All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 1986-07-16? to Mon 2025-07-14 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VWELX × |
+4.36%
2025-07-14 |
16.57 TRR
2025-07-14 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| PRWCX × |
+4.55%
2025-07-14 |
19 TRR
2025-07-14 |
||||
| T. Rowe Price Capital Appreciation Fund Mutual Fund | ||||||
| Wed 1986-07-16? to Mon 2025-07-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWELX × |
+1,154.49%
+6.70%/yr |
+6.65%/yr
(R2=0.973) |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| PRWCX × |
+1,799.95%
+7.84%/yr |
+8.03%/yr
(R2=0.987) |
||||
| T. Rowe Price Capital Appreciation Fund Mutual Fund | ||||||
| Wed 1986-07-16? to Mon 2025-07-14 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VWELX × |
$10,000.00
1986-07-16 |
$125,449.02
2025-07-14 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| PRWCX × |
$10,000.00
1986-07-16 |
$189,994.87
2025-07-14 |
||||
| T. Rowe Price Capital Appreciation Fund Mutual Fund | ||||||
| Year | VWELX | PRWCX |
|---|---|---|
| 2025 (YTD) | +4.36% | +4.55% |
| 2024 | +11.51% | +9.35% |
| 2023 | +10.59% | +15.02% |
| 2022 | −19.56% | −17.35% |
| 2021 | +11.18% | +10.65% |
| 2020 | +9.08% | +16.54% |
| 2019 | +19.75% | +21.81% |
| 2018 | −5.23% | −1.23% |
| 2017 | +12.36% | +12.96% |
| 2016 | +8.78% | +6.00% |
| 2015 | −0.19% | +4.68% |
| 2014 | +9.01% | +11.24% |
| 2013 | +17.89% | +20.60% |
| 2012 | +10.66% | +12.78% |
| 2011 | +0.88% | +0.17% |
| 2010 | +9.28% | +12.45% |
| 2009 | +19.01% | +29.50% |
| 2008 | −22.38% | −27.24% |
| 2007 | +4.12% | +0.55% |
| 2006 | +12.09% | +11.69% |
| 2005 | +3.29% | +3.33% |
| 2004 | +7.74% | +11.68% |
| 2003 | +18.51% | +23.16% |
| 2002 | −9.11% | −1.81% |
| 2001 | +2.64% | +8.58% |
| 2000 | +7.20% | +18.13% |
| 1999 | +2.19% | +4.33% |
| 1998 | +11.41% | +4.16% |
| 1997 | +21.19% | +14.33% |
| 1996 | +12.38% | +13.10% |
| 1995 | +29.62% | +19.57% |
| 1994 | −3.06% | +1.06% |
| 1993 | +10.64% | +12.57% |
| 1992 | +4.88% | +6.25% |
| 1991 | +20.02% | +18.07% |
| 1990 | −8.43% | −6.91% |
| 1989 | +16.24% | +16.15% |
| 1988 | +11.17% | +11.99% |
| 1987 | −1.97% | −14.11% |
| 1986 | +14.48% | +11.65% |
| 1985 | +21.23% | — |
| 1984 | −2.52% | — |
| Wed 1986-07-16? to Mon 2025-07-14 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VWELX × | −0.18% |
−37.22%
2009-03-09 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| PRWCX × | −0.27% |
−43.28%
2008-11-20 |
||||
| T. Rowe Price Capital Appreciation Fund Mutual Fund | ||||||