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