ETF · real data, updated daily
VWENX · Vanguard Wellington Fund Admiral Shares
Over the last 15 years (2011-10 to 2026-10), $10,000 invested in VWENX with dividends reinvested grew to $33,247, 8.29% a year, with a worst peak-to-trough fall of -23.14%. Past performance doesn't predict future results.
Growth of $10,000 · 2011-10 to 2026-10 · dividends reinvested
How VWENX held up in past market crashes
VWENX has been through 4 of the market crashes since 2000 in our data. Its deepest price fall was 41.5% in the 2008 financial crisis, when the S&P 500 fell 56.5%. It took 3.9 years from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.
| Crash | VWENX deepest fall | S&P 500 (SPY) | Peak to bottom | Back to peak |
|---|---|---|---|---|
| 2008 financial crisis | -41.5% | -56.5% | Oct 2007 to Mar 2009 | 3.9 years |
| 2018 fourth-quarter selloff | -17.4% | -20.2% | Sep 2018 to Dec 2018 | 10 months |
| 2020 COVID crash | -25.8% | -34.1% | Feb 2020 to Mar 2020 | 5 months |
| 2022 bear market | -21.4% | -25.4% | Jan 2022 to Oct 2022 | 3.1 years |
Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.
About VWENX
Vanguard Wellington Fund Admiral Shares is a balanced mutual fund designed to deliver a combination of long-term capital appreciation and moderate current income. As one of the industry’s most established balanced funds, it strategically allocates approximately 60% to 70% of assets to dividend-paying equities, primarily from large, established companies, while the remaining 30% to 40% is invested in high-quality, investment-grade bonds, including corporate, U.S. Treasury, agency, and mortgage-backed securities.
Fund description from our market-data provider.
Put VWENX to the test
Every tool below opens prefilled with VWENX: free, no account needed.
Backtest VWENX →
Full history, any date range, benchmarks, drawdowns, rolling returns.
Would VWENX survive 2008? →
What actually happened to it in the crisis: real drawdown and recovery.
Project it forward →
Monte Carlo simulation of where it could go from here.
Compare VWENX vs VTI →
Side by side with the total US market: returns, drawdowns and volatility over their shared history.
Replay $100/mo into VWENX →
Animated growth of steady monthly contributions.
Fundamentals →
Holdings-level financials where available.
Educational use only, not investment advice. Results are hypothetical.Read full disclaimer
This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.