All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Mon 1984-11-05? to Thu 2025-07-03 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VWELX × |
+5.14%
2025-07-03 |
16.63 TRR
2025-07-03 |
||||
Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
Mon 1984-11-05? to Thu 2025-07-03 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VWELX × |
+1,562.64%
+7.16%/yr |
+6.77%/yr
(R2=0.974) |
||||
Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
Mon 1984-11-05? to Thu 2025-07-03 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VWELX × |
$10,000.00
1984-11-05 |
$166,264.18
2025-07-03 |
||||
Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
Year | VWELX |
---|---|
2025 (YTD) | +5.14% |
2024 | +11.51% |
2023 | +10.62% |
2022 | −19.58% |
2021 | +11.18% |
2020 | +9.07% |
2019 | +19.81% |
2018 | −5.24% |
2017 | +12.35% |
2016 | +8.76% |
2015 | −0.19% |
2014 | +9.03% |
2013 | +17.88% |
2012 | +10.63% |
2011 | +0.88% |
2010 | +9.31% |
2009 | +18.98% |
2008 | −22.33% |
2007 | +4.07% |
2006 | +12.12% |
2005 | +3.30% |
2004 | +7.68% |
2003 | +18.45% |
2002 | −9.06% |
2001 | +2.64% |
2000 | +7.22% |
1999 | +2.19% |
1998 | +11.45% |
1997 | +21.13% |
1996 | +12.37% |
1995 | +29.63% |
1994 | −3.06% |
1993 | +10.63% |
1992 | +4.89% |
1991 | +20.02% |
1990 | −8.41% |
1989 | +16.23% |
1988 | +11.17% |
1987 | −2.00% |
1986 | +14.48% |
1985 | +21.24% |
1984 | −2.49% |
Mon 1984-11-05? to Thu 2025-07-03 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VWELX × | 0.00% |
−37.24%
2009-03-09 |
||||
Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||