All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
VWIAX total return snapshot: VWIAX returned +7.43% over the past year and +3.99% YTD, with dividends reinvested. Since May 14, 2001, VWIAX is up +406.02% in nominal total return, or +6.62%/yr, and is currently −1.15% below its total-return high on Aug. 13, 2026.
Data ending Wed Sep. 2, 2026
| Mon 2001-05-14💬 to Wed 2026-09-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWIAX × |
+406.02%
+6.62%/yr |
+6.83%/yr
R2=0.985 |
||||
| Vanguard Wellesley Income Fund Admiral Shares Mutual Fund | ||||||
| Mon 2001-05-14💬 to Wed 2026-09-02 |
Start
Value |
End
Value |
|---|---|---|
| VWIAX × |
$10,000.00
2001-05-14 |
$50,602.18
2026-09-02 |
| YTD | YoY | |
|---|---|---|
| VWIAX × | +3.99% | +7.43% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VWIAX × |
−1.15%
on 2026-09-02 from 2026-08-13 peak |
−21.64%
on 2009-03-09 from 2007-10-29 peak |
| Period ending Wed 2026-09-02 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VWIAX × | +7.43% |
+14.16% +6.85%/yr |
+28.47% +8.71%/yr |
+20.07% +3.73%/yr |
+73.99% +5.69%/yr |
| Year | VWIAX |
|---|---|
| 2026 (YTD) | +3.99% |
| 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 | +9.27% |
| 2012 | +10.10% |
| 2011 | +9.76% |
| 2010 | +10.72% |
| 2009 | +16.18% |
| 2008 | −9.73% |
| 2007 | +5.75% |
| 2006 | +11.58% |
| 2005 | +3.56% |
| 2004 | +9.58% |
| 2003 | +9.78% |
| 2002 | +4.70% |
| 2001 | +2.79% |
