All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
VWELX real return snapshot: after CPI-U inflation, VWELX returned +13.57% over the past year and +1.36% YTD, with dividends reinvested. Since Dec. 26, 1979, VWELX is up +3,707.61% in real purchasing-power return, or +8.15%/yr, and is currently −2.42% below its real total-return high on Jun. 2, 2026.
| Wed 1979-12-26💬 to Fri 2026-06-05 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| VWELX × |
+1.36%
2026-06-05 |
+13.57%
2026-06-05 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Wed 1979-12-26💬 to Fri 2026-06-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWELX × |
+3,707.61%
+8.15%/yr |
+8.22%/yr
(R2=0.972) |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Wed 1979-12-26💬 to Fri 2026-06-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VWELX × |
$10,000.00
1979-12-26 |
$380,761.23
2026-06-05 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Year | VWELX |
|---|---|
| 2026 (YTD) | +1.36% |
| 2025 | +13.51% |
| 2024 | +11.52% |
| 2023 | +10.59% |
| 2022 | −19.56% |
| 2021 | +11.17% |
| 2020 | +9.08% |
| 2019 | +19.78% |
| 2018 | −5.24% |
| 2017 | +12.35% |
| 2016 | +8.77% |
| 2015 | −0.18% |
| 2014 | +9.01% |
| 2013 | +17.92% |
| 2012 | +10.64% |
| 2011 | +0.87% |
| 2010 | +9.30% |
| 2009 | +19.00% |
| 2008 | −22.37% |
| 2007 | +4.08% |
| 2006 | +12.14% |
| 2005 | +3.28% |
| 2004 | +7.67% |
| 2003 | +18.52% |
| 2002 | −9.07% |
| 2001 | +2.59% |
| 2000 | +7.25% |
| 1999 | +29.55% |
| 1998 | +11.42% |
| 1997 | +21.17% |
| 1996 | +12.38% |
| 1995 | +29.63% |
| 1994 | −3.06% |
| 1993 | +10.35% |
| 1992 | +8.85% |
| 1991 | +18.44% |
| 1990 | −8.42% |
| 1989 | +20.39% |
| 1988 | +15.35% |
| 1987 | −1.06% |
| 1986 | +14.56% |
| 1985 | +21.18% |
| 1984 | +2.39% |
| 1983 | +15.02% |
| 1982 | +19.91% |
| 1981 | −5.46% |
| 1980 | +8.72% |
| 1979 | +0.05% |
| Wed 1979-12-26💬 to Fri 2026-06-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VWELX × |
−2.42%
from 2026-06-02 peak |
−37.24%
2009-03-09 from 2007-10-09 peak |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Period ending Fri 2026-06-05 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| VWELX × | +13.57% |
+22.27% +10.58%/yr |
+37.57% +11.22%/yr |
+20.17% +3.74%/yr |
+86.52% +6.43%/yr |
|
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
