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

Total Real Returns

VWELX,VGSTX,VSMGX,VWINX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Fri 1994-12-16? to Thu 2026-04-30 YTD
Return
TRR
Price
VWELX
×
+1.21%
2026-04-30
38.03 TRR
2026-04-30
Vanguard Wellington Fund Investor Shares Mutual Fund
VGSTX
×
+0.94%
2026-04-30
12.29 TRR
2026-04-30
Vanguard Star Fund Mutual Fund
VSMGX
×
+2.43%
2026-04-30
4.933 TRR
2026-04-30
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VWINX
×
+0.58%
2026-04-30
14.37 TRR
2026-04-30
Vanguard Wellesley Income Fund Mutual Fund

Returns

Fri 1994-12-16? to Thu 2026-04-30 Overall
Return
Exponential
Trendline
VWELX
×
+988.54%
+7.91%/yr
+6.55%/yr
(R2=0.959)
Vanguard Wellington Fund Investor Shares Mutual Fund
VGSTX
×
+557.56%
+6.19%/yr
+5.14%/yr
(R2=0.947)
Vanguard Star Fund Mutual Fund
VSMGX
×
+393.32%
+5.22%/yr
+3.98%/yr
(R2=0.912)
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VWINX
×
+382.05%
+5.14%/yr
+4.61%/yr
(R2=0.954)
Vanguard Wellesley Income Fund Mutual Fund

Growth of $10,000

Fri 1994-12-16? to Thu 2026-04-30 Start
Value
End
Value
VWELX
×
$10,000.00
1994-12-16
$108,854.17
2026-04-30
Vanguard Wellington Fund Investor Shares Mutual Fund
VGSTX
×
$10,000.00
1994-12-16
$65,755.52
2026-04-30
Vanguard Star Fund Mutual Fund
VSMGX
×
$10,000.00
1994-12-16
$49,332.06
2026-04-30
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VWINX
×
$10,000.00
1994-12-16
$48,204.65
2026-04-30
Vanguard Wellesley Income Fund Mutual Fund

Annual Returns

Year VWELX VGSTX VSMGX VWINX
2026 (YTD) +1.21% +0.94% +2.43% +0.58%
2025 +13.52% +12.84% +13.24% +8.10%
2024 +11.51% +6.02% +7.18% +2.89%
2023 +10.60% +13.34% +11.79% +3.58%
2022 −19.58% −23.05% −21.11% −14.62%
2021 +11.19% +2.44% +2.83% +1.35%
2020 +9.08% +19.82% +12.04% +7.00%
2019 +19.76% +19.47% +16.75% +13.81%
2018 −5.22% −7.06% −6.69% −4.37%
2017 +12.34% +15.87% +12.63% +7.88%
2016 +8.75% +4.39% +4.99% +5.87%
2015 −0.17% −0.86% −1.29% +0.57%
2014 +8.98% +6.52% +6.27% +7.27%
2013 +17.91% +16.07% +13.37% +7.59%
2012 +10.65% +11.88% +9.81% +8.14%
2011 +0.90% −2.09% −2.63% +6.46%
2010 +9.26% +10.35% +11.69% +9.08%
2009 +19.02% +21.52% +17.13% +12.97%
2008 −22.36% −25.08% −26.54% −9.85%
2007 +4.08% +2.39% +3.12% +1.47%
2006 +12.17% +8.85% +10.52% +8.49%
2005 +3.27% +4.82% +2.18% −1.65%
2004 +7.67% +8.06% +8.24% +4.13%
2003 +18.55% +20.45% +20.13% +7.70%
2002 −9.11% −11.95% −12.45% +2.18%
2001 +2.60% −0.98% −5.83% +5.71%
2000 +7.24% +8.03% −4.14% +12.55%
1999 +29.55% +4.54% +9.19% −4.85%
1998 +11.42% +11.22% +17.45% +10.41%
1997 +21.17% +19.20% +17.66% +18.16%
1996 +12.38% +12.49% +9.08% +5.90%
1995 +29.61% +25.46% +23.44% +25.72%
1994 −3.05% −2.88% +2.04% −6.92%
1993 +10.34% +8.26% +11.62%
1992 +8.83% +7.55% +7.90%
1991 +18.45% +27.85% +17.91%
1990 −8.42% −9.20% −2.66%
1989 +20.37% +18.90% +13.87%
1988 +15.38% +13.75% +8.83%
1987 −1.07% −9.34% −8.49%
1986 +14.57% +5.76% +13.87%
1985 +21.18% +10.06% +21.99%
1984 +2.39% +12.26%
1983 +15.02% +14.24%
1982 +19.86% +18.76%
1981 −5.40% −0.23%
1980 +8.68% −0.57%
1979 +0.08% −2.83%

Drawdowns

Fri 1994-12-16? to Thu 2026-04-30 Current
Drawdown
Worst
Drawdown
VWELX
×
−0.02% −37.28%
2009-03-09
Vanguard Wellington Fund Investor Shares Mutual Fund
VGSTX
×
−1.15% −39.59%
2009-03-09
Vanguard Star Fund Mutual Fund
VSMGX
×
−0.82% −42.05%
2009-03-09
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VWINX
×
−2.26% −22.97%
2009-03-09
Vanguard Wellesley Income Fund Mutual Fund