All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

VSMGX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

VSMGX real return snapshot: after CPI-U inflation, VSMGX returned +12.42% over the past year and +2.64% YTD, with dividends reinvested. Since Dec. 16, 1994, VSMGX is up +394.26% in real purchasing-power return, or +5.21%/yr, and is currently −2.22% below its real total-return high on Jun. 2, 2026.

Fri 1994-12-16💬 to Mon 2026-06-08 YTD
Return 		1 Year
Return
VSMGX × 		+2.64%
2026-06-08 		+12.42%
2026-06-08
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund

Returns

Fri 1994-12-16💬 to Mon 2026-06-08 Overall
Return 		Exponential
Trendline
VSMGX × 		+394.26%
+5.21%/yr 		+3.98%/yr
(R2=0.914)
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund

Growth of $10,000

Fri 1994-12-16💬 to Mon 2026-06-08 Start
Value 		End
Value
VSMGX × 		$10,000.00
1994-12-16 		$49,426.46
2026-06-08
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund

Annual Returns

Year VSMGX
2026 (YTD) +2.64%
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%

Drawdowns

Fri 1994-12-16💬 to Mon 2026-06-08 Current
Drawdown 		Worst
Drawdown
VSMGX × 		−2.22%
from 2026-06-02 peak 		−42.06%
2009-03-09
from 2007-10-31 peak
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund

Rolling Returns

Period ending Mon 2026-06-08 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
VSMGX × 		+12.42% +21.48%
+10.22%/yr 		+32.85%
+9.93%/yr 		+9.81%
+1.89%/yr 		+58.44%
+4.71%/yr
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund