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)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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