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 +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 | ||||||
| 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 | ||||||
| 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 | ||||||
| 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% |
| 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 | ||||||
| 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 | ||||||