All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Mon 1984-11-05? to Thu 2025-07-03 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| VWELX × |
+7.31%
2025-07-03 |
50.86 TR
2025-07-03 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Mon 1984-11-05? to Thu 2025-07-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWELX × |
+4,985.62%
+10.15%/yr |
+9.49%/yr
(R2=0.983) |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Mon 1984-11-05? to Thu 2025-07-03 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VWELX × |
$10,000.00
1984-11-05 |
$508,561.84
2025-07-03 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Year | VWELX |
|---|---|
| 2025 (YTD) | +7.31% |
| 2024 | +14.73% |
| 2023 | +14.29% |
| 2022 | −14.36% |
| 2021 | +19.00% |
| 2020 | +10.57% |
| 2019 | +22.51% |
| 2018 | −3.43% |
| 2017 | +14.72% |
| 2016 | +11.02% |
| 2015 | +0.55% |
| 2014 | +9.83% |
| 2013 | +19.69% |
| 2012 | +12.56% |
| 2011 | +3.87% |
| 2010 | +10.94% |
| 2009 | +22.24% |
| 2008 | −22.30% |
| 2007 | +8.34% |
| 2006 | +14.96% |
| 2005 | +6.82% |
| 2004 | +11.18% |
| 2003 | +20.74% |
| 2002 | −6.91% |
| 2001 | +4.18% |
| 2000 | +10.89% |
| 1999 | +4.92% |
| 1998 | +13.22% |
| 1997 | +23.23% |
| 1996 | +16.11% |
| 1995 | +32.93% |
| 1994 | −0.47% |
| 1993 | +13.67% |
| 1992 | +7.94% |
| 1991 | +23.69% |
| 1990 | −2.81% |
| 1989 | +21.63% |
| 1988 | +16.09% |
| 1987 | +2.36% |
| 1986 | +15.75% |
| 1985 | +25.84% |
| 1984 | −2.52% |
| Mon 1984-11-05? to Thu 2025-07-03 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VWELX × | 0.00% |
−36.12%
2009-03-09 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||