All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 1979-12-26💬 to Thu 2026-11-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWELX × |
+12,229.56%
+10.82%/yr |
+10.92%/yr
R2=0.982 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| VWINX × |
+6,191.50%
+9.24%/yr |
+8.96%/yr
R2=0.971 |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| Wed 1979-12-26💬 to Thu 2026-11-12 |
Start
Value |
End
Value |
|---|---|---|
| VWELX × |
$10,000.00
1979-12-26 |
$1,232,956.04
2026-11-12 |
| VWINX × |
$10,000.00
1979-12-26 |
$629,150.39
2026-11-12 |
| YTD | YoY | |
|---|---|---|
| VWELX × | +6.40% | +6.75% |
| VWINX × | +4.04% | +4.91% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VWELX × |
−1.33%
on 2026-11-12 from 2026-08-06 peak |
−36.12%
on 2009-03-09 from 2007-10-09 peak |
| VWINX × |
−1.09%
on 2026-11-12 from 2026-08-13 peak |
−21.72%
on 2009-03-09 from 2007-10-29 peak |
| Period ending Thu 2026-11-12 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VWELX × | +6.75% |
+22.65% +10.75%/yr |
+52.25% +15.04%/yr |
+41.72% +7.22%/yr |
+156.25% +9.87%/yr |
| VWINX × | +4.91% |
+13.74% +6.65%/yr |
+31.96% +9.68%/yr |
+19.90% +3.70%/yr |
+77.28% +5.89%/yr |
| Year | VWELX | VWINX |
|---|---|---|
| 2026 (YTD) | +6.40% | +4.04% |
| 2025 | +16.55% | +10.98% |
| 2024 | +14.73% | +5.86% |
| 2023 | +14.29% | +7.05% |
| 2022 | −14.36% | −9.09% |
| 2021 | +18.99% | +8.48% |
| 2020 | +10.57% | +8.44% |
| 2019 | +22.51% | +16.39% |
| 2018 | −3.43% | −2.54% |
| 2017 | +14.72% | +10.16% |
| 2016 | +11.02% | +8.09% |
| 2015 | +0.55% | +1.29% |
| 2014 | +9.84% | +8.08% |
| 2013 | +19.69% | +9.19% |
| 2012 | +12.56% | +10.06% |
| 2011 | +3.87% | +9.64% |
| 2010 | +10.94% | +10.66% |
| 2009 | +22.24% | +16.07% |
| 2008 | −22.30% | −9.78% |
| 2007 | +8.33% | +5.65% |
| 2006 | +14.96% | +11.24% |
| 2005 | +6.83% | +1.67% |
| 2004 | +11.18% | +7.57% |
| 2003 | +20.75% | +9.66% |
| 2002 | −6.91% | +4.62% |
| 2001 | +4.18% | +7.36% |
| 2000 | +10.89% | +16.36% |
| 1999 | +33.02% | −2.29% |
| 1998 | +13.22% | +12.20% |
| 1997 | +23.23% | +20.17% |
| 1996 | +16.11% | +9.42% |
| 1995 | +32.93% | +28.90% |
| 1994 | −0.47% | −4.43% |
| 1993 | +13.67% | +14.70% |
| 1992 | +11.71% | +11.02% |
| 1991 | +22.07% | +21.51% |
| 1990 | −2.81% | +3.31% |
| 1989 | +25.97% | +19.16% |
| 1988 | +20.45% | +13.63% |
| 1987 | +3.33% | −4.42% |
| 1986 | +15.75% | +15.13% |
| 1985 | +25.86% | +26.63% |
| 1984 | +2.64% | +16.65% |
| 1983 | +11.07% | +18.58% |
| 1982 | +18.84% | +23.33% |
| 1981 | −5.60% | +8.60% |
| 1980 | +13.58% | +11.94% |
| 1979 | +0.21% | −2.66% |
