VWIAX

Vanguard Wellesley Income Fund Admiral Shares

$62.41−0.25 (−0.40%)Close Nov 12, 2026

May 14, 2001 – Nov 12, 2026, Dividends reinvested

Final balance: $45,835
CAGR: +6.15%
Max drawdown: −21.64%
Sharpe ratio: 0.92

Growth of $10,000

Trailing returns (%)

VWIAX's average annual return was 5.96% over the last 10 years and 6.37% over the last 20 years, through Nov 12, 2026. $10,000 in VWIAX on Nov 11, 2016 grew to $17,841 by Nov 12, 2026, with dividends reinvested.

	Total	Per year
VWIAX	+2.08	−0.69	+1.70	+4.07	+4.96	+9.73	+3.75	+5.96	+6.45	+6.37	+6.14	+6.15

Total

1M: +2.08%
3M: −0.69%
6M: +1.70%
YTD: +4.07%
1Y: +4.96%

Per year

3Y: +9.73%
5Y: +3.75%
10Y: +5.96%
15Y: +6.45%
20Y: +6.37%
25Y: +6.14%
Since 2001: +6.15%

Annual returns

2001 from May 14 · 2026 through Nov 12

VWIAX returns by year

Year	Return
2026 through Nov 12	+4.07%
2025	+11.08%
2024	+5.92%
2023	+7.07%
2022	−9.04%
2021	+8.55%
2020	+8.52%
2019	+16.47%
2018	−2.49%
2017	+10.26%
2016	+8.16%
2015	+1.36%
2014	+8.16%
2013	+9.28%
2012	+10.10%
2011	+9.76%
2010	+10.72%
2009	+16.18%
2008	−9.73%
2007	+5.75%
2006	+11.40%
2005	+3.55%
2004	+8.44%
2003	+9.78%
2002	+1.07%
2001 from May 14	−2.38%

Metrics

Since 2001

Volatility	6.72%
Sortino ratio	1.30
Calmar ratio	0.28
Best year, 2019	+16.47%
Worst year, 2008	−9.73%
Positive years	21 of 24
Longest drawdown	2.3 years

Worst drawdowns

Since 2001

Decline	Peak	Bottom	Recovered	Length
−21.6%	Oct 2007	Mar 2009	Sep 2009	1.9 years
−17.4%	Feb 2020	Mar 2020	Jun 2020	4 months
−15.3%	Jan 2022	Oct 2022	May 2024	2.3 years
−10.9%	Nov 2001	Jul 2002	May 2003	1.5 years
−6.1%	Jun 2003	Aug 2003	Dec 2003	6 months