All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
VSMGX real return snapshot: after CPI-U inflation, VSMGX returned +11.84% over the past year and +5.54% YTD, with dividends reinvested. Since Dec. 16, 1994, VSMGX is up +408.27% in real purchasing-power return, or +5.27%/yr, and is currently at its real total-return high.
Data ending Fri Aug. 7, 2026
| Fri 1994-12-16💬 to Fri 2026-08-07 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VSMGX × |
+408.27%
+5.27%/yr |
+3.99%/yr
R2=0.915 |
||||
| Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||
| Fri 1994-12-16💬 to Fri 2026-08-07 |
Start
Value |
End
Value |
|---|---|---|
| VSMGX × |
$10,000.00
1994-12-16 |
$50,826.51
2026-08-07 |
| YTD | YoY | |
|---|---|---|
| VSMGX × | +5.54% | +11.84% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VSMGX × |
—
on 2026-08-07 |
−42.06%
on 2009-03-09 from 2007-10-31 peak |
| Period ending Fri 2026-08-07 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VSMGX × | +11.84% |
+25.68% +12.11%/yr |
+34.38% +10.35%/yr |
+12.48% +2.38%/yr |
+59.95% +4.81%/yr |
| Year | VSMGX |
|---|---|
| 2026 (YTD) | +5.54% |
| 2025 | +13.23% |
| 2024 | +7.19% |
| 2023 | +11.77% |
| 2022 | −21.12% |
| 2021 | +2.84% |
| 2020 | +12.07% |
| 2019 | +16.71% |
| 2018 | −6.68% |
| 2017 | +12.66% |
| 2016 | +4.97% |
| 2015 | −1.28% |
| 2014 | +6.27% |
| 2013 | +13.35% |
| 2012 | +9.84% |
| 2011 | −2.61% |
| 2010 | +11.64% |
| 2009 | +17.16% |
| 2008 | −26.55% |
| 2007 | +3.11% |
| 2006 | +10.52% |
| 2005 | +2.18% |
| 2004 | +8.23% |
| 2003 | +20.14% |
| 2002 | −12.42% |
| 2001 | −5.87% |
| 2000 | −4.11% |
| 1999 | +9.17% |
| 1998 | +17.45% |
| 1997 | +17.64% |
| 1996 | +9.10% |
| 1995 | +23.44% |
| 1994 | +2.04% |
