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 Fri 2025-08-01 YTD
Return
TRR
Price
VWELX
×
+4.98%
2025-08-01
6.885 TRR
2025-08-01
Vanguard Wellington Fund Investor Shares Mutual Fund

Returns

Mon 1984-11-05? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
VWELX
×
+588.54%
+4.85%/yr
+4.74%/yr
(R2=0.917)
Vanguard Wellington Fund Investor Shares Mutual Fund

Growth of $10,000

Mon 1984-11-05? to Fri 2025-08-01 Start
Value
End
Value
VWELX
×
$10,000.00
1984-11-05
$68,853.95
2025-08-01
Vanguard Wellington Fund Investor Shares Mutual Fund

Annual Returns

Year VWELX
2025 (YTD) +4.98%
2024 +2.87%
2023 +10.60%
2022 −24.07%
2021 +3.98%
2020 +3.18%
2019 +17.29%
2018 −10.99%
2017 +8.02%
2016 +6.76%
2015 −3.79%
2014 +5.02%
2013 +13.28%
2012 +9.23%
2011 +0.88%
2010 +9.29%
2009 +19.03%
2008 −22.37%
2007 −0.26%
2006 +7.48%
2005 +0.07%
2004 +4.52%
2003 +18.49%
2002 −9.06%
2001 −1.48%
2000 +7.23%
1999 +3.55%
1998 +13.12%
1997 +14.98%
1996 +7.83%
1995 +28.17%
1994 −3.24%
1993 +12.35%
1992 +4.05%
1991 +18.41%
1990 −8.45%
1989 +12.39%
1988 +7.31%
1987 −2.91%
1986 +14.48%
1985 +21.25%
1984 −2.51%

Drawdowns

Mon 1984-11-05? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
VWELX
×
−15.34% −39.85%
2009-03-09
Vanguard Wellington Fund Investor Shares Mutual Fund