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 +12.23% over the past year and +1.81% YTD, with dividends reinvested. Since Dec. 16, 1994, VSMGX is up +390.28% in real purchasing-power return, or +5.19%/yr, and is currently āˆ’1.79% below its real total-return high on May 14, 2026.

Fri 1994-12-16? to Tue 2026-05-19 YTD
Return 		1 Year
Return
VSMGX × 		+1.81%
2026-05-19 		+12.23%
2026-05-19
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund

Returns

Fri 1994-12-16? to Tue 2026-05-19 Overall
Return 		Exponential
Trendline
VSMGX × 		+390.28%
+5.19%/yr 		+3.98%/yr
(R2=0.913)
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund

Growth of $10,000

Fri 1994-12-16? to Tue 2026-05-19 Start
Value 		End
Value
VSMGX × 		$10,000.00
1994-12-16 		$49,027.62
2026-05-19
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund

Annual Returns

Year VSMGX
2026 (YTD) +1.81%
2025 +13.23%
2024 +7.19%
2023 +11.77%
2022 āˆ’21.12%
2021 +2.84%
2020 +12.07%
2019 +16.71%
2018 āˆ’6.68%
2017 +12.66%
2016 +4.97%
2015 āˆ’1.28%
2014 +6.27%
2013 +13.35%
2012 +9.84%
2011 āˆ’2.61%
2010 +11.64%
2009 +17.16%
2008 āˆ’26.55%
2007 +3.11%
2006 +10.52%
2005 +2.18%
2004 +8.23%
2003 +20.14%
2002 āˆ’12.42%
2001 āˆ’5.87%
2000 āˆ’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 Tue 2026-05-19 Current
Drawdown 		Worst
Drawdown
VSMGX × 		āˆ’1.79%
from 2026-05-14 peak 		āˆ’42.06%
2009-03-09
from 2007-10-31 peak
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund

Rolling Returns

Period ending Tue 2026-05-19 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
VSMGX × 		+12.23% +20.10%
+9.57%/yr 		+33.07%
+9.99%/yr 		+11.08%
+2.12%/yr 		+62.01%
+4.94%/yr
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund