +32.93% |
| 1994 | −0.47% |
| 1993 | +13.68% |
| 1992 | +11.71% |
| 1991 | +22.07% |
| 1990 | −2.81% |
| 1989 | +25.98% |
| 1988 | +20.44% |
| 1987 | +3.32% |
| 1986 | +15.76% |
| 1985 | +25.84% |
| 1984 | +6.54% |
| 1983 | +19.28% |
| 1982 | +24.52% |
| 1981 | +2.96% |
| 1980 | +22.30% |
| 1979 | +0.25% |
| Wed 1979-12-26💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VWELX × |
−0.95%
from 2026-06-02 peak |
−36.12%
2009-03-09 from 2007-10-09 peak |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| VWELX × | +15.79% |
+30.32% +14.16%/yr |
+50.68% +14.64%/yr |
+48.71% +8.26%/yr |
+161.52% +10.09%/yr |
|
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
