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 +4.49% over the past year and −0.40% YTD, with dividends reinvested. Since May 14, 2001, VWIAX is up +165.10% in real purchasing-power return, or +3.95%/yr, and is currently −3.13% below its real total-return high on Feb. 13, 2026.

Data ending Wed Jul. 8, 2026

Mon 2001-05-14💬 to Wed 2026-07-08 YTD
Return 		1 Year
Return
VWIAX × 		−0.40%
2026-07-08 		+4.49%
2026-07-08
Vanguard Wellesley Income Fund Admiral Shares Mutual Fund

Returns

Mon 2001-05-14💬 to Wed 2026-07-08 Overall
Return 		Exponential
Trendline
VWIAX × 		+165.10%
+3.95%/yr 		+4.39%/yr
(R2=0.938)
Vanguard Wellesley Income Fund Admiral Shares Mutual Fund

Growth of $10,000

Mon 2001-05-14💬 to Wed 2026-07-08 Start
Value 		End
Value
VWIAX × 		$10,000.00
2001-05-14 		$26,509.89
2026-07-08
Vanguard Wellesley Income Fund Admiral Shares Mutual Fund

Annual Returns

Year VWIAX
2026 (YTD) −0.40%
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 Wed 2026-07-08 Current
Drawdown 		Worst
Drawdown
VWIAX × 		−3.13%
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 Wed 2026-07-08 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
VWIAX × 		+4.49% +10.69%
+5.21%/yr 		+17.32%
+5.47%/yr 		−1.37%
−0.28%/yr 		+24.51%
+2.22%/yr
Vanguard Wellesley Income Fund Admiral Shares Mutual Fund