All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

VWELX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 1979-12-26? to Wed 2026-04-01 YTD
Return
TRR
Price
VWELX
×
−3.87%
2026-04-01
36.13 TRR
2026-04-01
Vanguard Wellington Fund Investor Shares Mutual Fund

Returns

Wed 1979-12-26? to Wed 2026-04-01 Overall
Return
Exponential
Trendline
VWELX
×
+3,512.88%
+8.06%/yr
+8.23%/yr
(R2=0.972)
Vanguard Wellington Fund Investor Shares Mutual Fund

Growth of $10,000

Wed 1979-12-26? to Wed 2026-04-01 Start
Value
End
Value
VWELX
×
$10,000.00
1979-12-26
$361,287.63
2026-04-01
Vanguard Wellington Fund Investor Shares Mutual Fund

Annual Returns

Year VWELX
2026 (YTD) −3.87%
2025 +13.51%
2024 +11.52%
2023 +10.59%
2022 −19.56%
2021 +11.17%
2020 +9.08%
2019 +19.80%
2018 −5.24%
2017 +12.36%
2016 +8.77%
2015 −0.21%
2014 +9.03%
2013 +17.89%
2012 +10.65%
2011 +0.91%
2010 +9.30%
2009 +19.00%
2008 −22.36%
2007 +4.06%
2006 +12.16%
2005 +3.23%
2004 +7.67%
2003 +18.56%
2002 −9.04%
2001 +2.53%
2000 +7.22%
1999 +29.60%
1998 +11.42%
1997 +21.17%
1996 +12.38%
1995 +29.62%
1994 −3.06%
1993 +10.35%
1992 +8.85%
1991 +18.45%
1990 −8.42%
1989 +20.38%
1988 +15.38%
1987 −1.08%
1986 +14.53%
1985 +21.17%
1984 +2.42%
1983 +15.05%
1982 +19.92%
1981 −5.46%
1980 +8.69%
1979 +0.08%

Drawdowns

Wed 1979-12-26? to Wed 2026-04-01 Current
Drawdown
Worst
Drawdown
VWELX
×
−4.72% −37.23%
2009-03-09
Vanguard Wellington Fund Investor Shares Mutual Fund