All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Mon 1984-11-05? to Wed 2025-05-21 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VWELX × |
−0.53%
2025-05-21 |
6.593 TRR
2025-05-21 |
||||
Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
Mon 1984-11-05? to Wed 2025-05-21 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VWELX × |
+559.33%
+4.76%/yr |
+4.80%/yr
(R2=0.919) |
||||
Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
Mon 1984-11-05? to Wed 2025-05-21 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VWELX × |
$10,000.00
1984-11-05 |
$65,932.72
2025-05-21 |
||||
Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
Year | VWELX |
---|---|
2025 (YTD) | −0.53% |
2024 | +2.87% |
2023 | +10.60% |
2022 | −24.07% |
2021 | +3.98% |
2020 | +3.19% |
2019 | +17.28% |
2018 | −10.98% |
2017 | +8.00% |
2016 | +6.77% |
2015 | −3.79% |
2014 | +4.99% |
2013 | +13.32% |
2012 | +9.20% |
2011 | +0.88% |
2010 | +9.29% |
2009 | +19.00% |
2008 | −22.35% |
2007 | −0.26% |
2006 | +7.48% |
2005 | +0.07% |
2004 | +4.52% |
2003 | +18.51% |
2002 | −9.07% |
2001 | −1.52% |
2000 | +8.41% |
1999 | +3.55% |
1998 | +13.13% |
1997 | +14.98% |
1996 | +7.80% |
1995 | +28.17% |
1994 | −3.20% |
1993 | +12.32% |
1992 | +4.00% |
1991 | +18.49% |
1990 | −8.44% |
1989 | +12.38% |
1988 | +7.30% |
1987 | −2.90% |
1986 | +14.48% |
1985 | +21.25% |
1984 | −2.52% |
Mon 1984-11-05? to Wed 2025-05-21 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VWELX × | −19.78% |
−39.84%
2009-03-09 |
||||
Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||