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