All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Mon 1984-11-05? to Fri 2025-06-27 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| VWINX × |
+5.06%
2025-06-27 |
57.23 TR
2025-06-27 |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| VWELX × |
+5.70%
2025-06-27 |
50.09 TR
2025-06-27 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Mon 1984-11-05? to Fri 2025-06-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWINX × |
+2,807.52%
+8.65%/yr |
+8.32%/yr
(R2=0.979) |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| VWELX × |
+4,909.46%
+10.11%/yr |
+9.48%/yr
(R2=0.983) |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Mon 1984-11-05? to Fri 2025-06-27 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VWINX × |
$10,000.00
1984-11-05 |
$290,751.91
2025-06-27 |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| VWELX × |
$10,000.00
1984-11-05 |
$500,945.81
2025-06-27 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Year | VWINX | VWELX |
|---|---|---|
| 2025 (YTD) | +5.06% | +5.70% |
| 2024 | +5.86% | +14.73% |
| 2023 | +7.05% | +14.29% |
| 2022 | −9.09% | −14.36% |
| 2021 | +8.48% | +19.00% |
| 2020 | +8.44% | +10.57% |
| 2019 | +16.39% | +22.51% |
| 2018 | −2.54% | −3.43% |
| 2017 | +10.16% | +14.72% |
| 2016 | +8.08% | +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% | +6.82% |
| 2004 | +7.57% | +11.18% |
| 2003 | +9.66% | +20.74% |
| 2002 | +4.62% | −6.91% |
| 2001 | +7.36% | +4.18% |
| 2000 | +16.36% | +10.89% |
| 1999 | −2.30% | +4.92% |
| 1998 | +12.20% | +13.22% |
| 1997 | +20.17% | +23.24% |
| 1996 | +9.42% | +16.10% |
| 1995 | +28.90% | +32.93% |
| 1994 | −4.43% | −0.47% |
| 1993 | +14.69% | +13.67% |
| 1992 | +11.02% | +7.93% |
| 1991 | +21.51% | +23.69% |
| 1990 | +3.31% | −2.81% |
| 1989 | +19.16% | +21.62% |
| 1988 | +13.63% | +16.09% |
| 1987 | −4.42% | +2.35% |
| 1986 | +15.12% | +15.75% |
| 1985 | +26.62% | +25.86% |
| 1984 | +16.65% | −2.53% |
| 1983 | +18.60% | — |
| 1982 | +23.32% | — |
| 1981 | +8.61% | — |
| 1980 | +11.92% | — |
| 1979 | −2.66% | — |
| Mon 1984-11-05? to Fri 2025-06-27 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VWINX × | −0.04% |
−21.72%
2009-03-09 |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| VWELX × | 0.00% |
−36.12%
2009-03-09 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||