VWIAX
Vanguard Wellesley Income Fund Admiral Shares
Mutual fund
$60.90+0.15 (+0.25%)Close Sep 25, 2026
VWIAX returned 6.08% a year from May 2001 to Sep 2026, turning $10,000 into $44,726. It fell 21.64% from Oct 2007 to Mar 2009, and it took 1.9 years to get back to its high.
May 14, 2001 – Sep 25, 2026
| $10,000 became | CAGR | Max drawdown | Sharpe ratio |
|---|---|---|---|
| $44,726 | 6.08% | −21.64% | 0.91 |
| $10,000 became | $44,726 |
|---|---|
| CAGR | 6.08% |
| Max drawdown | −21.64% |
| Sharpe ratio | 0.91 |
Loading the growth chart…
Growth of $10,000
- VWIAX
Trailing returns
| Period | VWIAX |
|---|---|
| 1M | −3.01% |
| 3M | −2.06% |
| 6M | +1.26% |
| YTD | +1.55% |
| 1Y | +4.23% |
| 3Y | +8.56% |
| 5Y | +3.47% |
| 10Y | +5.49% |
| 15Y | +6.58% |
| 20Y | +6.33% |
| 25Y | +6.18% |
| Since 2001 | +6.08% |
Metrics
| Return | VWIAX |
|---|---|
| Final balance | $44,726 |
| Total return | 347.26% |
| CAGR | 6.08% |
| Calendar years | VWIAX |
| Best year | 16.47% |
| Worst year | −9.73% |
| Positive years | 21 of 24 |
| Risk | VWIAX |
| Max drawdown | −21.64% |
| Longest drawdown | 2.3 years |
| Volatility (annualized) | 6.72% |
| Risk-adjusted | VWIAX |
| Sharpe ratio | 0.91 |
| Sortino ratio | 1.28 |
| Calmar ratio | 0.28 |
| Return | VWIAX |
|---|---|
| Final balance | $44,726 |
| Total return | 347.26% |
| CAGR | 6.08% |
| Calendar years | VWIAX |
| Best year | 16.47% |
| Worst year | −9.73% |
| Positive years | 21 of 24 |
| Risk | VWIAX |
|---|---|
| Max drawdown | −21.64% |
| Longest drawdown | 2.3 years |
| Volatility (annualized) | 6.72% |
| Risk-adjusted | VWIAX |
| Sharpe ratio | 0.91 |
| Sortino ratio | 1.28 |
| Calmar ratio | 0.28 |
Worst drawdowns
| Decline | Peak | Bottom | Recovered |
|---|---|---|---|
| −21.6% | Oct 2007 | Mar 2009 | Sep 2009 |
| −17.4% | Feb 2020 | Mar 2020 | Jun 2020 |
| −15.3% | Jan 2022 | Oct 2022 | May 2024 |
| −10.9% | Nov 2001 | Jul 2002 | May 2003 |
| −6.1% | Jun 2003 | Aug 2003 | Dec 2003 |
Annual returns
| Year | VWIAX |
|---|---|
| 2001from May 14 | −2.38% |
| 2002 | +1.07% |
| 2003 | +9.78% |
| 2004 | +8.44% |
| 2005 | +3.55% |
| 2006 | +11.40% |
| 2007 | +5.75% |
| 2008 | −9.73% |
| 2009 | +16.18% |
| 2010 | +10.72% |
| 2011 | +9.76% |
| 2012 | +10.10% |
| 2013 | +9.28% |
| 2014 | +8.16% |
| 2015 | +1.36% |
| 2016 | +8.16% |
| 2017 | +10.26% |
| 2018 | −2.49% |
| 2019 | +16.47% |
| 2020 | +8.52% |
| 2021 | +8.55% |
| 2022 | −9.04% |
| 2023 | +7.07% |
| 2024 | +5.92% |
| 2025 | +11.08% |
| 2026to Sep 25 | +1.55% |