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VWELX

Vanguard Wellington Fund Investor Shares

Mutual fund

$47.11+0.16 (+0.34%)Close Sep 25, 2026

Adjusted price

+11.49% total return, past year

Key statistics

52-week range, adjusted
$41.71$47.47
From all-time high
Aug 7, 2026 −0.76%
Beta (5Y monthly)
0.69
Fund net assets
$122B

Since Jan 2, 1980

Volatility
11.18%
Max drawdown
−36.12%
Sharpe ratio
0.97
1M
+0.05%
YTD
+7.01%
1Y
+11.49%
3Y
+15.82%
5Y
+7.90%
10Y
+9.95%
20Y
+8.56%
Since 1980
+10.78%

Annual returns

* Partial year

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