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

Total Real Returns

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

×
Thu 2009-12-31 to Wed 2025-05-21 YTD
Return
TR
Price
VWELX
×
+1.24%
2025-05-21
20.11 TR
2025-05-21
Vanguard Wellington Fund Investor Shares Mutual Fund
PRWCX
×
+2.22%
2025-05-21
65.6 TR
2025-05-21
T. Rowe Price Capital Appreciation Fund Mutual Fund

Returns

Thu 2009-12-31 to Wed 2025-05-21 Overall
Return
Exponential
Trendline
VWELX
×
+127.54%
+5.49%/yr
+5.21%/yr
(R2=0.894)
Vanguard Wellington Fund Investor Shares Mutual Fund
PRWCX
×
+414.56%
+11.23%/yr
+11.42%/yr
(R2=0.987)
T. Rowe Price Capital Appreciation Fund Mutual Fund

Growth of $10,000

Thu 2009-12-31 to Wed 2025-05-21 Start
Value
End
Value
VWELX
×
$10,000.00
2009-12-31
$22,754.14
2025-05-21
Vanguard Wellington Fund Investor Shares Mutual Fund
PRWCX
×
$10,000.00
2009-12-31
$51,456.16
2025-05-21
T. Rowe Price Capital Appreciation Fund Mutual Fund

Annual Returns

Year VWELX PRWCX
2025 (YTD) +1.24% +2.22%
2024 +5.83% +12.50%
2023 +14.29% +18.85%
2022 −19.16% −12.00%
2021 +11.29% +18.45%
2020 +4.59% +18.13%
2019 +19.95% +24.62%
2018 −9.28% +0.63%
2017 +10.29% +15.34%
2016 +8.97% +8.20%
2015 −3.08% +5.42%
2014 +5.80% +12.13%
2013 +15.00% +22.42%
2012 +11.11% +14.69%
2011 +3.87% +3.18%
2010 +10.94% +14.07%
2009 +22.24% +33.06%
2008 −22.30% −27.16%
2007 +3.83% +4.61%
2006 +10.18% +14.56%
2005 +3.51% +6.87%
2004 +7.92% +15.31%
2003 +20.74% +25.48%
2002 −6.91% +0.52%
2001 +0.03% +10.26%
2000 +12.08% +22.14%
1999 +6.33% +7.13%
1998 +14.92% +5.84%
1997 +16.92% +16.29%
1996 +11.43% +16.85%
1995 +31.41% +22.60%
1994 −0.63% +3.76%
1993 +15.44% +15.66%
1992 +7.03% +9.37%
1991 +22.08% +21.68%
1990 −2.81% −1.24%
1989 +17.55% +26.16%
1988 +12.04% +20.42%
1987 +1.40% +2.81%
1986 +15.74% +12.68%
1985 +25.85%
1984 −2.52%

Drawdowns

Thu 2009-12-31 to Wed 2025-05-21 Current
Drawdown
Worst
Drawdown
VWELX
×
−9.08% −25.92%
2022-10-14
Vanguard Wellington Fund Investor Shares Mutual Fund
PRWCX
×
−1.34% −26.86%
2020-03-23
T. Rowe Price Capital Appreciation Fund Mutual Fund