VWINX

Vanguard Wellesley Income Fund Investor Shares

$25.77−0.10 (−0.39%)Close Nov 12, 2026

Jan 2, 1980 – Nov 12, 2026, Dividends reinvested

Final balance: $661,278
CAGR: +9.36%
Max drawdown: −21.72%
Sharpe ratio: 1.35

Growth of $10,000

Trailing returns (%)

VWINX's average annual return was 5.89% over the last 10 years and 6.29% over the last 20 years, through Nov 12, 2026. $10,000 in VWINX on Nov 11, 2016 grew to $17,718 by Nov 12, 2026, with dividends reinvested.

	Total	Per year
VWINX	+2.10	−0.68	+1.67	+4.04	+4.91	+9.66	+3.68	+5.89	+6.38	+6.29	+6.39	+7.03	+9.36

Total

1M: +2.10%
3M: −0.68%
6M: +1.67%
YTD: +4.04%
1Y: +4.91%

Per year

3Y: +9.66%
5Y: +3.68%
10Y: +5.89%
15Y: +6.38%
20Y: +6.29%
25Y: +6.39%
30Y: +7.03%
Since 1980: +9.36%

Annual returns

2026 through Nov 12

VWINX returns by year

Year	Return
2026 through Nov 12	+4.04%
2025	+10.97%
2024	+5.86%
2023	+6.99%
2022	−9.08%
2021	+8.48%
2020	+8.44%
2019	+16.38%
2018	−2.54%
2017	+10.16%
2016	+8.09%
2015	+1.29%
2014	+8.08%
2013	+9.19%
2012	+10.06%
2011	+9.64%
2010	+10.66%
2009	+16.07%
2008	−9.78%
2007	+5.65%
2006	+11.24%
2005	+3.48%

Metrics

Since 1980

Volatility	6.78%
Sortino ratio	1.97
Calmar ratio	0.43
Best year, 1995	+28.90%
Worst year, 2008	−9.78%
Positive years	40 of 46
Longest drawdown	2.4 years

Worst drawdowns

Since 1980

Decline	Peak	Bottom	Recovered	Length
−21.7%	Oct 2007	Mar 2009	Sep 2009	1.9 years
−17.4%	Feb 2020	Mar 2020	Jun 2020	4 months
−15.5%	Mar 1987	Oct 1987	Feb 1988	11 months
−15.3%	Jan 2022	Oct 2022	Jun 2024	2.4 years
−10.2%	May 1999	Feb 2000	Aug 2000	1.2 years