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 +13.73% over the past year and +7.14% YTD, with dividends reinvested. Since Dec. 26, 1979, VWELX is up +16,934.51% in nominal total return, or +11.65%/yr, and is currently −0.65% below its total-return high on Aug. 7, 2026.

Data ending Mon Aug. 17, 2026

Growth of $10,000

Wed 1979-12-26💬 to Mon 2026-08-17 Overall
Return 		Exponential
Trendline
VWELX × 		+16,934.51%
+11.65%/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 2026-08-17 Start
Value 		End
Value
VWELX × 		$10,000.00
1979-12-26 		$1,703,450.75
2026-08-17

This Year’s Performance

through 2026-08-17

  YTD YoY
VWELX × 		+7.14% +13.73%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
VWELX × 		−0.65%
on 2026-08-17
from 2026-08-07 peak 		−36.12%
on 2009-03-09
from 2007-10-09 peak

Rolling Returns

Period ending Mon 2026-08-17 1 yr 2 yr 3 yr 5 yr 10 yr
VWELX × 		+13.73% +29.02%
+13.59%/yr 		+54.34%
+15.57%/yr 		+46.86%
+7.99%/yr 		+157.55%
+9.92%/yr

Annual Returns

Year VWELX
2026 (YTD) +7.14%
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%