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)

Fri 1994-12-16? to Thu 2025-12-18 YTD
Return
TRR
Price
VSMGX
×
+12.15%
2025-12-18
6.57 TRR
2025-12-18
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund

Returns

Fri 1994-12-16? to Thu 2025-12-18 Overall
Return
Exponential
Trendline
VSMGX
×
+557.04%
+6.26%/yr
+4.77%/yr
(R2=0.925)
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund

Growth of $10,000

Fri 1994-12-16? to Thu 2025-12-18 Start
Value
End
Value
VSMGX
×
$10,000.00
1994-12-16
$65,704.30
2025-12-18
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund

Annual Returns

Year VSMGX
2025 (YTD) +12.15%
2024 +11.99%
2023 +13.35%
2022 −20.67%
2021 +4.91%
2020 +14.07%
2019 +16.78%
2018 −5.31%
2017 +12.84%
2016 +5.00%
2015 +0.45%
2014 +6.98%
2013 +13.68%
2012 +11.85%
2011 −2.51%
2010 +11.81%
2009 +17.21%
2008 −26.56%
2007 +3.21%
2006 +10.51%
2005 +2.22%
2004 +8.17%
2003 +20.23%
2002 −12.48%
2001 −5.50%
2000 −0.55%
1999 +12.78%
1998 +23.18%
1997 +19.42%
1996 +11.05%
1995 +23.45%
1994 +2.04%

Drawdowns

Fri 1994-12-16? to Thu 2025-12-18 Current
Drawdown
Worst
Drawdown
VSMGX
×
−0.89% −41.99%
2009-03-09
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund