All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

VWELX,PRWCX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 1986-07-16? to Wed 2025-05-21 YTD
Return
TRR
Price
VWELX
×
−0.53%
2025-05-21
6.593 TRR
2025-05-21
Vanguard Wellington Fund Investor Shares Mutual Fund
PRWCX
×
+0.43%
2025-05-21
22.36 TRR
2025-05-21
T. Rowe Price Capital Appreciation Fund Mutual Fund

Returns

Wed 1986-07-16? to Wed 2025-05-21 Overall
Return
Exponential
Trendline
VWELX
×
+399.19%
+4.23%/yr
+4.62%/yr
(R2=0.913)
Vanguard Wellington Fund Investor Shares Mutual Fund
PRWCX
×
+2,135.63%
+8.33%/yr
+8.19%/yr
(R2=0.988)
T. Rowe Price Capital Appreciation Fund Mutual Fund

Growth of $10,000

Wed 1986-07-16? to Wed 2025-05-21 Start
Value
End
Value
VWELX
×
$10,000.00
1986-07-16
$49,918.96
2025-05-21
Vanguard Wellington Fund Investor Shares Mutual Fund
PRWCX
×
$10,000.00
1986-07-16
$223,562.86
2025-05-21
T. Rowe Price Capital Appreciation Fund Mutual Fund

Annual Returns

Year VWELX PRWCX
2025 (YTD) −0.53% +0.43%
2024 +2.87% +9.37%
2023 +10.60% +14.99%
2022 −24.07% −17.35%
2021 +3.98% +10.68%
2020 +3.19% +16.55%
2019 +17.28% +21.84%
2018 −10.98% −1.28%
2017 +8.00% +12.98%
2016 +6.77% +5.97%
2015 −3.79% +4.70%
2014 +4.99% +11.23%
2013 +13.32% +20.63%
2012 +9.20% +12.76%
2011 +0.88% +0.17%
2010 +9.29% +12.41%
2009 +19.00% +29.54%
2008 −22.35% −27.22%
2007 −0.26% +0.46%
2006 +7.48% +11.75%
2005 +0.07% +3.33%
2004 +4.52% +11.68%
2003 +18.51% +23.16%
2002 −9.07% −1.81%
2001 −1.52% +8.58%
2000 +8.41% +18.13%
1999 +3.55% +4.33%
1998 +13.13% +4.17%
1997 +14.98% +14.34%
1996 +7.80% +13.09%
1995 +28.17% +19.58%
1994 −3.20% +1.04%
1993 +12.32% +12.57%
1992 +4.00% +6.28%
1991 +18.49% +18.08%
1990 −8.44% −6.95%
1989 +12.38% +20.59%
1988 +7.30% +15.29%
1987 −2.90% −1.53%
1986 +14.48% +11.62%
1985 +21.25%
1984 −2.52%

Drawdowns

Wed 1986-07-16? to Wed 2025-05-21 Current
Drawdown
Worst
Drawdown
VWELX
×
−19.78% −39.84%
2009-03-09
Vanguard Wellington Fund Investor Shares Mutual Fund
PRWCX
×
−2.48% −43.27%
2008-11-20
T. Rowe Price Capital Appreciation Fund Mutual Fund