VWENX
Vanguard Wellington Fund Admiral Shares
$80.88−0.29 (−0.36%)Close Nov 12, 2026
May 14, 2001 – Nov 12, 2026, Dividends reinvested
- Final balance
- $76,637
- CAGR
- +8.31%
- Max drawdown
- −36.02%
- Sharpe ratio
- 0.74
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Growth of $10,000
Trailing returns (%)
VWENX's average annual return was 9.95% over the last 10 years and 8.43% over the last 20 years, through Nov 12, 2026. $10,000 in VWENX on Nov 11, 2016 grew to $25,830 by Nov 12, 2026, with dividends reinvested.
Total
- 1M
- −1.09%
- 3M
- −0.87%
- 6M
- +1.30%
- YTD
- +6.48%
- 1Y
- +6.83%
Per year
- 3Y
- +15.14%
- 5Y
- +7.31%
- 10Y
- +9.95%
- 15Y
- +9.99%
- 20Y
- +8.43%
- 25Y
- +8.56%
- Since 2001
- +8.31%
Annual returns
2001 from May 14 · 2026 through Nov 12
VWENX returns by year
| Year | Return |
|---|---|
| 2026 through Nov 12 | +6.48% |
| 2025 | +16.63% |
| 2024 | +14.82% |
| 2023 | +14.40% |
| 2022 | −14.31% |
| 2021 | +19.09% |
| 2020 | +10.66% |
| 2019 | +22.61% |
| 2018 | −3.35% |
| 2017 | +14.82% |
| 2016 | +11.10% |
| 2015 | +0.13% |
| 2014 | +9.91% |
| 2013 | +19.78% |
Metrics
Since 2001| Volatility | 11.72% |
|---|---|
| Sortino ratio | 1.04 |
| Calmar ratio | 0.23 |
| Best year, 2019 | +22.61% |
| Worst year, 2008 | −22.24% |
| Positive years | 20 of 24 |
| Longest drawdown | 3 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −36.0% | Oct 2007 | Mar 2009 | Oct 2010 | 3 years |
| −25.3% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −20.8% | Dec 2021 | Oct 2022 | Feb 2024 | 2.1 years |
| −19.6% | Mar 2002 | Oct 2002 | Jun 2003 | 1.2 years |
| −13.1% | May 2001 | Sep 2001 | Mar 2002 | 9 months |