All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Mon 1984-11-05? to Mon 2025-04-28 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VWELX × |
−3.45%
2025-04-28 |
6.399 TRR
2025-04-28 |
||||
Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
Mon 1984-11-05? to Mon 2025-04-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VWELX × |
+539.89%
+4.69%/yr |
+4.81%/yr
(R2=0.919) |
||||
Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
Mon 1984-11-05? to Mon 2025-04-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VWELX × |
$10,000.00
1984-11-05 |
$63,988.96
2025-04-28 |
||||
Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
Year | VWELX |
---|---|
2025 (YTD) | −3.45% |
2024 | +2.86% |
2023 | +10.61% |
2022 | −24.08% |
2021 | +3.97% |
2020 | +3.19% |
2019 | +17.27% |
2018 | −10.99% |
2017 | +8.03% |
2016 | +6.76% |
2015 | −3.80% |
2014 | +5.01% |
2013 | +13.29% |
2012 | +9.23% |
2011 | +0.88% |
2010 | +9.32% |
2009 | +18.96% |
2008 | −22.35% |
2007 | −0.26% |
2006 | +7.47% |
2005 | +0.07% |
2004 | +4.53% |
2003 | +18.52% |
2002 | −9.09% |
2001 | −1.49% |
2000 | +8.39% |
1999 | +3.56% |
1998 | +13.11% |
1997 | +14.95% |
1996 | +7.88% |
1995 | +28.08% |
1994 | −3.21% |
1993 | +12.35% |
1992 | +4.01% |
1991 | +18.49% |
1990 | −8.41% |
1989 | +12.34% |
1988 | +7.31% |
1987 | −2.91% |
1986 | +14.49% |
1985 | +21.25% |
1984 | −2.53% |
Mon 1984-11-05? to Mon 2025-04-28 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VWELX × | −22.14% |
−39.83%
2009-03-09 |
||||
Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||