All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

VWELX: Total Return Chart (with Dividends Reinvested)

VWELX total return snapshot: VWELX returned +10.11% over the past year and +6.63% YTD, with dividends reinvested. Since Dec. 26, 1979, VWELX is up +12,255.88% in nominal total return, or +10.84%/yr, and is currently −1.12% below its total-return high on Aug. 6, 2026.

Data ending Fri Oct. 16, 2026

Growth of $10,000

Wed 1979-12-26💬 to Fri 2026-10-16 Overall
Return 		Exponential
Trendline
VWELX × 		+12,255.88%
+10.84%/yr 		+10.92%/yr
R2=0.982
Vanguard Wellington Fund Investor Shares Mutual Fund

Growth of $10,000 Summary

Wed 1979-12-26💬 to Fri 2026-10-16 Start
Value 		End
Value
VWELX × 		$10,000.00
1979-12-26 		$1,235,588.31
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
VWELX × 		+6.63% +10.11%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
VWELX × 		−1.12%
on 2026-10-16
from 2026-08-06 peak 		−36.12%
on 2009-03-09
from 2007-10-09 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
VWELX × 		+10.11% +24.49%
+11.58%/yr 		+53.83%
+15.44%/yr 		+45.88%
+7.84%/yr 		+159.53%
+10.01%/yr

Annual Returns

Year VWELX
2026 (YTD) +6.63%
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 +33.02%
1998 +13.22%
1997 +23.23%
1996 +16.11%
1995 +32.93%
1994 −0.47%
1993 +13.67%
1992 +11.71%
1991 +22.07%
1990 −2.81%
1989 +25.97%
1988 +20.45%
1987 +3.33%
1986 +15.75%
1985 +25.86%
1984 +2.64%
1983 +11.07%
1982 +18.84%
1981 −5.60%
1980 +13.58%
1979 +0.21%