Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VWELX (VANGUARD WELLINGTON FUND INVESTOR SHARES) | 5.07% | 17.69% | 14.66% | 8.35% | 9.68% | 9.51% | 8.60% | … | … |
Data as of 06/11/2026, Common starting date is 02/26/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VWELX (VANGUARD WELLINGTON FUND INVESTOR SHARES) | 02/26/1980 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.54 | 17.69 | 14.66 | 8.35 | 9.68 | 9.51 | 8.60 | … | … | 5.07 | 16.54 | 14.73 | 14.29 | -14.36 | 18.99 | 10.57 | 22.51 | -3.43 | 10.29 | 11.02 | 0.04 | 9.84 | 19.69 | 12.56 | 3.87 | 10.94 | 22.24 | -22.30 | 8.33 | 14.96 | 6.82 | 11.18 | 20.74 | -6.91 | 4.18 | 10.49 | 4.40 | 12.08 | 23.23 | 16.11 | 32.93 | -0.47 | 13.21 | 8.21 | 25.03 | -2.81 | 21.62 | 10.52 | 2.35 | 15.83 | 25.77 | 6.45 | 19.48 | 24.55 | 2.90 | 19.19 |
| Sharpe Ratio | NA | 1.77 | 1.14 | 0.52 | 0.38 | NA | NA | … | … | 0.81 | 1.14 | 1.28 | 1.23 | -1.00 | 2.36 | 0.46 | 0.38 | -0.50 | 1.66 | 1.27 | 0.00 | 1.45 | 2.72 | 1.63 | 0.27 | 0.99 | 1.33 | -0.95 | 0.53 | 1.71 | 0.67 | 1.46 | 2.04 | -0.55 | 0.16 | 0.54 | 0.10 | 0.82 | 1.79 | 1.41 | 4.53 | -0.46 | 2.00 | 0.93 | 2.07 | -0.76 | 1.90 | 0.42 | -0.09 | 1.13 | 2.83 | -0.06 | 1.25 | 1.39 | -0.76 | 1.18 |
| Standard Deviation(%) | NA | 8.69 | 10.08 | 11.16 | 20.81 | NA | NA | … | … | 10.36 | 12.02 | 8.66 | 8.69 | 15.80 | 8.05 | 22.21 | 55.02 | 9.67 | 5.84 | 8.54 | 9.61 | 6.75 | 7.22 | 7.74 | 14.25 | 11.01 | 16.63 | 24.48 | 9.81 | 6.80 | 6.81 | 6.97 | 9.80 | 14.74 | 11.20 | 11.54 | 10.06 | 10.49 | 10.85 | 8.78 | 6.39 | 7.73 | 5.50 | 6.11 | 10.15 | 10.84 | 8.25 | 13.44 | 21.42 | 10.12 | 7.17 | 9.94 | 10.47 | 11.93 | 10.07 | 12.35 |
| Draw Down(%) | NA | 6.78 | 11.98 | 20.88 | 32.92 | NA | NA | … | … | 6.78 | 11.98 | 4.96 | 6.94 | 20.68 | 3.63 | 25.33 | 32.92 | 10.90 | 4.02 | 5.82 | 8.15 | 4.60 | 4.79 | 5.97 | 11.92 | 9.26 | 17.43 | 33.44 | 5.97 | 5.27 | 4.54 | 5.40 | 9.26 | 19.69 | 13.09 | 10.36 | 9.92 | 10.60 | 7.04 | 3.85 | 2.30 | 8.50 | 2.17 | 3.82 | 4.27 | 13.46 | 5.19 | 7.15 | 24.12 | 5.86 | 4.41 | 8.13 | 6.59 | 8.37 | 11.58 | 9.76 |
| Yield(%) | 0.00 | 11.56 | 10.03 | 8.07 | 8.24 | 8.59 | 7.96 | … | … | 0.53 | 11.97 | 11.21 | 6.47 | 6.49 | 9.54 | 7.90 | 5.45 | 8.35 | 2.62 | 4.76 | 6.11 | 6.63 | 7.24 | 4.43 | 3.02 | 2.92 | 3.62 | 3.19 | 7.73 | 7.76 | 6.25 | 6.20 | 3.07 | 3.08 | 7.35 | 9.25 | 8.98 | 12.05 | 10.33 | 8.85 | 6.45 | 4.47 | 6.77 | 5.86 | 8.56 | 5.61 | 10.19 | 4.64 | 6.99 | 6.51 | 7.52 | 7.41 | 8.18 | 8.89 | 8.05 | 7.99 |
Data as of 06/11/2026, Common starting date is 02/26/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWELX (VANGUARD WELLINGTON FUND INVESTOR SHARES) |
-5.79%
Feb 2006 – Feb 2009 |
-0.22%
Feb 2004 – Feb 2009 |
3.48%
Feb 1999 – Feb 2009 |
6.13%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWELX (VANGUARD WELLINGTON FUND INVESTOR SHARES) |
24.53%
Jul 1984 – Jul 1987 |
23.09%
Jul 1982 – Jul 1987 |
15.39%
Jul 1982 – Jul 1992 |
15.75%
Jul 1982 – Jul 1997 |
Annualized Rolling Returns Comparison Chart