• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up0.29% Nasdaq Up6.19%

    Vanguard Wellington Inv (VWELX)

    38.99 Up 0.11(0.28%) Jul 22

    Performance Overview as of Jun 29, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:5.00
    Year-to-Date Return:5.01%
    5-Year Average Return:8.96%
    Number of Years Up:68
    Number of Years Down:18
    Best 1 Yr Total Return (2009-12-31):22.20%
    Worst 1 Yr Total Return (2008-12-31):-22.30%
    Best 3-Yr Total Return (N/A):13.94%
    Worst 3-Yr Total Return (N/A):-1.08%
    Load Adjusted Returns 
    1-Year:4.75%
    3-Year:8.30%
    5-Year:8.96%
    10-Year:7.40%
    Trailing Returns (%) vs. Benchmarks 
    ReturnVWELXCategoryDiffIndex*Diff
    Year To Date5.01N/AN/AN/AN/A
    1-Month0.78N/AN/AN/AN/A
    3-Month3.05N/AN/AN/AN/A
    1-Year4.75N/AN/AN/AN/A
    3-Year8.30N/AN/AN/AN/A
    5-Year8.96N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)16.29N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-10.37N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearVWELXCategoryDiff
    2016N/AN/AN/A
    2015
     
    0.06N/AN/A
    2014
     
    9.82N/AN/A
    2013
     
    19.66N/AN/A
    2012
     
    12.57N/AN/A
    2011
     
    3.85N/AN/A
    2010
     
    10.94N/AN/A
    2009
     
    22.20N/AN/A
    2008
     
    -22.30N/AN/A
    2007
     
    8.34N/AN/A
    2006
     
    14.97N/AN/A
    2005
     
    6.82N/AN/A
    2004
     
    11.17N/AN/A
    2003
     
    20.75N/AN/A
    2002
     
    -6.90N/AN/A
    2001
     
    4.19N/AN/A
    2000
     
    10.40N/AN/A
    1999
     
    4.41N/AN/A
    1998
     
    12.06N/AN/A
    1997
     
    23.23N/AN/A
    1996
     
    16.19N/AN/A
    1995
     
    32.92N/AN/A
    1994
     
    -0.49N/AN/A
    1993
     
    13.52N/AN/A
    1992
     
    7.93N/AN/A
    1991
     
    23.65N/AN/A
    1990
     
    -2.81N/AN/A
    1989
     
    21.60N/AN/A
    1988
     
    16.11N/AN/A
    1987
     
    2.28N/AN/A
    1986
     
    18.40N/AN/A
    1985
     
    28.53N/AN/A
    1984
     
    10.70N/AN/A
    1983
     
    23.57N/AN/A
    1982
     
    24.55N/AN/A
    1981
     
    2.90N/AN/A
    1980
     
    22.58N/AN/A
    1979
     
    13.54N/AN/A
    1978
     
    5.32N/AN/A
    1977
     
    -4.38N/AN/A
    1976
     
    23.36N/AN/A
    1975
     
    25.18N/AN/A
    1974
     
    -17.73N/AN/A
    1973
     
    -11.83N/AN/A
    1972
     
    10.99N/AN/A
    1971
     
    8.88N/AN/A
    1970
     
    6.40N/AN/A
    1969
     
    -7.83N/AN/A
    1968
     
    7.91N/AN/A
    1967
     
    8.16N/AN/A
    1966
     
    -6.61N/AN/A
    1965
     
    5.44N/AN/A
    1964
     
    10.85N/AN/A
    1963
     
    11.92N/AN/A
    1962
     
    -5.17N/AN/A
    1961
     
    18.97N/AN/A
    1960
     
    5.17N/AN/A
    1959
     
    8.86N/AN/A
    1958
     
    28.47N/AN/A
    1957
     
    -4.30N/AN/A
    1956
     
    4.43N/AN/A
    1955
     
    15.54N/AN/A
    1954
     
    30.86N/AN/A
    1953
     
    1.87N/AN/A
    1952
     
    10.99N/AN/A
    1951
     
    12.32N/AN/A
    1950
     
    12.69N/AN/A
    1949
     
    16.50N/AN/A
    1948
     
