VWELX

Vanguard Wellington Fund Investor Shares

$46.84−0.17 (−0.36%)Close Nov 12, 2026

Jan 2, 1980 – Nov 12, 2026, Dividends reinvested

Final balance: $1,189,382
CAGR: +10.74%
Max drawdown: −36.12%
Sharpe ratio: 0.97

Growth of $10,000

Trailing returns (%)

VWELX's average annual return was 9.87% over the last 10 years and 8.34% over the last 20 years, through Nov 12, 2026. $10,000 in VWELX on Nov 11, 2016 grew to $25,625 by Nov 12, 2026, with dividends reinvested.

	Total	Per year
VWELX	−1.10	−0.90	+1.27	+6.40	+6.75	+15.04	+7.22	+9.87	+9.90	+8.34	+8.46	+8.76	+10.74

Total

1M: −1.10%
3M: −0.90%
6M: +1.27%
YTD: +6.40%
1Y: +6.75%

Per year

3Y: +15.04%
5Y: +7.22%
10Y: +9.87%
15Y: +9.90%
20Y: +8.34%
25Y: +8.46%
30Y: +8.76%
Since 1980: +10.74%

Annual returns

2026 through Nov 12

VWELX returns by year

Year	Return
2026 through Nov 12	+6.40%
2025	+16.54%
2024	+14.73%
2023	+14.29%
2022	−14.36%
2021	+19.00%
2020	+10.57%
2019	+22.51%
2018	−3.43%
2017	+14.72%
2016	+11.02%
2015	+0.04%
2014	+9.84%
2013	+19.69%
2012	+12.56%
2011	+3.87%
2010	+10.94%
2009	+22.24%
2008	−22.30%
2007	+8.33%
2006	+14.96%
2005	+6.82%

Metrics

Since 1980

Volatility	11.18%
Sortino ratio	1.37
Calmar ratio	0.30
Best year, 1995	+32.93%
Worst year, 2008	−22.30%
Positive years	40 of 46
Longest drawdown	3.1 years

Worst drawdowns

Since 1980

Decline	Peak	Bottom	Recovered	Length
−36.1%	Oct 2007	Mar 2009	Nov 2010	3.1 years
−25.3%	Feb 2020	Mar 2020	Aug 2020	6 months
−24.1%	Aug 1987	Oct 1987	Jan 1989	1.4 years
−20.9%	Dec 2021	Oct 2022	Feb 2024	2.2 years
−19.7%	Mar 2002	Oct 2002	Sep 2003	1.5 years