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

Total Real Returns

VWELX: Total Return Chart (with Dividends Reinvested)

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×
Tue 2024-12-31 to Fri 2025-04-25?
VWELX
×
Vanguard Wellington Fund Investor Shares Mutual Fund

Returns

Tue 2024-12-31 to Fri 2025-04-25? Overall
Return
Exponential
Trendline
VWELX
×
−2.11%
−6.56%/yr
−21.54%/yr
(R2=0.525)
Vanguard Wellington Fund Investor Shares Mutual Fund

Growth of $10,000

Tue 2024-12-31 to Fri 2025-04-25? Start
Value
End
Value
VWELX
×
$10,000.00
2024-12-31
$9,788.61
2025-04-25
Vanguard Wellington Fund Investor Shares Mutual Fund

Annual Returns

Year VWELX
2025 (YTD) +3.99%
2024 +14.73%
2023 +14.29%
2022 −14.36%
2021 +19.00%
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 +6.82%
2004 +11.18%
2003 +20.74%
2002 −6.91%
2001 +4.18%
2000 +10.89%
1999 +4.92%
1998 +13.22%
1997 +23.24%
1996 +16.10%
1995 +32.93%
1994 −0.47%
1993 +13.67%
1992 +7.93%
1991 +23.69%
1990 −2.81%
1989 +21.62%
1988 +16.09%
1987 +2.35%
1986 +15.75%
1985 +25.86%
1984 −2.53%

Drawdowns

Tue 2024-12-31 to Fri 2025-04-25? Final
Drawdown
Worst
Drawdown
VWELX
×
−5.45% −11.98%
2025-04-08
Vanguard Wellington Fund Investor Shares Mutual Fund