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 Thu 2026-04-02 YTD
Return
TRR
Price
VWELX
×
−3.67%
2026-04-02
36.17 TRR
2026-04-02
Vanguard Wellington Fund Investor Shares Mutual Fund
VFINX
×
−4.60%
2026-04-02
30.54 TRR
2026-04-02
Vanguard 500 Index Fund Investor Shares Mutual Fund
VTSAX
×
−4.46%
2026-04-02
4.342 TRR
2026-04-02
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund
FPURX
×
−1.86%
2026-04-02
16.74 TRR
2026-04-02
Fidelity Puritan Fund Mutual Fund

Returns

Mon 2000-11-13? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
VWELX
×
+299.45%
+5.61%/yr
+5.90%/yr
(R2=0.955)
Vanguard Wellington Fund Investor Shares Mutual Fund
VFINX
×
+304.08%
+5.66%/yr
+7.28%/yr
(R2=0.863)
Vanguard 500 Index Fund Investor Shares Mutual Fund
VTSAX
×
+334.19%
+5.96%/yr
+7.54%/yr
(R2=0.889)
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund
FPURX
×
+408.76%
+6.62%/yr
+7.52%/yr
(R2=0.975)
Fidelity Puritan Fund Mutual Fund

Growth of $10,000

Mon 2000-11-13? to Thu 2026-04-02 Start
Value
End
Value
VWELX
×
$10,000.00
2000-11-13
$39,944.65
2026-04-02
Vanguard Wellington Fund Investor Shares Mutual Fund
VFINX
×
$10,000.00
2000-11-13
$40,408.30
2026-04-02
Vanguard 500 Index Fund Investor Shares Mutual Fund
VTSAX
×
$10,000.00
2000-11-13
$43,418.73
2026-04-02
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund
FPURX
×
$10,000.00
2000-11-13
$50,876.16
2026-04-02
Fidelity Puritan Fund Mutual Fund

Annual Returns

Year VWELX VFINX VTSAX FPURX
2026 (YTD) −3.67% −4.60% −4.46% −1.86%
2025 +13.51% +14.65% +14.07% +9.30%
2024 +11.52% +21.34% +20.28% +15.60%
2023 +10.59% +22.03% +21.91% +16.29%
2022 −19.56% −23.21% −24.41% −22.36%
2021 +11.17% +20.08% +17.44% +11.07%
2020 +9.08% +17.14% +19.36% +19.01%
2019 +19.80% +28.40% +27.87% +18.53%
2018 −5.24% −6.33% −6.95% −6.00%
2017 +12.32% +19.14% +18.66% +16.33%
2016 +8.81% +9.56% +10.38% +2.90%
2015 −0.21% +0.50% −0.35% +1.39%
2014 +9.03% +12.66% +11.70% +10.44%
2013 +17.89% +30.22% +31.55% +19.20%
2012 +10.65% +13.85% +14.39% +11.89%
2011 +0.91% −0.98% −1.82% −2.23%
2010 +9.30% +13.22% +15.52% +12.39%
2009 +19.00% +23.17% +25.41% +23.35%
2008 −22.36% −37.08% −37.06% −4.99%
2007 +4.06% +1.25% +1.43% +2.50%
2006 +12.16% +12.80% +12.78% +12.14%
2005 +3.23% +1.30% +2.56% +1.30%
2004 +7.67% +7.25% +9.80% +5.94%
2003 +18.56% +26.12% +28.99% +20.01%
2002 −9.11% −23.97% −22.80% −10.02%
2001 +2.62% −13.37% −12.26% −2.46%
2000 +7.22% −12.04% −2.51% +4.53%
1999 +29.60% +17.92% +0.46%
1998 +11.42% +26.59% +15.70%
1997 +21.17% +30.95% +20.58%
1996 +12.38% +18.91% +12.67%
1995 +29.62% +34.05% +19.28%
1994 −3.06% −1.47% −0.63%
1993 +10.35% +7.22% +19.02%
1992 +8.85% +5.19% +11.44%
1991 +18.41% +28.12% +20.75%
1990 −8.39% −8.36% −11.77%
1989 +20.38% +22.68% +14.50%
1988 +15.33% +10.07% +13.75%
1987 −1.04% −0.46% −5.27%
1986 +14.53% +8.12% −0.52%
1985 +21.17% +18.14%
1984 +2.42% −0.29%
1983 +15.05% +12.80%
1982 +19.92% +14.87%
1981 −5.53% −16.06%
1980 +8.77% +13.68%
1979 +0.00% −2.26%

Drawdowns

Mon 2000-11-13? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
VWELX
×
−4.54% −37.23%
2009-03-09
Vanguard Wellington Fund Investor Shares Mutual Fund
VFINX
×
−6.31% −56.04%
2009-03-09
Vanguard 500 Index Fund Investor Shares Mutual Fund
VTSAX
×
−6.49% −56.12%
2009-03-09
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund
FPURX
×
−4.90% −29.14%
2009-03-09
Fidelity Puritan Fund Mutual Fund