All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Mon 1984-11-05? to Tue 2025-07-15 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VWELX × |
+4.36%
2025-07-15 |
16.5 TRR
2025-07-15 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| VWINX × |
+2.41%
2025-07-15 |
13.54 TRR
2025-07-15 |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| Mon 1984-11-05? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWELX × |
+1,550.00%
+7.13%/yr |
+6.76%/yr
(R2=0.974) |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| VWINX × |
+845.47%
+5.68%/yr |
+5.64%/yr
(R2=0.964) |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| Mon 1984-11-05? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VWELX × |
$10,000.00
1984-11-05 |
$165,000.00
2025-07-15 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| VWINX × |
$10,000.00
1984-11-05 |
$94,547.48
2025-07-15 |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| Year | VWELX | VWINX |
|---|---|---|
| 2025 (YTD) | +4.36% | +2.41% |
| 2024 | +11.51% | +2.89% |
| 2023 | +10.59% | +3.55% |
| 2022 | −19.56% | −14.59% |
| 2021 | +11.18% | +1.33% |
| 2020 | +9.08% | +6.98% |
| 2019 | +19.75% | +13.80% |
| 2018 | −5.23% | −4.36% |
| 2017 | +12.36% | +7.86% |
| 2016 | +8.78% | +5.91% |
| 2015 | −0.19% | +0.55% |
| 2014 | +9.01% | +7.28% |
| 2013 | +17.89% | +7.55% |
| 2012 | +10.66% | +8.16% |
| 2011 | +0.88% | +6.52% |
| 2010 | +9.28% | +8.97% |
| 2009 | +19.01% | +13.07% |
| 2008 | −22.38% | −9.88% |
| 2007 | +4.12% | +1.48% |
| 2006 | +12.09% | +8.45% |
| 2005 | +3.29% | −1.66% |
| 2004 | +7.74% | +4.21% |
| 2003 | +18.51% | +7.64% |
| 2002 | −9.11% | +2.18% |
| 2001 | +2.64% | +5.76% |
| 2000 | +7.20% | +12.50% |
| 1999 | +2.19% | −4.85% |
| 1998 | +11.41% | +10.41% |
| 1997 | +21.19% | +18.16% |
| 1996 | +12.38% | +5.90% |
| 1995 | +29.62% | +25.71% |
| 1994 | −3.06% | −6.93% |
| 1993 | +10.64% | +11.62% |
| 1992 | +4.88% | +7.90% |
| 1991 | +20.02% | +17.90% |
| 1990 | −8.43% | −2.66% |
| 1989 | +16.24% | +13.88% |
| 1988 | +11.17% | +8.82% |
| 1987 | −1.97% | −8.46% |
| 1986 | +14.48% | +13.88% |
| 1985 | +21.23% | +21.95% |
| 1984 | −2.52% | +12.22% |
| 1983 | — | +14.29% |
| 1982 | — | +18.79% |
| 1981 | — | −0.27% |
| 1980 | — | −0.55% |
| 1979 | — | −2.81% |
| Mon 1984-11-05? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VWELX × | −0.59% |
−37.22%
2009-03-09 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| VWINX × | −7.95% |
−23.00%
2009-03-09 |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||