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

Total Real Returns

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

Wed 1985-05-15? to Mon 2026-05-18 YTD
Return
1 Year
Return
VWELX
×
+1.87%
2026-05-18
+14.78%
2026-05-18
Vanguard Wellington Fund Investor Shares Mutual Fund
VGSTX
×
+0.56%
2026-05-18
+11.16%
2026-05-18
Vanguard Star Fund Mutual Fund
VWINX
×
−0.81%
2026-05-18
+6.15%
2026-05-18
Vanguard Wellesley Income Fund Mutual Fund

Returns

Wed 1985-05-15? to Mon 2026-05-18 Overall
Return
Exponential
Trendline
VWELX
×
+2,312.33%
+8.07%/yr
+7.72%/yr
(R2=0.968)
Vanguard Wellington Fund Investor Shares Mutual Fund
VGSTX
×
+1,124.96%
+6.30%/yr
+6.11%/yr
(R2=0.962)
Vanguard Star Fund Mutual Fund
VWINX
×
+792.79%
+5.48%/yr
+5.51%/yr
(R2=0.963)
Vanguard Wellesley Income Fund Mutual Fund

Growth of $10,000

Wed 1985-05-15? to Mon 2026-05-18 Start
Value
End
Value
VWELX
×
$10,000.00
1985-05-15
$241,232.89
2026-05-18
Vanguard Wellington Fund Investor Shares Mutual Fund
VGSTX
×
$10,000.00
1985-05-15
$122,495.88
2026-05-18
Vanguard Star Fund Mutual Fund
VWINX
×
$10,000.00
1985-05-15
$89,279.10
2026-05-18
Vanguard Wellesley Income Fund Mutual Fund

Annual Returns

Year VWELX VGSTX VWINX
2026 (YTD) +1.87% +0.56% −0.81%
2025 +13.51% +12.87% +8.09%
2024 +11.52% +5.99% +2.89%
2023 +10.59% +13.35% +3.58%
2022 −19.56% −23.03% −14.61%
2021 +11.17% +2.44% +1.35%
2020 +9.08% +19.81% +6.98%
2019 +19.78% +19.48% +13.79%
2018 −5.24% −7.10% −4.36%
2017 +12.35% +15.89% +7.88%
2016 +8.77% +4.38% +5.89%
2015 −0.18% −0.85% +0.55%
2014 +9.01% +6.55% +7.27%
2013 +17.92% +16.07% +7.58%
2012 +10.64% +11.84% +8.18%
2011 +0.87% −2.12% +6.48%
2010 +9.30% +10.34% +9.03%
2009 +19.00% +21.57% +12.99%
2008 −22.37% −25.09% −9.86%
2007 +4.08% +2.40% +1.49%
2006 +12.14% +8.84% +8.50%
2005 +3.28% +4.84% −1.70%
2004 +7.67% +8.09% +4.18%
2003 +18.52% +20.44% +7.64%
2002 −9.07% −11.96% +2.19%
2001 +2.59% −0.98% +5.73%
2000 +7.25% +8.04% +12.55%
1999 +29.55% +4.54% −4.85%
1998 +11.42% +11.21% +10.42%
1997 +21.17% +19.21% +18.16%
1996 +12.38% +12.48% +5.91%
1995 +29.63% +25.48% +25.71%
1994 −3.06% −2.90% −6.91%
1993 +10.35% +8.27% +11.63%
1992 +8.85% +7.54% +7.89%
1991 +18.44% +27.86% +17.90%
1990 −8.42% −9.20% −2.64%
1989 +20.39% +18.89% +13.87%
1988 +15.35% +13.78% +8.83%
1987 −1.06% −9.35% −8.48%
1986 +14.56% +5.76% +13.87%
1985 +21.18% +10.08% +21.99%
1984 +2.39% +12.22%
1983 +15.02% +14.26%
1982 +19.91% +18.78%
1981 −5.46% −0.27%
1980 +8.72% −0.55%
1979 +0.05% −2.83%

Drawdowns

Wed 1985-05-15? to Mon 2026-05-18 Current
Drawdown
Worst
Drawdown
VWELX
×
−1.31%
from 2026-05-14 peak
−37.24%
2009-03-09
from 2007-10-09 peak
Vanguard Wellington Fund Investor Shares Mutual Fund
VGSTX
×
−1.53%
from 2026-02-20 peak
−39.60%
2009-03-09
from 2007-10-31 peak
Vanguard Star Fund Mutual Fund
VWINX
×
−3.61%
from 2021-09-02 peak
−22.98%
2009-03-09
from 2007-10-29 peak
Vanguard Wellesley Income Fund Mutual Fund

Rolling Returns

Period ending Mon 2026-05-18 1
Year
2
Years
3
Years
5
Years
10
Years
VWELX
×
+14.78% +23.21%
+10.99%/yr
+38.81%
+11.55%/yr
+22.28%
+4.11%/yr
+90.53%
+6.66%/yr
Vanguard Wellington Fund Investor Shares Mutual Fund
VGSTX
×
+11.16% +16.72%
+8.03%/yr
+30.12%
+9.17%/yr
+6.06%
+1.18%/yr
+74.16%
+5.71%/yr
Vanguard Star Fund Mutual Fund
VWINX
×
+6.15% +9.97%
+4.87%/yr
+16.30%
+5.16%/yr
−2.02%
−0.41%/yr
+27.90%
+2.49%/yr
Vanguard Wellesley Income Fund Mutual Fund