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

Total Real Returns

VWELX: Total Return Chart (with Dividends Reinvested)

Mon 1984-11-05? to Fri 2025-08-01 YTD
Return
TR
Price
VWELX
×
+7.55%
2025-08-01
21.14 TR
2025-08-01
Vanguard Wellington Fund Investor Shares Mutual Fund

Returns

Mon 1984-11-05? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
VWELX
×
+2,013.91%
+7.78%/yr
+7.40%/yr
(R2=0.957)
Vanguard Wellington Fund Investor Shares Mutual Fund

Growth of $10,000

Mon 1984-11-05? to Fri 2025-08-01 Start
Value
End
Value
VWELX
×
$10,000.00
1984-11-05
$211,391.17
2025-08-01
Vanguard Wellington Fund Investor Shares Mutual Fund

Annual Returns

Year VWELX
2025 (YTD) +7.55%
2024 +5.83%
2023 +14.29%
2022 −19.15%
2021 +11.29%
2020 +4.59%
2019 +19.95%
2018 −9.28%
2017 +10.29%
2016 +8.97%
2015 −3.08%
2014 +5.80%
2013 +14.99%
2012 +11.11%
2011 +3.87%
2010 +10.94%
2009 +22.24%
2008 −22.30%
2007 +3.83%
2006 +10.18%
2005 +3.51%
2004 +7.92%
2003 +20.75%
2002 −6.91%
2001 +0.03%
2000 +10.89%
1999 +6.33%
1998 +14.92%
1997 +16.92%
1996 +11.42%
1995 +31.41%
1994 −0.63%
1993 +15.44%
1992 +7.03%
1991 +22.08%
1990 −2.81%
1989 +17.56%
1988 +12.04%
1987 +1.40%
1986 +15.75%
1985 +25.85%
1984 −2.52%

Drawdowns

Mon 1984-11-05? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
VWELX
×
−3.42% −38.77%
2009-03-09
Vanguard Wellington Fund Investor Shares Mutual Fund