All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 1979-12-26? to Wed 2026-04-01 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VWELX × |
−3.87%
2026-04-01 |
36.13 TRR
2026-04-01 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Wed 1979-12-26? to Wed 2026-04-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWELX × |
+3,512.88%
+8.06%/yr |
+8.23%/yr
(R2=0.972) |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Wed 1979-12-26? to Wed 2026-04-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VWELX × |
$10,000.00
1979-12-26 |
$361,287.63
2026-04-01 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Year | VWELX |
|---|---|
| 2026 (YTD) | −3.87% |
| 2025 | +13.51% |
| 2024 | +11.52% |
| 2023 | +10.59% |
| 2022 | −19.56% |
| 2021 | +11.17% |
| 2020 | +9.08% |
| 2019 | +19.80% |
| 2018 | −5.24% |
| 2017 | +12.36% |
| 2016 | +8.77% |
| 2015 | −0.21% |
| 2014 | +9.03% |
| 2013 | +17.89% |
| 2012 | +10.65% |
| 2011 | +0.91% |
| 2010 | +9.30% |
| 2009 | +19.00% |
| 2008 | −22.36% |
| 2007 | +4.06% |
| 2006 | +12.16% |
| 2005 | +3.23% |
| 2004 | +7.67% |
| 2003 | +18.56% |
| 2002 | −9.04% |
| 2001 | +2.53% |
| 2000 | +7.22% |
| 1999 | +29.60% |
| 1998 | +11.42% |
| 1997 | +21.17% |
| 1996 | +12.38% |
| 1995 | +29.62% |
| 1994 | −3.06% |
| 1993 | +10.35% |
| 1992 | +8.85% |
| 1991 | +18.45% |
| 1990 | −8.42% |
| 1989 | +20.38% |
| 1988 | +15.38% |
| 1987 | −1.08% |
| 1986 | +14.53% |
| 1985 | +21.17% |
| 1984 | +2.42% |
| 1983 | +15.05% |
| 1982 | +19.92% |
| 1981 | −5.46% |
| 1980 | +8.69% |
| 1979 | +0.08% |
| Wed 1979-12-26? to Wed 2026-04-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VWELX × | −4.72% |
−37.23%
2009-03-09 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||