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 Mon 2025-04-28 YTD
Return
TRR
Price
VWELX
×
−3.45%
2025-04-28
6.399 TRR
2025-04-28
Vanguard Wellington Fund Investor Shares Mutual Fund

Returns

Mon 1984-11-05? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
VWELX
×
+539.89%
+4.69%/yr
+4.81%/yr
(R2=0.919)
Vanguard Wellington Fund Investor Shares Mutual Fund

Growth of $10,000

Mon 1984-11-05? to Mon 2025-04-28 Start
Value
End
Value
VWELX
×
$10,000.00
1984-11-05
$63,988.96
2025-04-28
Vanguard Wellington Fund Investor Shares Mutual Fund

Annual Returns

Year VWELX
2025 (YTD) −3.45%
2024 +2.86%
2023 +10.61%
2022 −24.08%
2021 +3.97%
2020 +3.19%
2019 +17.27%
2018 −10.99%
2017 +8.03%
2016 +6.76%
2015 −3.80%
2014 +5.01%
2013 +13.29%
2012 +9.23%
2011 +0.88%
2010 +9.32%
2009 +18.96%
2008 −22.35%
2007 −0.26%
2006 +7.47%
2005 +0.07%
2004 +4.53%
2003 +18.52%
2002 −9.09%
2001 −1.49%
2000 +8.39%
1999 +3.56%
1998 +13.11%
1997 +14.95%
1996 +7.88%
1995 +28.08%
1994 −3.21%
1993 +12.35%
1992 +4.01%
1991 +18.49%
1990 −8.41%
1989 +12.34%
1988 +7.31%
1987 −2.91%
1986 +14.49%
1985 +21.25%
1984 −2.53%

Drawdowns

Mon 1984-11-05? to Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
VWELX
×
−22.14% −39.83%
2009-03-09
Vanguard Wellington Fund Investor Shares Mutual Fund