    3.85N/AN/A
    1947
     
    -3.47N/AN/A
    1946
     
    -2.41N/AN/A
    1945
     
    23.13N/AN/A
    1944
     
    19.37N/AN/A
    1943
     
    24.88N/AN/A
    1942
     
    16.62N/AN/A
    1941
     
    -3.91N/AN/A
    1940
     
    0.16N/AN/A
    1939
     
    10.31N/AN/A
    1938
     
    19.11N/AN/A
    1937
     
    -35.41N/AN/A
    1936
     
    31.33N/AN/A
    1935
     
    35.33N/AN/A
    1934
     
    20.33N/AN/A
    1933
     
    6.83N/AN/A
    1932
     
    -1.82N/AN/A
    1931
     
    -26.43N/AN/A
    1930
     
    -21.21N/AN/A
    1929N/AN/AN/A
    Past Quarterly Returns (%) for VWELX 
    Q1Q2Q3Q4
    20161.913.05N/AN/A
    20150.85-0.54-4.124.04
    20142.364.000.023.14
    20137.051.553.556.30
    20127.55-0.974.690.96
    20114.160.92-8.708.22
    20103.68-6.758.515.74
    2009-7.0913.1211.334.44
    2008-3.92-1.66-7.94-10.66
    20071.144.913.01-0.88
    20062.990.695.075.51
    2005-0.531.714.221.31
    20042.190.411.656.58
    2003-3.3512.551.379.50
    20023.30-4.58-11.046.17
    2001-0.263.55-5.686.96
    2000-1.450.254.666.77
    19990.077.44-5.252.50
    19987.811.01-4.247.45
    19970.4712.196.272.88
    19963.271.444.016.63
    19958.378.656.615.89
    1994-3.861.483.39-1.34
    19935.202.822.862.03
    1992-1.613.832.942.63
    19919.421.235.335.97
    1990-3.403.01-9.487.90
    19896.156.855.511.63
    19886.985.181.122.05
    198713.962.050.36-12.37
    198611.494.22-2.484.49
    19856.588.50-1.8113.19
    1984-0.23-4.0610.344.81
    198310.297.472.971.26
    1982-2.54-0.7814.4412.54
    19812.260.10-8.389.73
    1980-4.2416.024.365.73
    19796.533.565.59-2.53
    1978-3.885.388.12-3.83
    1977-4.323.35-3.25-0.05
    197612.592.972.423.90
    197513.3511.28-8.128.01
    1974-3.65-7.69-15.639.64
    1973-5.39-6.205.42-5.76
    19723.05-1.683.655.70
    19717.83-2.73-0.704.54
    1970-0.89-14.1314.339.35
    1969-2.56-3.18-3.291.03
    1968-4.899.923.60-0.37
    19677.82-2.103.36-0.86
    1966-3.84-2.41-6.646.59
    19651.79-1.144.100.65
    19643.672.633.310.85
    19633.422.532.632.85
    1962-1.74-13.703.458.10
    196110.020.452.774.76
    1960-2.463.43-2.226.62
    19591.793.79-1.674.78
    19584.676.096.368.77
    1957-0.463.97-6.30-1.31
    19565.15-0.21-3.232.84
    19552.627.68-0.094.66
    19547.115.385.969.42
    1953-1.44-2.940.925.52
    19523.251.96-0.105.54
    19513.10-0.317.541.62
    19502.35-0.776.194.50
    19493.56-1.447.406.27
    19481.804.90-3.690.97
    1947-0.99-0.890.68-2.29
    19464.601.45-11.323.72
    19452.967.393.797.28
    19444.846.390.936.03
    194318.545.61-0.240.00
    1942-1.631.857.388.40
    1941-0.150.904.95-9.12
    19400.55-13.999.265.99
    1939-7.451.6518.45-1.01
    1938-12.7423.350.3910.23
    19371.69-11.94-11.28-18.70
    19369.201.169.668.41
    1935-4.5519.476.9510.97
    193416.09-0.68-3.708.37
    1933-13.7443.11-12.28-1.34
    1932-4.30-23.2547.66-9.48
    193110.64-3.71-27.18-5.16
    19307.77-10.48-2.11-16.58
    1929-4.28N/AN/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date17N/A
    1-Month28N/A
    3-Month15N/A
    6-Month17N/A
    1-Year5N/A
    3-Year7N/A
    5-Year5N/A