All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
VSMGX total return snapshot: VSMGX returned +15.09% over the past year and +9.46% YTD, with dividends reinvested. Since Dec. 16, 1994, VSMGX is up +1,041.05% in nominal total return, or +7.99%/yr, and is currently −0.19% below its total-return high on Aug. 13, 2026.
Data ending Fri Aug. 14, 2026
| Fri 1994-12-16💬 to Fri 2026-08-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VSMGX × |
+1,041.05%
+7.99%/yr |
+6.44%/yr
R2=0.967 |
||||
| Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||
| Fri 1994-12-16💬 to Fri 2026-08-14 |
Start
Value |
End
Value |
|---|---|---|
| VSMGX × |
$10,000.00
1994-12-16 |
$114,104.79
2026-08-14 |
| YTD | YoY | |
|---|---|---|
| VSMGX × | +9.46% | +15.09% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VSMGX × |
−0.19%
on 2026-08-14 from 2026-08-13 peak |
−41.12%
on 2009-03-09 from 2007-10-31 peak |
| Period ending Fri 2026-08-14 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VSMGX × | +15.09% |
+30.41% +14.20%/yr |
+48.88% +14.19%/yr |
+37.88% +6.64%/yr |
+121.91% +8.30%/yr |
| Year | VSMGX |
|---|---|
| 2026 (YTD) | +9.46% |
| 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 | +19.64% |
| 1996 | +12.72% |
| 1995 | +26.58% |
| 1994 | +2.04% |
