VWELX
Vanguard Wellington Fund Investor Shares
Mutual fund
$47.11+0.16 (+0.34%)Close Sep 25, 2026
VWELX returned 10.78% a year from Jan 1980 to Sep 2026, turning $10,000 into $1,196,238. It fell 36.12% from Oct 2007 to Mar 2009, and it took 3.1 years to get back to its high.
Jan 2, 1980 – Sep 25, 2026
| $10,000 became | CAGR | Max drawdown | Sharpe ratio |
|---|---|---|---|
| $1,196,238 | 10.78% | −36.12% | 0.97 |
| $10,000 became | $1,196,238 |
|---|---|
| CAGR | 10.78% |
| Max drawdown | −36.12% |
| Sharpe ratio | 0.97 |
Loading the growth chart…
Growth of $10,000
- VWELX
Trailing returns
| Period | VWELX |
|---|---|
| 1M | +0.05% |
| 3M | +1.80% |
| 6M | +10.08% |
| YTD | +7.01% |
| 1Y | +11.49% |
| 3Y | +15.82% |
| 5Y | +7.90% |
| 10Y | +9.95% |
| 15Y | +10.50% |
| 20Y | +8.56% |
| 25Y | +8.77% |
| 30Y | +9.01% |
| Since 1980 | +10.78% |
Metrics
| Return | VWELX |
|---|---|
| Final balance | $1,196,238 |
| Total return | 11,862.38% |
| CAGR | 10.78% |
| Calendar years | VWELX |
| Best year | 32.93% |
| Worst year | −22.30% |
| Positive years | 40 of 46 |
| Risk | VWELX |
| Max drawdown | −36.12% |
| Longest drawdown | 3.1 years |
| Volatility (annualized) | 11.18% |
| Risk-adjusted | VWELX |
| Sharpe ratio | 0.97 |
| Sortino ratio | 1.38 |
| Calmar ratio | 0.30 |
| Return | VWELX |
|---|---|
| Final balance | $1,196,238 |
| Total return | 11,862.38% |
| CAGR | 10.78% |
| Calendar years | VWELX |
| Best year | 32.93% |
| Worst year | −22.30% |
| Positive years | 40 of 46 |
| Risk | VWELX |
|---|---|
| Max drawdown | −36.12% |
| Longest drawdown | 3.1 years |
| Volatility (annualized) | 11.18% |
| Risk-adjusted | VWELX |
| Sharpe ratio | 0.97 |
| Sortino ratio | 1.38 |
| Calmar ratio | 0.30 |
Worst drawdowns
| Decline | Peak | Bottom | Recovered |
|---|---|---|---|
| −36.1% | Oct 2007 | Mar 2009 | Nov 2010 |
| −25.3% | Feb 2020 | Mar 2020 | Aug 2020 |
| −24.1% | Aug 1987 | Oct 1987 | Jan 1989 |
| −20.9% | Dec 2021 | Oct 2022 | Feb 2024 |
| −19.7% | Mar 2002 | Oct 2002 | Sep 2003 |
Annual returns
| Year | VWELX |
|---|---|
| 1980 | +24.22% |
| 1981 | +2.97% |
| 1982 | +24.49% |
| 1983 | +19.39% |
| 1984 | +6.45% |
| 1985 | +25.77% |
| 1986 | +15.83% |
| 1987 | +2.35% |
| 1988 | +16.09% |
| 1989 | +21.62% |
| 1990 | −2.81% |
| 1991 | +23.67% |
| 1992 | +8.21% |
| 1993 | +13.21% |
| 1994 | −0.47% |
| 1995 | +32.93% |
| 1996 | +16.11% |
| 1997 | +23.23% |
| 1998 | +12.08% |
| 1999 | +4.40% |
| 2000 | +10.49% |
| 2001 | +4.18% |
| 2002 | −6.91% |
| 2003 | +20.74% |
| 2004 | +11.18% |
| 2005 | +6.82% |
| 2006 | +14.96% |
| 2007 | +8.33% |
| 2008 | −22.30% |
| 2009 | +22.24% |
| 2010 | +10.94% |
| 2011 | +3.87% |
| 2012 | +12.56% |
| 2013 | +19.69% |
| 2014 | +9.84% |
| 2015 | +0.04% |
| 2016 | +11.02% |
| 2017 | +14.72% |
| 2018 | −3.43% |
| 2019 | +22.51% |
| 2020 | +10.57% |
| 2021 | +19.00% |
| 2022 | −14.36% |
| 2023 | +14.29% |
| 2024 | +14.73% |
| 2025 | +16.54% |
| 2026to Sep 25 | +7.01% |