All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
VWIAX total return snapshot: VWIAX returned +4.18% over the past year and +1.95% YTD, with dividends reinvested. Since May 14, 2001, VWIAX is up +396.07% in nominal total return, or +6.50%/yr, and is currently −3.09% below its total-return high on Aug. 13, 2026.
Data ending Mon Oct. 12, 2026
| Mon 2001-05-14💬 to Mon 2026-10-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWIAX × |
+396.07%
+6.50%/yr |
+6.82%/yr
R2=0.985 |
||||
| Vanguard Wellesley Income Fund Admiral Shares Mutual Fund | ||||||
| Mon 2001-05-14💬 to Mon 2026-10-12 |
Start
Value |
End
Value |
|---|---|---|
| VWIAX × |
$10,000.00
2001-05-14 |
$49,607.30
2026-10-12 |
| YTD | YoY | |
|---|---|---|
| VWIAX × | +1.95% | +4.18% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VWIAX × |
−3.09%
on 2026-10-12 from 2026-08-13 peak |
−21.64%
on 2009-03-09 from 2007-10-29 peak |
| Period ending Mon 2026-10-12 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VWIAX × | +4.18% |
+10.97% +5.34%/yr |
+30.42% +9.26%/yr |
+19.97% +3.71%/yr |
+73.19% +5.65%/yr |
| Year | VWIAX |
|---|---|
| 2026 (YTD) | +1.95% |
| 2025 | +11.09% |
| 2024 | +5.92% |
| 2023 | +7.13% |
| 2022 | −9.04% |
| 2021 | +8.55% |
| 2020 | +8.52% |
| 2019 | +16.47% |
| 2018 | −2.49% |
| 2017 | +10.26% |
| 2016 | +8.16% |
| 2015 | +1.36% |
| 2014 | +8.16% |
| 2013 | +9.28% |
| 2012 | +10.10% |
| 2011 | +9.76% |
| 2010 | +10.72% |
| 2009 | +16.18% |
| 2008 | −9.73% |
| 2007 | +5.75% |
| 2006 | +11.58% |
| 2005 | +3.55% |
| 2004 | +9.58% |
| 2003 | +9.78% |
| 2002 | +4.70% |
| 2001 | +2.79% |
