UK markets closed

Vanguard Wellington Inv (VWELX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
44.27-0.21 (-0.47%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.21%
5-year average return8.65%
Number of years up74
Number of years down20
Best 1-yr total return (27 Jun 2024)22.51%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return22.51%
Worst 3-yr total return4.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVWELXCategory
YTD5.93%9.69%
1-month3.34%0.91%
3-month2.80%5.21%
1-year16.13%27.06%
3-year4.34%11.00%
5-year9.13%10.26%
10-year7.98%8.34%
Last bull market16.92%15.58%
Last bear market-10.42%-12.16%

Annual total return (%) history

Year
VWELXCategory
2024
N/AN/A
2023
14.33%N/A
2022
-14.32%N/A
2021
19.01%N/A
2020
10.60%11.72%
2019
22.51%19.23%
2018
-3.42%-5.76%
2017
14.72%13.21%
2016
11.01%7.34%
2015
0.06%-1.93%
2014
9.82%6.21%
2013
19.66%16.48%
2012
12.57%11.72%
2011
3.85%-0.11%
2010
10.94%11.83%
2009
22.20%24.13%
2008
-22.30%-28.00%
2007
8.34%5.99%
2006
14.97%11.29%
2005
6.82%5.13%
2004
11.17%8.86%
2003
20.75%20.35%
2002
-6.90%-12.02%
2001
4.19%-5.05%
2000
10.40%1.82%
1999
4.41%10.71%
1998
12.06%13.52%
1997
23.23%19.63%
1996
16.19%13.70%
1995
32.92%25.63%
1994
-0.49%-2.52%
1993
13.52%11.37%
1992
7.93%7.73%
1991
23.65%24.89%
1990
-2.81%-1.10%
1989
21.60%19.04%
1988
16.11%12.38%
1987
2.28%2.33%
1986
18.40%16.43%
1985
28.53%27.31%
1984
10.70%8.22%
1983
23.57%17.96%
1982
24.55%29.46%
1981
2.90%4.32%
1980
22.58%19.48%
1979
13.54%15.00%
1978
5.32%4.67%
1977
-4.38%0.43%
1976
23.36%27.96%
1975
25.18%29.04%
1974
-17.73%-16.55%
1973
-11.83%-14.06%
1972
10.99%8.41%
1971
8.88%13.97%
1970
6.40%2.83%
1969
-7.83%-13.18%
1968
7.91%14.58%
1967
8.16%18.14%
1966
-6.61%-7.48%
1965
5.44%12.18%
1964
10.85%11.92%
1963
11.92%13.59%
1962
-5.17%-7.04%
1961
18.97%20.08%
1960
5.17%2.92%
1959
8.86%6.96%
1958
28.47%34.00%
1957
-4.30%-7.52%
1956
4.43%3.50%
1955
15.54%14.17%
1954
30.86%34.02%
1953
1.87%-0.79%
1952
10.99%9.24%
1951
12.32%11.13%
1950
12.69%15.89%
1949
16.50%14.44%
1948
3.85%0.23%
1947
-3.47%-2.48%
1946
-2.41%-5.09%
1945
23.13%27.63%
1944
19.37%21.77%
1943
24.88%28.08%
1942
16.62%12.20%
1941
-3.91%-6.93%
1940
0.16%-4.62%
1939
10.31%-1.30%
1938
19.11%18.65%
1937
-35.41%-38.37%
1936
31.33%37.04%
1935
35.33%42.49%
1934
20.33%10.39%
1933
6.83%23.87%
1932
-1.82%-2.68%
1931
-26.43%-17.90%
1930
-21.21%-17.39%
1929
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.50%N/AN/AN/A
20233.33%4.15%-3.10%9.65%
2022-6.37%-10.42%-4.88%7.40%
20213.54%6.26%1.00%7.10%
2020-13.79%11.98%5.91%8.18%
20198.64%3.89%3.18%5.19%
