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 +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

Growth of $10,000

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

Growth of $10,000 Summary

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

This Year’s Performance

through 2026-08-06

  YTD YoY
VWINX
×
+1.01% +5.37%

Drawdowns

  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

Rolling Returns

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

Annual Returns

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%