All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Mon 1984-11-05? to Fri 2025-08-01 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| VWINX × |
+5.67%
2025-08-01 |
36.48 TR
2025-08-01 |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| VWELX × |
+7.55%
2025-08-01 |
21.14 TR
2025-08-01 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Mon 1984-11-05? to Fri 2025-08-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWINX × |
+1,752.84%
+7.43%/yr |
+7.10%/yr
(R2=0.961) |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| VWELX × |
+2,013.91%
+7.78%/yr |
+7.39%/yr
(R2=0.957) |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Mon 1984-11-05? to Fri 2025-08-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VWINX × |
$10,000.00
1984-11-05 |
$185,283.94
2025-08-01 |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| VWELX × |
$10,000.00
1984-11-05 |
$211,391.17
2025-08-01 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Year | VWINX | VWELX |
|---|---|---|
| 2025 (YTD) | +5.67% | +7.55% |
| 2024 | +2.95% | +5.83% |
| 2023 | +8.10% | +14.29% |
| 2022 | −12.96% | −19.15% |
| 2021 | +4.73% | +11.29% |
| 2020 | +6.67% | +4.59% |
| 2019 | +15.19% | +19.95% |
| 2018 | −6.51% | −9.28% |
| 2017 | +8.91% | +10.29% |
| 2016 | +6.96% | +8.97% |
| 2015 | −1.17% | −3.08% |
| 2014 | +6.18% | +5.80% |
| 2013 | +6.25% | +14.99% |
| 2012 | +8.55% | +11.11% |
| 2011 | +9.64% | +3.87% |
| 2010 | +10.66% | +10.94% |
| 2009 | +16.02% | +22.24% |
| 2008 | −11.39% | −22.30% |
| 2007 | +4.38% | +3.83% |
| 2006 | +7.88% | +10.18% |
| 2005 | +1.63% | +3.51% |
| 2004 | +7.38% | +7.92% |
| 2003 | +9.58% | +20.75% |
| 2002 | +4.62% | −6.91% |
| 2001 | +2.82% | +0.03% |
| 2000 | +17.88% | +10.89% |
| 1999 | −0.91% | +6.33% |
| 1998 | +12.40% | +14.92% |
| 1997 | +12.56% | +16.92% |
| 1996 | +6.26% | +11.42% |
| 1995 | +27.13% | +31.41% |
| 1994 | −5.73% | −0.63% |
| 1993 | +16.40% | +15.44% |
| 1992 | +11.02% | +7.03% |
| 1991 | +21.51% | +22.08% |
| 1990 | +3.31% | −2.81% |
| 1989 | +19.16% | +17.56% |
| 1988 | +13.63% | +12.04% |
| 1987 | −4.42% | +1.40% |
| 1986 | +15.12% | +15.75% |
| 1985 | +26.63% | +25.85% |
| 1984 | +16.64% | −2.52% |
| 1983 | +18.60% | — |
| 1982 | +23.32% | — |
| 1981 | +8.62% | — |
| 1980 | +11.91% | — |
| 1979 | −2.65% | — |
| Mon 1984-11-05? to Fri 2025-08-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VWINX × | −1.07% |
−24.01%
2009-03-09 |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| VWELX × | −3.42% |
−38.77%
2009-03-09 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||