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)

Wed 1979-12-26? to Mon 2026-04-27 YTD
Return
TRR
Price
VWELX
×
+1.23%
2026-04-27
38.03 TRR
2026-04-27
Vanguard Wellington Fund Investor Shares Mutual Fund

Returns

Wed 1979-12-26? to Mon 2026-04-27 Overall
Return
Exponential
Trendline
VWELX
×
+3,703.14%
+8.17%/yr
+8.23%/yr
(R2=0.972)
Vanguard Wellington Fund Investor Shares Mutual Fund

Growth of $10,000

Wed 1979-12-26? to Mon 2026-04-27 Start
Value
End
Value
VWELX
×
$10,000.00
1979-12-26
$380,314.31
2026-04-27
Vanguard Wellington Fund Investor Shares Mutual Fund

Annual Returns

Year VWELX
2026 (YTD) +1.23%
2025 +13.52%
2024 +11.51%
2023 +10.57%
2022 −19.56%
2021 +11.19%
2020 +9.08%
2019 +19.77%
2018 −5.25%
2017 +12.38%
2016 +8.76%
2015 −0.21%
2014 +9.03%
2013 +17.92%
2012 +10.66%
2011 +0.84%
2010 +9.33%
2009 +18.94%
2008 −22.36%
2007 +4.08%
2006 +12.17%
2005 +3.27%
2004 +7.67%
2003 +18.55%
2002 −9.11%
2001 +2.60%
2000 +7.24%
1999 +29.58%
1998 +11.43%
1997 +21.16%
1996 +12.38%
1995 +29.62%
1994 −3.05%
1993 +10.34%
1992 +8.84%
1991 +18.45%
1990 −8.42%
1989 +20.38%
1988 +15.34%
1987 −1.03%
1986 +14.52%
1985 +21.18%
1984 +2.39%
1983 +15.02%
1982 +19.95%
1981 −5.48%
1980 +8.68%
1979 +0.08%

Drawdowns

Wed 1979-12-26? to Mon 2026-04-27 Current
Drawdown
Worst
Drawdown
VWELX
×
0.00% −37.24%
2009-03-09
Vanguard Wellington Fund Investor Shares Mutual Fund