All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

VWINX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

VWINX real return snapshot: After CPI-U inflation, VWINX returned +6.15% over the past year and −0.81% YTD, with dividends reinvested. Since Dec. 26, 1979, VWINX is up +1,317.19% in real purchasing-power return, or +5.88%/yr, and is currently −3.61% below its real total-return high on Sep. 2, 2021.

Wed 1979-12-26? to Mon 2026-05-18 YTD
Return
1 Year
Return
VWINX
×
−0.81%
2026-05-18
+6.15%
2026-05-18
Vanguard Wellesley Income Fund Mutual Fund

Returns

Wed 1979-12-26? to Mon 2026-05-18 Overall
Return
Exponential
Trendline
VWINX
×
+1,317.19%
+5.88%/yr
+6.13%/yr
(R2=0.958)
Vanguard Wellesley Income Fund Mutual Fund

Growth of $10,000

Wed 1979-12-26? to Mon 2026-05-18 Start
Value
End
Value
VWINX
×
$10,000.00
1979-12-26
$141,719.40
2026-05-18
Vanguard Wellesley Income Fund Mutual Fund

Annual Returns

Year VWINX
2026 (YTD) −0.81%
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 +2.19%
2001 +5.73%
2000 +12.55%
1999 −4.85%
1998 +10.42%
1997 +18.16%
1996 +5.91%
1995 +25.71%
1994 −6.91%
1993 +11.63%
1992 +7.89%
1991 +17.90%
1990 −2.64%
1989 +13.87%
1988 +8.83%
1987 −8.48%
1986 +13.87%
1985 +21.99%
1984 +12.22%
1983 +14.26%
1982 +18.78%
1981 −0.27%
1980 −0.55%
1979 −2.83%

Drawdowns

Wed 1979-12-26? to Mon 2026-05-18 Current
Drawdown
Worst
Drawdown
VWINX
×
−3.61%
from 2021-09-02 peak
−22.98%
2009-03-09
from 2007-10-29 peak
Vanguard Wellesley Income Fund Mutual Fund

Rolling Returns

Period ending Mon 2026-05-18 1
Year
2
Years
3
Years
5
Years
10
Years
VWINX
×
+6.15% +9.97%
+4.87%/yr
+16.30%
+5.16%/yr
−2.02%
−0.41%/yr
+27.90%
+2.49%/yr
Vanguard Wellesley Income Fund Mutual Fund