VWENX
Vanguard Wellington Fund Admiral Shares
Mutual fund
$81.33+0.28 (+0.35%)Close Sep 25, 2026
VWENX returned 8.38% a year from May 2001 to Sep 2026, turning $10,000 into $77,063. It fell 36.02% from Oct 2007 to Mar 2009, and it took 3 years to get back to its high.
May 14, 2001 – Sep 25, 2026
| $10,000 became | CAGR | Max drawdown | Sharpe ratio |
|---|---|---|---|
| $77,063 | 8.38% | −36.02% | 0.75 |
| $10,000 became | $77,063 |
|---|---|
| CAGR | 8.38% |
| Max drawdown | −36.02% |
| Sharpe ratio | 0.75 |
Loading the growth chart…
Growth of $10,000
- VWENX
Trailing returns
| Period | VWENX |
|---|---|
| 1M | +0.05% |
| 3M | +1.80% |
| 6M | +10.13% |
| YTD | +7.07% |
| 1Y | +11.57% |
| 3Y | +15.91% |
| 5Y | +7.99% |
| 10Y | +10.04% |
| 15Y | +10.59% |
| 20Y | +8.65% |
| 25Y | +8.87% |
| Since 2001 | +8.38% |
Metrics
| Return | VWENX |
|---|---|
| Final balance | $77,063 |
| Total return | 670.63% |
| CAGR | 8.38% |
| Calendar years | VWENX |
| Best year | 22.61% |
| Worst year | −22.24% |
| Positive years | 20 of 24 |
| Risk | VWENX |
| Max drawdown | −36.02% |
| Longest drawdown | 3 years |
| Volatility (annualized) | 11.72% |
| Risk-adjusted | VWENX |
| Sharpe ratio | 0.75 |
| Sortino ratio | 1.05 |
| Calmar ratio | 0.23 |
| Return | VWENX |
|---|---|
| Final balance | $77,063 |
| Total return | 670.63% |
| CAGR | 8.38% |
| Calendar years | VWENX |
| Best year | 22.61% |
| Worst year | −22.24% |
| Positive years | 20 of 24 |
| Risk | VWENX |
|---|---|
| Max drawdown | −36.02% |
| Longest drawdown | 3 years |
| Volatility (annualized) | 11.72% |
| Risk-adjusted | VWENX |
| Sharpe ratio | 0.75 |
| Sortino ratio | 1.05 |
| Calmar ratio | 0.23 |
Worst drawdowns
| Decline | Peak | Bottom | Recovered |
|---|---|---|---|
| −36.0% | Oct 2007 | Mar 2009 | Oct 2010 |
| −25.3% | Feb 2020 | Mar 2020 | Aug 2020 |
| −20.8% | Dec 2021 | Oct 2022 | Feb 2024 |
| −19.6% | Mar 2002 | Oct 2002 | Jun 2003 |
| −13.1% | May 2001 | Sep 2001 | Mar 2002 |
Annual returns
| Year | VWENX |
|---|---|
| 2001from May 14 | +0.72% |
| 2002 | −6.80% |
| 2003 | +20.86% |
| 2004 | +11.34% |
| 2005 | +6.99% |
| 2006 | +15.10% |
| 2007 | +8.44% |
| 2008 | −22.24% |
| 2009 | +22.39% |
| 2010 | +11.04% |
| 2011 | +3.96% |
| 2012 | +12.66% |
| 2013 | +19.78% |
| 2014 | +9.91% |
| 2015 | +0.13% |
| 2016 | +11.10% |
| 2017 | +14.82% |
| 2018 | −3.35% |
| 2019 | +22.61% |
| 2020 | +10.66% |
| 2021 | +19.09% |
| 2022 | −14.31% |
| 2023 | +14.40% |
| 2024 | +14.82% |
| 2025 | +16.63% |
| 2026to Sep 25 | +7.07% |