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 2026-04-02 YTD
Return
TRR
Price
VWELX
×
−3.67%
2026-04-02
36.17 TRR
2026-04-02
Vanguard Wellington Fund Investor Shares Mutual Fund
VGSTX
×
−2.71%
2026-04-02
11.85 TRR
2026-04-02
Vanguard Star Fund Mutual Fund
VSMGX
×
−1.52%
2026-04-02
4.743 TRR
2026-04-02
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VWINX
×
−0.59%
2026-04-02
14.2 TRR
2026-04-02
Vanguard Wellesley Income Fund Mutual Fund

Returns

Fri 1994-12-16? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
VWELX
×
+936.13%
+7.76%/yr
+6.55%/yr
(R2=0.959)
Vanguard Wellington Fund Investor Shares Mutual Fund
VGSTX
×
+533.95%
+6.08%/yr
+5.14%/yr
(R2=0.947)
Vanguard Star Fund Mutual Fund
VSMGX
×
+374.31%
+5.10%/yr
+3.97%/yr
(R2=0.912)
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VWINX
×
+376.49%
+5.12%/yr
+4.61%/yr
(R2=0.954)
Vanguard Wellesley Income Fund Mutual Fund

Growth of $10,000

Fri 1994-12-16? to Thu 2026-04-02 Start
Value
End
Value
VWELX
×
$10,000.00
1994-12-16
$103,613.30
2026-04-02
Vanguard Wellington Fund Investor Shares Mutual Fund
VGSTX
×
$10,000.00
1994-12-16
$63,395.23
2026-04-02
Vanguard Star Fund Mutual Fund
VSMGX
×
$10,000.00
1994-12-16
$47,430.78
2026-04-02
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VWINX
×
$10,000.00
1994-12-16
$47,649.49
2026-04-02
Vanguard Wellesley Income Fund Mutual Fund

Annual Returns

Year VWELX VGSTX VSMGX VWINX
2026 (YTD) −3.67% −2.71% −1.52% −0.59%
2025 +13.51% +12.86% +13.25% +8.10%
2024 +11.52% +6.01% +7.19% +2.88%
2023 +10.59% +13.34% +11.76% +3.62%
2022 −19.56% −23.02% −21.10% −14.63%
2021 +11.17% +2.43% +2.83% +1.37%
2020 +9.08% +19.82% +12.07% +6.95%
2019 +19.80% +19.47% +16.67% +13.81%
2018 −5.24% −7.09% −6.65% −4.37%
2017 +12.32% +15.87% +12.64% +7.91%
2016 +8.81% +4.38% +4.95% +5.88%
2015 −0.21% −0.87% −1.26% +0.52%
2014 +9.03% +6.60% +6.24% +7.30%
2013 +17.89% +16.02% +13.34% +7.54%
2012 +10.65% +11.84% +9.85% +8.23%
2011 +0.91% −2.11% −2.60% +6.47%
2010 +9.30% +10.37% +11.61% +9.02%
2009 +19.00% +21.56% +17.16% +13.02%
2008 −22.36% −25.11% −26.54% −9.88%
2007 +4.06% +2.42% +3.15% +1.49%
2006 +12.16% +8.86% +10.51% +8.50%
2005 +3.23% +4.88% +2.20% −1.67%
2004 +7.67% +8.05% +8.19% +4.18%
2003 +18.56% +20.42% +20.19% +7.59%
2002 −9.11% −11.95% −12.44% +2.20%
2001 +2.62% −0.98% −5.89% +5.73%
2000 +7.22% +8.04% −4.12% +12.55%
1999 +29.60% +4.54% +9.22% −4.86%
1998 +11.42% +11.21% +17.48% +10.42%
1997 +21.17% +19.22% +17.59% +18.17%
1996 +12.38% +12.48% +9.10% +5.90%
1995 +29.62% +25.47% +23.44% +25.69%
1994 −3.06% −2.89% +2.04% −6.91%
1993 +10.35% +8.25% +11.63%
1992 +8.85% +7.56% +7.90%
1991 +18.41% +27.87% +17.90%
1990 −8.39% −9.21% −2.67%
1989 +20.38% +18.90% +13.88%
1988 +15.33% +13.74% +8.83%
1987 −1.04% −9.34% −8.49%
1986 +14.53% +5.74% +13.90%
1985 +21.17% +10.08% +21.95%
1984 +2.42% +12.26%
1983 +15.05% +14.25%
1982 +19.92% +18.79%
1981 −5.53% −0.29%
1980 +8.77% −0.52%
1979 +0.00% −2.86%

Drawdowns

Fri 1994-12-16? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
VWELX
×
−4.54% −37.23%
2009-03-09
Vanguard Wellington Fund Investor Shares Mutual Fund
VGSTX
×
−4.72% −39.60%
2009-03-09
Vanguard Star Fund Mutual Fund
VSMGX
×
−4.63% −42.07%
2009-03-09
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VWINX
×
−3.39% −22.98%
2009-03-09
Vanguard Wellesley Income Fund Mutual Fund