All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Mon 1984-11-05? to Fri 2025-08-01 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VWINX × |
+3.17%
2025-08-01 |
8.639 TRR
2025-08-01 |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| VWELX × |
+4.98%
2025-08-01 |
6.885 TRR
2025-08-01 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Mon 1984-11-05? to Fri 2025-08-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VWINX × |
+503.52%
+4.51%/yr |
+4.45%/yr
(R2=0.924) |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| VWELX × |
+588.54%
+4.85%/yr |
+4.73%/yr
(R2=0.917) |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Mon 1984-11-05? to Fri 2025-08-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VWINX × |
$10,000.00
1984-11-05 |
$60,352.11
2025-08-01 |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| VWELX × |
$10,000.00
1984-11-05 |
$68,853.95
2025-08-01 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Year | VWINX | VWELX |
|---|---|---|
| 2025 (YTD) | +3.17% | +4.98% |
| 2024 | +0.04% | +2.87% |
| 2023 | +4.62% | +10.60% |
| 2022 | −18.26% | −24.07% |
| 2021 | −2.15% | +3.98% |
| 2020 | +5.23% | +3.18% |
| 2019 | +12.62% | +17.29% |
| 2018 | −8.25% | −10.99% |
| 2017 | +6.66% | +8.02% |
| 2016 | +4.78% | +6.76% |
| 2015 | −1.88% | −3.79% |
| 2014 | +5.36% | +5.02% |
| 2013 | +4.68% | +13.28% |
| 2012 | +6.69% | +9.23% |
| 2011 | +6.53% | +0.88% |
| 2010 | +9.03% | +9.29% |
| 2009 | +12.92% | +19.03% |
| 2008 | −11.44% | −22.37% |
| 2007 | +0.27% | −0.26% |
| 2006 | +5.20% | +7.48% |
| 2005 | −1.70% | +0.07% |
| 2004 | +3.95% | +4.52% |
| 2003 | +7.55% | +18.49% |
| 2002 | +2.20% | −9.06% |
| 2001 | +1.25% | −1.48% |
| 2000 | +14.00% | +7.23% |
| 1999 | −3.47% | +3.55% |
| 1998 | +10.63% | +13.12% |
| 1997 | +10.71% | +14.98% |
| 1996 | +2.82% | +7.83% |
| 1995 | +23.97% | +28.17% |
| 1994 | −8.19% | −3.24% |
| 1993 | +13.28% | +12.35% |
| 1992 | +7.90% | +4.05% |
| 1991 | +17.89% | +18.41% |
| 1990 | −2.64% | −8.45% |
| 1989 | +13.88% | +12.39% |
| 1988 | +8.82% | +7.31% |
| 1987 | −8.49% | −2.91% |
| 1986 | +13.89% | +14.48% |
| 1985 | +22.00% | +21.25% |
| 1984 | +12.20% | −2.51% |
| 1983 | +14.26% | — |
| 1982 | +18.79% | — |
| 1981 | −0.28% | — |
| 1980 | −0.55% | — |
| 1979 | −2.82% | — |
| Mon 1984-11-05? to Fri 2025-08-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VWINX × | −15.82% |
−27.28%
2023-10-27 |
||||
| Vanguard Wellesley Income Fund Mutual Fund | ||||||
| VWELX × | −15.34% |
−39.85%
2009-03-09 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||