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

Total Real Returns

VSMGX vs. VSCGX vs. VASIX: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Fri 1995-05-26💬 to Fri 2026-10-02 Overall
Return
Exponential
Trendline
VSMGX
×
+874.85%
+7.53%/yr
+6.38%/yr
R2=0.968
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VSCGX
×
+637.31%
+6.58%/yr
+5.71%/yr
R2=0.976
Vanguard Lifestrategy Conservative Growth Fund Investor Shares Mutual Fund
VASIX
×
+407.57%
+5.32%/yr
+4.86%/yr
R2=0.973
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Growth of $10,000 Summary

Fri 1995-05-26💬 to Fri 2026-10-02 Start
Value
End
Value
VSMGX
×
$10,000.00
1995-05-26
$97,485.28
2026-10-02
VSCGX
×
$10,000.00
1995-05-26
$73,731.20
2026-10-02
VASIX
×
$10,000.00
1995-05-26
$50,757.28
2026-10-02

This Year’s Performance

through 2026-10-02

  YTD YoY
VSMGX
×
+7.33% +9.31%
VSCGX
×
+4.08% +5.56%
VASIX
×
+0.93% +1.95%

Drawdowns

  Current
Drawdown
Worst
Drawdown
VSMGX
×
−2.13%
on 2026-10-02
from 2026-08-13 peak
−41.12%
on 2009-03-09
from 2007-10-31 peak
VSCGX
×
−2.28%
on 2026-10-02
from 2026-08-13 peak
−30.64%
on 2009-03-09
from 2007-10-31 peak
VASIX
×
−2.45%
on 2026-10-02
from 2026-08-13 peak
−18.16%
on 2022-10-20
from 2021-11-09 peak

Rolling Returns

Period ending Fri 2026-10-02 1 yr 2 yr 3 yr 5 yr 10 yr
VSMGX
×
+9.31% +22.97%
+10.89%/yr
+51.41%
+14.83%/yr
+37.65%
+6.60%/yr
+117.67%
+8.09%/yr
VSCGX
×
+5.56% +15.48%
+7.46%/yr
+37.76%
+11.27%/yr
+23.15%
+4.25%/yr
+76.06%
+5.82%/yr
VASIX
×
+1.95% +8.25%
+4.04%/yr
+25.07%
+7.74%/yr
+9.79%
+1.89%/yr
+40.95%
+3.49%/yr

Annual Returns

Year VSMGX VSCGX VASIX
2026 (YTD) +7.33% +4.08% +0.93%
2025 +16.26% +12.87% +9.42%
2024 +10.28% +7.52% +4.67%
2023 +15.51% +12.50% +9.49%
2022 −16.01% −15.01% −13.94%
2021 +10.08% +6.05% +1.91%
2020 +13.59% +11.51% +9.13%
2019 +19.37% +15.69% +12.05%
2018 −4.90% −2.95% −1.05%
2017 +15.04% +10.98% +6.98%
2016 +7.14% +5.91% +4.59%
2015 −0.56% −0.17% +0.22%
2014 +7.07% +6.96% +6.76%
2013 +15.06% +9.08% +3.40%
2012 +11.75% +9.18% +6.54%
2011 +0.28% +1.77% +3.78%
2010 +13.31% +11.14% +9.38%
2009 +20.35% +17.09% +12.10%
2008 −26.49% −19.52% −10.52%
2007 +7.33% +6.98% +6.70%
2006 +13.30% +10.62% +7.93%
2005 +5.68% +4.45% +3.23%
2004 +11.76% +9.43% +7.70%
2003 +22.40% +16.57% +10.77%
2002 −10.34% −5.38% +0.11%
2001 −4.42% −0.01% +4.15%
2000 −0.86% +3.14% +8.09%
1999 +12.10% +7.95% +2.93%
1998 +19.34% +21.37% +13.30%
1997 +19.64% +16.57% +14.23%
1996 +12.72% +10.37% +7.66%
1995 +26.58% +23.91% +9.77%
1994 +2.04% +2.86% —