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

Total Real Returns

VWIAX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

VWIAX real return snapshot: after CPI-U inflation, VWIAX returned +6.10% over the past year and −0.55% YTD, with dividends reinvested. Since May 14, 2001, VWIAX is up +164.70% in real purchasing-power return, or +3.96%/yr, and is currently −3.28% below its real total-return high on Feb. 13, 2026.

Mon 2001-05-14💬 to Mon 2026-06-08 YTD
Return
1 Year
Return
VWIAX
×
−0.55%
2026-06-08
+6.10%
2026-06-08
Vanguard Wellesley Income Fund Admiral Shares Mutual Fund

Returns

Mon 2001-05-14💬 to Mon 2026-06-08 Overall
Return
Exponential
Trendline
VWIAX
×
+164.70%
+3.96%/yr
+4.40%/yr
(R2=0.938)
Vanguard Wellesley Income Fund Admiral Shares Mutual Fund

Growth of $10,000

Mon 2001-05-14💬 to Mon 2026-06-08 Start
Value
End
Value
VWIAX
×
$10,000.00
2001-05-14
$26,469.79
2026-06-08
Vanguard Wellesley Income Fund Admiral Shares Mutual Fund

Annual Returns

Year VWIAX
2026 (YTD) −0.55%
2025 +8.20%
2024 +2.96%
2023 +3.66%
2022 −14.56%
2021 +1.41%
2020 +7.07%
2019 +13.87%
2018 −4.32%
2017 +7.98%
2016 +5.97%
2015 +0.62%
2014 +7.35%
2013 +7.66%
2012 +8.23%
2011 +6.59%
2010 +9.09%
2009 +13.10%
2008 −9.81%
2007 +1.60%
2006 +8.84%
2005 +0.12%
2004 +6.12%
2003 +7.76%
2002 +2.27%
2001 +3.11%

Drawdowns

Mon 2001-05-14💬 to Mon 2026-06-08 Current
Drawdown
Worst
Drawdown
VWIAX
×
−3.28%
from 2026-02-13 peak
−22.91%
2009-03-09
from 2007-10-29 peak
Vanguard Wellesley Income Fund Admiral Shares Mutual Fund

Rolling Returns

Period ending Mon 2026-06-08 1
Year
2
Years
3
Years
5
Years
10
Years
VWIAX
×
+6.10% +11.44%
+5.56%/yr
+16.26%
+5.15%/yr
−1.95%
−0.39%/yr
+26.69%
+2.39%/yr
Vanguard Wellesley Income Fund Admiral Shares Mutual Fund