All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
VWIAX real return snapshot: after CPI-U inflation, VWIAX returned +0.42% over the past year and −1.34% YTD, with dividends reinvested. Since May 14, 2001, VWIAX is up +165.20% in real purchasing-power return, or +3.91%/yr, and is currently −4.04% below its real total-return high on Feb. 13, 2026.
Data ending Fri Oct. 16, 2026
| Mon 2001-05-14💬 to Fri 2026-10-16 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWIAX × |
+165.20%
+3.91%/yr |
+4.39%/yr
R2=0.941 |
||||
| Vanguard Wellesley Income Fund Admiral Shares Mutual Fund | ||||||
| Mon 2001-05-14💬 to Fri 2026-10-16 |
Start
Value |
End
Value |
|---|---|---|
| VWIAX × |
$10,000.00
2001-05-14 |
$26,519.72
2026-10-16 |
| YTD | YoY | |
|---|---|---|
| VWIAX × | −1.34% | +0.42% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VWIAX × |
−4.04%
on 2026-10-16 from 2026-02-13 peak |
−22.91%
on 2009-03-09 from 2007-10-29 peak |
| Period ending Fri 2026-10-16 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VWIAX × | +0.42% |
+3.94% +1.95%/yr |
+20.42% +6.39%/yr |
−1.28% −0.26%/yr |
+26.34% +2.37%/yr |
| Year | VWIAX |
|---|---|
| 2026 (YTD) | −1.34% |
| 2025 | +8.19% |
| 2024 | +2.96% |
| 2023 | +4.69% |
| 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% |
