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 Wed 2025-06-11 YTD
Return
TRR
Price
VWELX
×
+2.07%
2025-06-11
16.14 TRR
2025-06-11
Vanguard Wellington Fund Investor Shares Mutual Fund

Returns

Mon 1984-11-05? to Wed 2025-06-11 Overall
Return
Exponential
Trendline
VWELX
×
+1,514.21%
+7.09%/yr
+6.77%/yr
(R2=0.974)
Vanguard Wellington Fund Investor Shares Mutual Fund

Growth of $10,000

Mon 1984-11-05? to Wed 2025-06-11 Start
Value
End
Value
VWELX
×
$10,000.00
1984-11-05
$161,420.77
2025-06-11
Vanguard Wellington Fund Investor Shares Mutual Fund

Annual Returns

Year VWELX
2025 (YTD) +2.07%
2024 +11.51%
2023 +10.60%
2022 −19.56%
2021 +11.18%
2020 +9.09%
2019 +19.75%
2018 −5.22%
2017 +12.33%
2016 +8.76%
2015 −0.15%
2014 +8.99%
2013 +17.90%
2012 +10.64%
2011 +0.88%
2010 +9.33%
2009 +18.97%
2008 −22.35%
2007 +4.05%
2006 +12.13%
2005 +3.28%
2004 +7.72%
2003 +18.46%
2002 −9.02%
2001 +2.55%
2000 +7.27%
1999 +2.19%
1998 +11.39%
1997 +21.19%
1996 +12.37%
1995 +29.64%
1994 −3.07%
1993 +10.64%
1992 +4.89%
1991 +20.00%
1990 −8.42%
1989 +16.23%
1988 +11.18%
1987 −1.99%
1986 +14.48%
1985 +21.26%
1984 −2.51%

Drawdowns

Mon 1984-11-05? to Wed 2025-06-11 Current
Drawdown
Worst
Drawdown
VWELX
×
−0.65% −37.24%
2009-03-09
Vanguard Wellington Fund Investor Shares Mutual Fund