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

Total Real Returns

VWELX,PRWCX: Total Return Chart (with Dividends Reinvested)

Wed 1986-07-16? to Tue 2025-07-08 YTD
Return
TR
Price
VWELX
×
+6.56%
2025-07-08
50.5 TR
2025-07-08
Vanguard Wellington Fund Investor Shares Mutual Fund
PRWCX
×
+6.38%
2025-07-08
55.74 TR
2025-07-08
T. Rowe Price Capital Appreciation Fund Mutual Fund

Returns

Wed 1986-07-16? to Tue 2025-07-08 Overall
Return
Exponential
Trendline
VWELX
×
+3,576.66%
+9.69%/yr
+9.31%/yr
(R2=0.983)
Vanguard Wellington Fund Investor Shares Mutual Fund
PRWCX
×
+5,473.55%
+10.87%/yr
+10.72%/yr
(R2=0.992)
T. Rowe Price Capital Appreciation Fund Mutual Fund

Growth of $10,000

Wed 1986-07-16? to Tue 2025-07-08 Start
Value
End
Value
VWELX
×
$10,000.00
1986-07-16
$367,666.23
2025-07-08
Vanguard Wellington Fund Investor Shares Mutual Fund
PRWCX
×
$10,000.00
1986-07-16
$557,354.72
2025-07-08
T. Rowe Price Capital Appreciation Fund Mutual Fund

Annual Returns

Year VWELX PRWCX
2025 (YTD) +6.56% +6.38%
2024 +14.73% +12.50%
2023 +14.29% +18.86%
2022 −14.36% −12.00%
2021 +19.00% +18.45%
2020 +10.57% +18.13%
2019 +22.51% +24.62%
2018 −3.43% +0.63%
2017 +14.72% +15.34%
2016 +11.02% +8.20%
2015 +0.55% +5.42%
2014 +9.83% +12.13%
2013 +19.69% +22.42%
2012 +12.56% +14.69%
2011 +3.87% +3.18%
2010 +10.94% +14.07%
2009 +22.24% +33.07%
2008 −22.30% −27.16%
2007 +8.34% +4.61%
2006 +14.96% +14.56%
2005 +6.82% +6.87%
2004 +11.18% +15.31%
2003 +20.74% +25.48%
2002 −6.91% +0.52%
2001 +4.18% +10.26%
2000 +10.89% +22.14%
1999 +4.92% +7.13%
1998 +13.22% +5.84%
1997 +23.23% +16.29%
1996 +16.11% +16.86%
1995 +32.93% +22.59%
1994 −0.47% +3.76%
1993 +13.67% +15.67%
1992 +7.94% +9.36%
1991 +23.69% +21.68%
1990 −2.81% −1.23%
1989 +21.63% +21.58%
1988 +16.09% +16.90%
1987 +2.36% −10.29%
1986 +15.75% +12.68%
1985 +25.84%
1984 −2.52%

Drawdowns

Wed 1986-07-16? to Tue 2025-07-08 Current
Drawdown
Worst
Drawdown
VWELX
×
−0.70% −36.12%
2009-03-09
Vanguard Wellington Fund Investor Shares Mutual Fund
PRWCX
×
−0.41% −41.77%
2008-11-20
T. Rowe Price Capital Appreciation Fund Mutual Fund