All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
VSMGX total return snapshot: VSMGX returned +17.04% over the past year and +7.00% YTD, with dividends reinvested. Since Dec. 16, 1994, VSMGX is up +1,015.40% in nominal total return, or +7.96%/yr, and is currently −1.15% below its total-return high on Jun. 2, 2026.
Data ending Fri Jun. 12, 2026
| Fri 1994-12-16💬 to Fri 2026-06-12 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| VSMGX × |
+7.00%
2026-06-12 |
+17.04%
2026-06-12 |
||||
| Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||
| Fri 1994-12-16💬 to Fri 2026-06-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VSMGX × |
+1,015.40%
+7.96%/yr |
+6.43%/yr
(R2=0.967) |
||||
| Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||
| Fri 1994-12-16💬 to Fri 2026-06-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VSMGX × |
$10,000.00
1994-12-16 |
$111,539.85
2026-06-12 |
||||
| Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||
| Year | VSMGX |
|---|---|
| 2026 (YTD) | +7.00% |
| 2025 | +16.26% |
| 2024 | +10.28% |
| 2023 | +15.51% |
| 2022 | −16.01% |
| 2021 | +10.08% |
| 2020 | +13.59% |
| 2019 | +19.37% |
| 2018 | −4.90% |
| 2017 | +15.04% |
| 2016 | +7.14% |
| 2015 | −0.56% |
| 2014 | +7.07% |
| 2013 | +15.06% |
| 2012 | +11.75% |
| 2011 | +0.28% |
| 2010 | +13.31% |
| 2009 | +20.35% |
| 2008 | −26.49% |
| 2007 | +7.33% |
| 2006 | +13.30% |
| 2005 | +5.68% |
| 2004 | +11.76% |
| 2003 | +22.40% |
| 2002 | −10.34% |
| 2001 | −4.42% |
| 2000 | −0.86% |
| 1999 | +12.10% |
| 1998 | +19.34% |
| 1997 | +19.65% |
| 1996 | +12.72% |
| 1995 | +26.58% |
| 1994 | +2.04% |
| Fri 1994-12-16💬 to Fri 2026-06-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VSMGX × |
−1.15%
from 2026-06-02 peak |
−41.12%
2009-03-09 from 2007-10-31 peak |
||||
| Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||
| Period ending Fri 2026-06-12 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| VSMGX × | +17.04% |
+29.65% +13.86%/yr |
+46.80% +13.65%/yr |
+36.97% +6.49%/yr |
+125.22% +8.46%/yr |
|
| Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||