All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
VWENX real return snapshot: after CPI-U inflation, VWENX returned +9.03% over the past year and +3.66% YTD, with dividends reinvested. Since May 14, 2001, VWENX is up +313.92% in real purchasing-power return, or +5.77%/yr, and is currently −0.93% below its real total-return high on Aug. 7, 2026.
Data ending Fri Sep. 4, 2026
| Mon 2001-05-14💬 to Fri 2026-09-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWENX × |
+313.92%
+5.77%/yr |
+6.08%/yr
R2=0.959 |
||||
| Vanguard Wellington Fund Admiral Shares Mutual Fund | ||||||
| Mon 2001-05-14💬 to Fri 2026-09-04 |
Start
Value |
End
Value |
|---|---|---|
| VWENX × |
$10,000.00
2001-05-14 |
$41,391.67
2026-09-04 |
| YTD | YoY | |
|---|---|---|
| VWENX × | +3.66% | +9.03% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VWENX × |
−0.93%
on 2026-09-04 from 2026-08-07 peak |
−37.14%
on 2009-03-09 from 2007-10-09 peak |
| Period ending Fri 2026-09-04 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VWENX × | +9.03% |
+21.62% +10.28%/yr |
+38.98% +11.60%/yr |
+18.83% +3.51%/yr |
+86.36% +6.42%/yr |
| Year | VWENX |
|---|---|
| 2026 (YTD) | +3.66% |
| 2025 | +13.60% |
| 2024 | +11.60% |
| 2023 | +10.69% |
| 2022 | −19.51% |
| 2021 | +11.26% |
| 2020 | +9.17% |
| 2019 | +19.87% |
| 2018 | −5.16% |
| 2017 | +12.44% |
| 2016 | +8.84% |
| 2015 | −0.60% |
| 2014 | +9.09% |
| 2013 | +18.01% |
| 2012 | +10.74% |
| 2011 | +0.97% |
| 2010 | +9.40% |
| 2009 | +19.15% |
| 2008 | −22.31% |
| 2007 | +4.18% |
| 2006 | +12.27% |
| 2005 | +3.44% |
| 2004 | +9.36% |
| 2003 | +18.63% |
| 2002 | −8.96% |
| 2001 | +1.04% |
