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 +12.10% over the past year and +4.38% YTD, with dividends reinvested. Since Dec. 26, 1979, VWELX is up +16,495.97% in nominal total return, or +11.60%/yr, and is currently −2.55% below its total-return high on Jun. 2, 2026.

Data ending Mon Jul. 27, 2026

Growth of $10,000

Wed 1979-12-26💬 to Mon 2026-07-27 Overall
Return 		Exponential
Trendline
VWELX × 		+16,495.97%
+11.60%/yr 		+11.14%/yr
R2=0.979
Vanguard Wellington Fund Investor Shares Mutual Fund

Growth of $10,000 Summary

Wed 1979-12-26💬 to Mon 2026-07-27 Start
Value 		End
Value
VWELX × 		$10,000.00
1979-12-26 		$1,659,597.41
2026-07-27

This Year’s Performance

through 2026-07-27

  YTD YoY
VWELX × 		+4.38% +12.10%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
VWELX × 		−2.55%
on 2026-07-27
from 2026-06-02 peak 		−36.12%
on 2009-03-09
from 2007-10-09 peak

Rolling Returns

Period ending Mon 2026-07-27 1 yr 2 yr 3 yr 5 yr 10 yr
VWELX × 		+12.10% +28.15%
+13.20%/yr 		+46.87%
+13.67%/yr 		+44.38%
+7.62%/yr 		+152.46%
+9.70%/yr

Annual Returns

Year VWELX
2026 (YTD) +4.38%
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%