All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
VWELX real return snapshot: after CPI-U inflation, VWELX returned +11.39% over the past year and +2.66% YTD, with dividends reinvested. Since Dec. 26, 1979, VWELX is up +3,756.97% in real purchasing-power return, or +8.16%/yr, and is currently −0.90% below its real total-return high on Jun. 2, 2026.
Data ending Thu Jul. 16, 2026
| Wed 1979-12-26💬 to Thu 2026-07-16 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| VWELX × |
+2.66%
2026-07-16 |
+11.39%
2026-07-16 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Wed 1979-12-26💬 to Thu 2026-07-16 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWELX × |
+3,756.97%
+8.16%/yr |
+8.21%/yr
(R2=0.973) |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Wed 1979-12-26💬 to Thu 2026-07-16 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VWELX × |
$10,000.00
1979-12-26 |
$385,697.03
2026-07-16 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Year | VWELX |
|---|---|
| 2026 (YTD) | +2.66% |
| 2025 | +13.51% |
| 2024 | +11.52% |
| 2023 | +10.59% |
| 2022 | −19.56% |
| 2021 | +11.17% |
| 2020 | +9.08% |
| 2019 | +19.78% |
| 2018 | −5.24% |
| 2017 | +12.35% |
| 2016 | +8.77% |
| 2015 | −0.18% |
| 2014 | +9.01% |
| 2013 | +17.92% |
| 2012 | +10.64% |
| 2011 | +0.87% |
| 2010 | +9.30% |
| 2009 | +19.00% |
| 2008 | −22.37% |
| 2007 | +4.07% |
| 2006 | +12.14% |
| 2005 | +3.28% |
| 2004 | +7.67% |
| 2003 | +18.52% |
| 2002 | −9.08% |
| 2001 | +2.59% |
| 2000 | +7.25% |
| 1999 | +29.55% |
| 1998 | +11.42% |
| 1997 | +21.17% |
| 1996 | +12.38% |
| 1995 | +29.63% |
| 1994 | −3.06% |
| 1993 | +10.63% |
| 1992 | +8.56% |
| 1991 | +18.44% |
| 1990 | −8.42% |
| 1989 | +20.39% |
| 1988 | +15.35% |
| 1987 | −1.06% |
| 1986 | +14.50% |
| 1985 | +21.24% |
| 1984 | +2.49% |
| 1983 | +14.92% |
| 1982 | +19.92% |
| 1981 | −5.47% |
| 1980 | +8.70% |
| 1979 | +0.08% |
| Wed 1979-12-26💬 to Thu 2026-07-16 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VWELX × |
−0.90%
from 2026-06-02 peak |
−37.23%
2009-03-09 from 2007-10-09 peak |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Period ending Thu 2026-07-16 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| VWELX × | +11.39% |
+19.48% +9.31%/yr |
+36.36% +10.89%/yr |
+21.17% +3.92%/yr |
+84.97% +6.34%/yr |
|
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
