VWINX
Vanguard Wellesley Income Fund Investor Shares
Mutual fund
$25.14+0.06 (+0.24%)Close Sep 25, 2026
VWINX returned 9.36% a year from Jan 1980 to Sep 2026, turning $10,000 into $653,160. It fell 21.72% from Oct 2007 to Mar 2009, and it took 1.9 years to get back to its high.
Jan 2, 1980 – Sep 25, 2026
| $10,000 became | CAGR | Max drawdown | Sharpe ratio |
|---|---|---|---|
| $653,160 | 9.36% | −21.72% | 1.35 |
| $10,000 became | $653,160 |
|---|---|
| CAGR | 9.36% |
| Max drawdown | −21.72% |
| Sharpe ratio | 1.35 |
Loading the growth chart…
Growth of $10,000
- VWINX
Trailing returns
| Period | VWINX |
|---|---|
| 1M | −3.03% |
| 3M | −2.09% |
| 6M | +1.23% |
| YTD | +1.50% |
| 1Y | +4.15% |
| 3Y | +8.49% |
| 5Y | +3.40% |
| 10Y | +5.42% |
| 15Y | +6.50% |
| 20Y | +6.25% |
| 25Y | +6.43% |
| 30Y | +7.15% |
| Since 1980 | +9.36% |
Metrics
| Return | VWINX |
|---|---|
| Final balance | $653,160 |
| Total return | 6,431.60% |
| CAGR | 9.36% |
| Calendar years | VWINX |
| Best year | 28.90% |
| Worst year | −9.78% |
| Positive years | 40 of 46 |
| Risk | VWINX |
| Max drawdown | −21.72% |
| Longest drawdown | 2.4 years |
| Volatility (annualized) | 6.78% |
| Risk-adjusted | VWINX |
| Sharpe ratio | 1.35 |
| Sortino ratio | 1.97 |
| Calmar ratio | 0.43 |
| Return | VWINX |
|---|---|
| Final balance | $653,160 |
| Total return | 6,431.60% |
| CAGR | 9.36% |
| Calendar years | VWINX |
| Best year | 28.90% |
| Worst year | −9.78% |
| Positive years | 40 of 46 |
| Risk | VWINX |
|---|---|
| Max drawdown | −21.72% |
| Longest drawdown | 2.4 years |
| Volatility (annualized) | 6.78% |
| Risk-adjusted | VWINX |
| Sharpe ratio | 1.35 |
| Sortino ratio | 1.97 |
| Calmar ratio | 0.43 |
Worst drawdowns
| Decline | Peak | Bottom | Recovered |
|---|---|---|---|
| −21.7% | Oct 2007 | Mar 2009 | Sep 2009 |
| −17.4% | Feb 2020 | Mar 2020 | Jun 2020 |
| −15.5% | Mar 1987 | Oct 1987 | Feb 1988 |
| −15.3% | Jan 2022 | Oct 2022 | Jun 2024 |
| −10.2% | May 1999 | Feb 2000 | Aug 2000 |
Annual returns
| Year | VWINX |
|---|---|
| 1980 | +12.53% |
| 1981 | +8.62% |
| 1982 | +23.32% |
| 1983 | +18.60% |
| 1984 | +16.65% |
| 1985 | +26.63% |
| 1986 | +15.12% |
| 1987 | −1.89% |
| 1988 | +15.04% |
| 1989 | +20.87% |
| 1990 | +3.82% |
| 1991 | +21.51% |
| 1992 | +8.87% |
| 1993 | +14.51% |
| 1994 | −4.43% |
| 1995 | +28.90% |
| 1996 | +9.42% |
| 1997 | +20.17% |
| 1998 | +11.85% |
| 1999 | −4.14% |
| 2000 | +16.18% |
| 2001 | +7.36% |
| 2002 | +4.62% |
| 2003 | +9.66% |
| 2004 | +7.57% |
| 2005 | +3.48% |
| 2006 | +11.24% |
| 2007 | +5.65% |
| 2008 | −9.78% |
| 2009 | +16.07% |
| 2010 | +10.66% |
| 2011 | +9.64% |
| 2012 | +10.06% |
| 2013 | +9.19% |
| 2014 | +8.08% |
| 2015 | +1.29% |
| 2016 | +8.09% |
| 2017 | +10.16% |
| 2018 | −2.54% |
| 2019 | +16.38% |
| 2020 | +8.44% |
| 2021 | +8.48% |
| 2022 | −9.08% |
| 2023 | +6.99% |
| 2024 | +5.86% |
| 2025 | +10.97% |
| 2026to Sep 25 | +1.50% |