All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
VWINX real return snapshot: after CPI-U inflation, VWINX returned +5.37% over the past year and +1.01% YTD, with dividends reinvested. Since Dec. 26, 1979, VWINX is up +1,343.34% in real purchasing-power return, or +5.89%/yr, and is currently −1.84% below its real total-return high on Sep. 2, 2021.
Data ending Thu Aug. 6, 2026
| Wed 1979-12-26💬 to Thu 2026-08-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWINX × |
+1,343.34%
+5.89%/yr |
+6.11%/yr
R2=0.957 |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| Wed 1979-12-26💬 to Thu 2026-08-06 |
Start
Value |
End
Value |
|---|---|---|
| VWINX × |
$10,000.00
1979-12-26 |
$144,334.20
2026-08-06 |
| YTD | YoY | |
|---|---|---|
| VWINX × | +1.01% | +5.37% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VWINX × |
−1.84%
on 2026-08-06 from 2021-09-02 peak |
−22.98%
on 2009-03-09 from 2007-10-29 peak |
| Period ending Thu 2026-08-06 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VWINX × | +5.37% |
+10.94% +5.33%/yr |
+17.10% +5.40%/yr |
−0.88% −0.18%/yr |
+25.41% +2.29%/yr |
| Year | VWINX |
|---|---|
| 2026 (YTD) | +1.01% |
| 2025 | +8.09% |
| 2024 | +2.89% |
| 2023 | +3.58% |
| 2022 | −14.61% |
| 2021 | +1.35% |
| 2020 | +6.98% |
| 2019 | +13.79% |
| 2018 | −4.36% |
| 2017 | +7.88% |
| 2016 | +5.89% |
| 2015 | +0.55% |
| 2014 | +7.27% |
| 2013 | +7.58% |
| 2012 | +8.18% |
| 2011 | +6.48% |
| 2010 | +9.03% |
| 2009 | +12.99% |
| 2008 | −9.86% |
| 2007 | +1.49% |
| 2006 | +8.50% |
| 2005 | −1.70% |
| 2004 | +4.18% |
| 2003 | +7.64% |
| 2002 | +2.20% |
| 2001 | +5.73% |
| 2000 | +12.55% |
| 1999 | −4.85% |
| 1998 | +10.42% |
| 1997 | +18.16% |
| 1996 | +5.91% |
| 1995 | +25.71% |
| 1994 | −6.92% |
| 1993 | +11.63% |
| 1992 | +7.89% |
| 1991 | +17.90% |
| 1990 | −2.65% |
| 1989 | +13.88% |
| 1988 | +8.82% |
| 1987 | −8.47% |
| 1986 | +13.86% |
| 1985 | +22.00% |
| 1984 | +12.22% |
| 1983 | +14.28% |
| 1982 | +18.76% |
| 1981 | −0.28% |
| 1980 | −0.52% |
| 1979 | −2.83% |