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 2025-05-21 YTD
Return
TRR
Price
VWELX
×
−0.53%
2025-05-21
6.593 TRR
2025-05-21
Vanguard Wellington Fund Investor Shares Mutual Fund

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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