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 −0.06% over the past year and −1.90% YTD, with dividends reinvested. Since May 14, 2001, VWIAX is up +161.10% in real purchasing-power return, or +3.85%/yr, and is currently −4.59% below its real total-return high on Feb. 13, 2026.
Data ending Fri Oct. 9, 2026
| Mon 2001-05-14💬 to Fri 2026-10-09 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWIAX × |
+161.10%
+3.85%/yr |
+4.37%/yr
R2=0.938 |
||||
| Vanguard Wellesley Income Fund Admiral Shares Mutual Fund | ||||||
| Mon 2001-05-14💬 to Fri 2026-10-09 |
Start
Value |
End
Value |
|---|---|---|
| VWIAX × |
$10,000.00
2001-05-14 |
$26,110.07
2026-10-09 |
| YTD | YoY | |
|---|---|---|
| VWIAX × | −1.90% | −0.06% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VWIAX × |
−4.59%
on 2026-10-09 from 2026-02-13 peak |
−22.91%
on 2009-03-09 from 2007-10-29 peak |
| Period ending Fri 2026-10-09 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VWIAX × | −0.06% |
+4.18% +2.07%/yr |
+18.99% +5.97%/yr |
−2.27% −0.46%/yr |
+23.74% +2.15%/yr |
| Year | VWIAX |
|---|---|
| 2026 (YTD) | −1.90% |
| 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% |
