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 Wed 2025-06-18 YTD
Return
TRR
Price
VSMGX
×
+3.32%
2025-06-18
4.394 TRR
2025-06-18
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund

Returns

Fri 1994-12-16? to Wed 2025-06-18 Overall
Return
Exponential
Trendline
VSMGX
×
+339.43%
+4.97%/yr
+3.95%/yr
(R2=0.905)
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund

Growth of $10,000

Fri 1994-12-16? to Wed 2025-06-18 Start
Value
End
Value
VSMGX
×
$10,000.00
1994-12-16
$43,943.02
2025-06-18
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund

Annual Returns

Year VSMGX
2025 (YTD) +3.32%
2024 +7.21%
2023 +11.74%
2022 −21.09%
2021 +2.83%
2020 +12.07%
2019 +16.71%
2018 −6.68%
2017 +12.63%
2016 +5.01%
2015 −1.30%
2014 +6.26%
2013 +13.37%
2012 +9.81%
2011 −2.57%
2010 +11.60%
2009 +17.17%
2008 −26.56%
2007 +3.15%
2006 +10.52%
2005 +2.19%
2004 +8.18%
2003 +20.15%
2002 −12.38%
2001 −5.89%
2000 −4.11%
1999 +9.19%
1998 +17.46%
1997 +17.64%
1996 +9.07%
1995 +23.44%
1994 +2.04%

Drawdowns

Fri 1994-12-16? to Wed 2025-06-18 Current
Drawdown
Worst
Drawdown
VSMGX
×
−3.93% −42.06%
2009-03-09
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund