All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

VSMGX: Total Return Chart (with Dividends Reinvested)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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

Rolling Returns

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