All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2024-12-31 to Wed 2025-05-07? | ||||||
|---|---|---|---|---|---|---|
| VWELX × | ||||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Tue 2024-12-31 to Wed 2025-05-07? |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWELX × |
−2.38%
−6.70%/yr |
−21.06%/yr
(R2=0.546) |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Tue 2024-12-31 to Wed 2025-05-07? |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VWELX × |
$10,000.00
2024-12-31 |
$9,761.68
2025-05-07 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Year | VWELX |
|---|---|
| 2025 (YTD) | +5.14% |
| 2024 | +11.51% |
| 2023 | +10.62% |
| 2022 | −19.58% |
| 2021 | +11.18% |
| 2020 | +9.07% |
| 2019 | +19.81% |
| 2018 | −5.24% |
| 2017 | +12.35% |
| 2016 | +8.76% |
| 2015 | −0.19% |
| 2014 | +9.03% |
| 2013 | +17.88% |
| 2012 | +10.63% |
| 2011 | +0.88% |
| 2010 | +9.31% |
| 2009 | +18.98% |
| 2008 | −22.33% |
| 2007 | +4.07% |
| 2006 | +12.12% |
| 2005 | +3.30% |
| 2004 | +7.68% |
| 2003 | +18.45% |
| 2002 | −9.06% |
| 2001 | +2.64% |
| 2000 | +7.22% |
| 1999 | +2.19% |
| 1998 | +11.45% |
| 1997 | +21.13% |
| 1996 | +12.37% |
| 1995 | +29.63% |
| 1994 | −3.06% |
| 1993 | +10.63% |
| 1992 | +4.89% |
| 1991 | +20.02% |
| 1990 | −8.41% |
| 1989 | +16.23% |
| 1988 | +11.17% |
| 1987 | −2.00% |
| 1986 | +14.48% |
| 1985 | +21.24% |
| 1984 | −2.49% |
| Tue 2024-12-31 to Wed 2025-05-07? |
Final
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VWELX × | −4.81% |
−12.36%
2025-04-08 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||