2018-1.90%0.76%4.81%-6.78%
20173.43%2.65%3.39%4.52%
20161.91%3.05%2.46%3.18%
20150.85%-0.54%-4.12%4.04%
20142.36%4.00%0.02%3.14%
20137.05%1.55%3.55%6.30%
20127.55%-0.97%4.69%0.96%
20114.16%0.92%-8.70%8.22%
20103.68%-6.75%8.51%5.74%
2009-7.09%13.12%11.33%4.44%
2008-3.92%-1.66%-7.94%-10.66%
20071.14%4.91%3.01%-0.88%
20062.99%0.69%5.07%5.51%
2005-0.53%1.71%4.22%1.31%
20042.19%0.41%1.65%6.58%
2003-3.35%12.55%1.37%9.50%
20023.30%-4.58%-11.04%6.17%
2001-0.26%3.55%-5.68%6.96%
2000-1.45%0.25%4.66%6.77%
19990.07%7.44%-5.25%2.50%
19987.81%1.01%-4.24%7.45%
19970.47%12.19%6.27%2.88%
19963.27%1.44%4.01%6.63%
19958.37%8.65%6.61%5.89%
1994-3.86%1.48%3.39%-1.34%
19935.20%2.82%2.86%2.03%
1992-1.61%3.83%2.94%2.63%
19919.42%1.23%5.33%5.97%
1990-3.40%3.01%-9.48%7.90%
19896.15%6.85%5.51%1.63%
19886.98%5.18%1.12%2.05%
198713.96%2.05%0.36%-12.37%
198611.49%4.22%-2.48%4.49%
19856.58%8.50%-1.81%13.19%
1984-0.23%-4.06%10.34%4.81%
198310.29%7.47%2.97%1.26%
1982-2.54%-0.78%14.44%12.54%
19812.26%0.10%-8.38%9.73%
1980-4.24%16.02%4.36%5.73%
19796.53%3.56%5.59%-2.53%
1978-3.88%5.38%8.12%-3.83%
1977-4.32%3.35%-3.25%-0.05%
197612.59%2.97%2.42%3.90%
197513.35%11.28%-8.12%8.01%
1974-3.65%-7.69%-15.63%9.64%
1973-5.39%-6.20%5.42%-5.76%
19723.05%-1.68%3.65%5.70%
19717.83%-2.73%-0.70%4.54%
1970-0.89%-14.13%14.33%9.35%
1969-2.56%-3.18%-3.29%1.03%
1968-4.89%9.92%3.60%-0.37%
19677.82%-2.10%3.36%-0.86%
1966-3.84%-2.41%-6.64%6.59%
19651.79%-1.14%4.10%0.65%
19643.67%2.63%3.31%0.85%
19633.42%2.53%2.63%2.85%
1962-1.74%-13.70%3.45%8.10%
196110.02%0.45%2.77%4.76%
1960-2.46%3.43%-2.22%6.62%
19591.79%3.79%-1.67%4.78%
19584.67%6.09%6.36%8.77%
1957-0.46%3.97%-6.30%-1.31%
19565.15%-0.21%-3.23%2.84%
19552.62%7.68%-0.09%4.66%
19547.11%5.38%5.96%9.42%
1953-1.44%-2.94%0.92%5.52%
19523.25%1.96%-0.10%5.54%
19513.10%-0.31%7.54%1.62%
19502.35%-0.77%6.19%4.50%
19493.56%-1.44%7.40%6.27%
19481.80%4.90%-3.69%0.97%
1947-0.99%-0.89%0.68%-2.29%
19464.60%1.45%-11.32%3.72%
19452.96%7.39%3.79%7.28%
19444.84%6.39%0.93%6.03%
194318.54%5.61%-0.24%0.00%
1942-1.63%1.85%7.38%8.40%
1941-0.15%0.90%4.95%-9.12%
19400.55%-13.99%9.26%5.99%
1939-7.45%1.65%18.45%-1.01%
1938-12.74%23.35%0.39%10.23%
19371.69%-11.94%-11.28%-18.70%
19369.20%1.16%9.66%8.41%
1935-4.55%19.47%6.95%10.97%
193416.09%-0.68%-3.70%8.37%
1933-13.74%43.11%-12.28%-1.34%
1932-4.30%-23.25%47.66%-9.48%
193110.64%-3.71%-27.18%-5.16%
19307.77%-10.48%-2.11%-16.58%
1929-4.28%N/AN/AN/A

Rank in category (by total return)

YTD28
1-month40
3-month28
1-year33
3-year17
5-year21

Load adjusted returns

1-year16.13%
3-year4.34%
5-year9.13%
10-year7.98%