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)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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