All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Mon 1984-11-05? to Fri 2025-08-22 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VWELX × |
+7.30%
2025-08-22 |
7.036 TRR
2025-08-22 |
||||
Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
Mon 1984-11-05? to Fri 2025-08-22 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VWELX × |
+603.63%
+4.90%/yr |
+4.73%/yr
(R2=0.917) |
||||
Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
Mon 1984-11-05? to Fri 2025-08-22 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VWELX × |
$10,000.00
1984-11-05 |
$70,362.54
2025-08-22 |
||||
Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
Year | VWELX |
---|---|
2025 (YTD) | +7.30% |
2024 | +2.87% |
2023 | +10.59% |
2022 | −24.07% |
2021 | +3.97% |
2020 | +3.20% |
2019 | +17.25% |
2018 | −10.97% |
2017 | +8.02% |
2016 | +6.76% |
2015 | −3.78% |
2014 | +5.01% |
2013 | +13.26% |
2012 | +9.22% |
2011 | +0.87% |
2010 | +9.32% |
2009 | +19.01% |
2008 | −22.38% |
2007 | −0.26% |
2006 | +7.47% |
2005 | +0.11% |
2004 | +4.51% |
2003 | +18.48% |
2002 | −9.05% |
2001 | −1.48% |
2000 | +7.23% |
1999 | +3.55% |
1998 | +13.11% |
1997 | +14.96% |
1996 | +7.82% |
1995 | +28.23% |
1994 | −3.24% |
1993 | +12.34% |
1992 | +4.05% |
1991 | +18.41% |
1990 | −8.38% |
1989 | +12.30% |
1988 | +7.30% |
1987 | −2.91% |
1986 | +14.49% |
1985 | +21.25% |
1984 | −2.52% |
Mon 1984-11-05? to Fri 2025-08-22 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VWELX × | −13.47% |
−39.84%
2009-03-09 |
||||
Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||