All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 1979-12-26💬 to Tue 2026-06-23 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| VWINX × |
+3.23%
2026-06-23 |
+9.78%
2026-06-23 |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| VWELX × |
+5.08%
2026-06-23 |
+17.43%
2026-06-23 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Wed 1979-12-26💬 to Tue 2026-06-23 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWINX × |
+6,142.44%
+9.30%/yr |
+9.00%/yr
(R2=0.971) |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| VWELX × |
+16,607.40%
+11.64%/yr |
+11.15%/yr
(R2=0.979) |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Wed 1979-12-26💬 to Tue 2026-06-23 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VWINX × |
$10,000.00
1979-12-26 |
$624,243.89
2026-06-23 |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| VWELX × |
$10,000.00
1979-12-26 |
$1,670,740.47
2026-06-23 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Year | VWINX | VWELX |
|---|---|---|
| 2026 (YTD) | +3.23% | +5.08% |
| 2025 | +10.98% | +16.55% |
| 2024 | +5.86% | +14.73% |
| 2023 | +7.05% | +14.29% |
| 2022 | −9.09% | −14.36% |
| 2021 | +8.48% | +18.99% |
| 2020 | +8.44% | +10.57% |
| 2019 | +16.39% | +22.51% |
| 2018 | −2.54% | −3.43% |
| 2017 | +10.16% | +14.72% |
| 2016 | +8.09% | +11.02% |
| 2015 | +1.29% | +0.55% |
| 2014 | +8.08% | +9.84% |
| 2013 | +9.19% | +19.69% |
| 2012 | +10.06% | +12.56% |
| 2011 | +9.64% | +3.87% |
| 2010 | +10.66% | +10.94% |
| 2009 | +16.07% | +22.24% |
| 2008 | −9.78% | −22.30% |
| 2007 | +5.65% | +8.33% |
| 2006 | +11.24% | +14.96% |
| 2005 | +1.67% | +6.83% |
| 2004 | +7.57% | +11.18% |
| 2003 | +9.66% | +20.75% |
| 2002 | +4.63% | −6.91% |
| 2001 | +7.36% | +4.18% |
| 2000 | +16.37% | +10.89% |
| 1999 | −2.30% | +33.03% |
| 1998 | +12.20% | +13.22% |
| 1997 | +20.17% | +23.24% |
| 1996 | +9.42% | +16.11% |
| 1995 | +28.90% | +32.93% |
| 1994 | −4.43% | −0.47% |
| 1993 | +14.70% | +13.68% |
| 1992 | +11.02% | +11.71% |
| 1991 | +21.51% | +22.07% |
| 1990 | +3.31% | −2.81% |
| 1989 | +19.17% | +25.98% |
| 1988 | +13.62% | +20.44% |
| 1987 | −4.42% | +3.32% |
| 1986 | +15.11% | +15.76% |
| 1985 | +26.63% | +25.84% |
| 1984 | +16.65% | +6.54% |
| 1983 | +18.60% | +19.28% |
| 1982 | +23.31% | +24.52% |
| 1981 | +8.62% | +2.96% |
| 1980 | +11.93% | +22.30% |
| 1979 | −2.66% | +0.25% |
| Wed 1979-12-26💬 to Tue 2026-06-23 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VWINX × |
−0.51%
from 2026-06-15 peak |
−21.72%
2009-03-09 from 2007-10-29 peak |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| VWELX × |
−1.90%
from 2026-06-02 peak |
−36.12%
2009-03-09 from 2007-10-09 peak |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Period ending Tue 2026-06-23 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| VWINX × | +9.78% |
+18.32% +8.78%/yr |
+28.45% +8.70%/yr |
+22.70% +4.18%/yr |
+75.78% +5.80%/yr |
|
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| VWELX × | +17.43% |
+29.59% +13.84%/yr |
+50.89% +14.70%/yr |
+49.84% +8.42%/yr |
+159.08% +9.99%/yr |
|
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
