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

Total Real Returns

VWINX: Total Return Chart (with Dividends Reinvested)

VWINX total return snapshot: VWINX returned +8.12% over the past year and +3.63% YTD, with dividends reinvested. Since Dec. 26, 1979, VWINX is up +6,166.63% in nominal total return, or +9.29%/yr, and is currently −0.23% below its total-return high on Jul. 6, 2026.

Data ending Mon Jul. 27, 2026

Growth of $10,000

Wed 1979-12-26💬 to Mon 2026-07-27 Overall
Return
Exponential
Trendline
VWINX
×
+6,166.63%
+9.29%/yr
+8.99%/yr
R2=0.971
Vanguard Wellesley Income Fund Mutual Fund

Growth of $10,000 Summary

Wed 1979-12-26💬 to Mon 2026-07-27 Start
Value
End
Value
VWINX
×
$10,000.00
1979-12-26
$626,663.44
2026-07-27

This Year’s Performance

through 2026-07-27

  YTD YoY
VWINX
×
+3.63% +8.12%

Drawdowns

  Current
Drawdown
Worst
Drawdown
VWINX
×
−0.23%
on 2026-07-27
from 2026-07-06 peak
−21.72%
on 2009-03-09
from 2007-10-29 peak

Rolling Returns

Period ending Mon 2026-07-27 1 yr 2 yr 3 yr 5 yr 10 yr
VWINX
×
+8.12% +16.60%
+7.98%/yr
+26.30%
+8.09%/yr
+20.86%
+3.86%/yr
+73.04%
+5.64%/yr

Annual Returns

Year VWINX
2026 (YTD) +3.63%
2025 +10.98%
2024 +5.86%
2023 +7.05%
2022 −9.09%
2021 +8.48%
2020 +8.44%
2019 +16.39%
2018 −2.54%
2017 +10.16%
2016 +8.09%
2015 +1.29%
2014 +8.08%
2013 +9.19%
2012 +10.06%
2011 +9.64%
2010 +10.66%
2009 +16.07%
2008 −9.78%
2007 +5.65%
2006 +11.24%
2005 +1.67%
2004 +7.57%
2003 +9.66%
2002 +4.63%
2001 +7.36%
2000 +16.37%
1999 −2.30%
1998 +12.20%
1997 +20.17%
1996 +9.42%
1995 +28.90%
1994 −4.43%
1993 +14.70%
1992 +11.02%
1991 +21.51%
1990 +3.31%
1989 +19.17%
1988 +13.62%
1987 −4.42%
1986 +15.11%
1985 +26.63%
1984 +16.65%
1983 +18.60%
1982 +23.31%
1981 +8.62%
1980 +11.93%
1979 −2.66%