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

Total Real Returns

VWELX,VFINX,VTSAX,FPURX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Mon 2000-11-13💬 to Fri 2026-05-29 YTD
Return 		1 Year
Return
VWELX × 		+3.68%
2026-05-29 		+16.89%
2026-05-29
Vanguard Wellington Fund Investor Shares Mutual Fund
VFINX × 		+7.88%
2026-05-29 		+24.71%
2026-05-29
Vanguard 500 Index Fund Investor Shares Mutual Fund
VTSAX × 		+8.11%
2026-05-29 		+24.93%
2026-05-29
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund
FPURX × 		+6.30%
2026-05-29 		+19.10%
2026-05-29
Fidelity Puritan Fund Mutual Fund

Returns

Mon 2000-11-13💬 to Fri 2026-05-29 Overall
Return 		Exponential
Trendline
VWELX × 		+330.01%
+5.88%/yr 		+5.91%/yr
(R2=0.956)
Vanguard Wellington Fund Investor Shares Mutual Fund
VFINX × 		+356.98%
+6.13%/yr 		+7.32%/yr
(R2=0.865)
Vanguard 500 Index Fund Investor Shares Mutual Fund
VTSAX × 		+391.25%
+6.43%/yr 		+7.57%/yr
(R2=0.891)
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund
FPURX × 		+451.14%
+6.91%/yr 		+7.53%/yr
(R2=0.976)
Fidelity Puritan Fund Mutual Fund

Growth of $10,000

Mon 2000-11-13💬 to Fri 2026-05-29 Start
Value 		End
Value
VWELX × 		$10,000.00
2000-11-13 		$43,000.78
2026-05-29
Vanguard Wellington Fund Investor Shares Mutual Fund
VFINX × 		$10,000.00
2000-11-13 		$45,697.90
2026-05-29
Vanguard 500 Index Fund Investor Shares Mutual Fund
VTSAX × 		$10,000.00
2000-11-13 		$49,125.22
2026-05-29
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund
FPURX × 		$10,000.00
2000-11-13 		$55,114.42
2026-05-29
Fidelity Puritan Fund Mutual Fund

Annual Returns

Year VWELX VFINX VTSAX FPURX
2026 (YTD) +3.68% +7.88% +8.11% +6.30%
2025 +13.51% +14.65% +14.07% +9.30%
2024 +11.52% +21.34% +20.28% +15.61%
2023 +10.59% +22.03% +21.91% +16.30%
2022 −19.56% −23.21% −24.41% −22.37%
2021 +11.17% +20.08% +17.45% +11.10%
2020 +9.08% +17.14% +19.36% +18.96%
2019 +19.78% +28.40% +27.87% +18.56%
2018 −5.24% −6.33% −6.96% −5.97%
2017 +12.35% +19.14% +18.66% +16.30%
2016 +8.77% +9.56% +10.38% +2.91%
2015 −0.18% +0.50% −0.36% +1.38%
2014 +9.01% +12.67% +11.71% +10.48%
2013 +17.92% +30.21% +31.54% +19.17%
2012 +10.64% +13.85% +14.40% +11.89%
2011 +0.87% −0.98% −1.83% −2.22%
2010 +9.30% +13.22% +15.52% +12.37%
2009 +19.00% +23.17% +25.40% +23.36%
2008 −22.37% −37.08% −37.05% −5.00%
2007 +4.08% +1.25% +1.41% +2.51%
2006 +12.14% +12.80% +12.79% +12.13%
2005 +3.28% +1.30% +2.57% +1.29%
2004 +7.67% +7.25% +9.80% +5.95%
2003 +18.52% +26.13% +28.99% +19.99%
2002 −9.07% −23.98% −22.80% −10.01%
2001 +2.59% −13.38% −12.26% −2.47%
2000 +7.25% −12.04% −2.53% +4.53%
1999 +29.55% +17.92% — +0.46%
1998 +11.42% +26.58% — +15.70%
1997 +21.17% +30.95% — +20.59%
1996 +12.38% +18.92% — +12.65%
1995 +29.63% +34.04% — +19.27%
1994 −3.06% −1.46% — −0.62%
1993 +10.35% +7.21% — +19.03%
1992 +8.85% +5.19% — +11.42%
1991 +18.44% +28.13% — +20.77%
1990 −8.42% −8.35% — −11.76%
1989 +20.39% +22.68% — +14.47%
1988 +15.35% +10.06% — +13.73%
1987 −1.06% −0.44% — −5.25%
1986 +14.56% +8.11% — −0.53%
1985 +21.18% +18.12% — —
1984 +2.39% −0.27% — —
1983 +15.02% +12.80% — —
1982 +19.91% +14.85% — —
1981 −5.46% −16.04% — —
1980 +8.72% +13.66% — —
1979 +0.05% −2.23% — —

Drawdowns

Mon 2000-11-13💬 to Fri 2026-05-29 Current
Drawdown 		Worst
Drawdown
VWELX × 		−0.01%
from 2026-05-28 peak 		−37.24%
2009-03-09
from 2007-10-09 peak
Vanguard Wellington Fund Investor Shares Mutual Fund
VFINX × 		— −56.04%
2009-03-09
from 2007-10-09 peak
Vanguard 500 Index Fund Investor Shares Mutual Fund
VTSAX × 		— −56.12%
2009-03-09
from 2007-10-09 peak
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund
FPURX × 		−0.08%
from 2026-05-28 peak 		−29.14%
2009-03-09
from 2008-09-19 peak
Fidelity Puritan Fund Mutual Fund

Rolling Returns

Period ending Fri 2026-05-29 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
VWELX × 		+16.89% +27.26%
+12.82%/yr 		+42.17%
+12.41%/yr 		+23.26%
+4.27%/yr 		+91.13%
+6.69%/yr
Vanguard Wellington Fund Investor Shares Mutual Fund
VFINX × 		+24.71% +38.43%
+17.67%/yr 		+70.18%
+19.33%/yr 		+54.92%
+9.15%/yr 		+204.29%
+11.77%/yr
Vanguard 500 Index Fund Investor Shares Mutual Fund
VTSAX × 		+24.93% +38.28%
+17.61%/yr 		+69.35%
+19.13%/yr 		+47.52%
+8.08%/yr 		+193.08%
+11.35%/yr
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund
FPURX × 		+19.10% +25.11%
+11.86%/yr 		+47.78%
+13.86%/yr 		+26.75%
+4.85%/yr 		+114.44%
+7.92%/yr
Fidelity Puritan Fund Mutual Fund