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 Mon 2025-03-10 YTD
Return
TRR
Price
VSMGX
×
−0.79%
2025-03-10
3.661 TRR
2025-03-10
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund

Returns

Fri 1994-12-16? to Mon 2025-03-10 Overall
Return
Exponential
Trendline
VSMGX
×
+266.08%
+4.39%/yr
+3.67%/yr
(R2=0.892)
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund

Growth of $10,000

Fri 1994-12-16? to Mon 2025-03-10 Start
Value
End
Value
VSMGX
×
$10,000.00
1994-12-16
$36,607.56
2025-03-10
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund

Annual Returns

Year VSMGX
2025 (YTD) −0.79%
2024 +2.79%
2023 +10.21%
2022 −21.55%
2021 +0.88%
2020 +10.11%
2019 +16.64%
2018 −8.03%
2017 +12.50%
2016 +4.90%
2015 −2.92%
2014 +5.59%
2013 +13.00%
2012 +7.95%
2011 −2.79%
2010 +11.46%
2009 +17.19%
2008 −26.58%
2007 +3.04%
2006 +10.49%
2005 +2.20%
2004 +8.24%
2003 +20.14%
2002 −12.45%
2001 −6.24%
2000 −2.02%
1999 +11.08%
1998 +19.67%
1997 +15.89%
1996 +7.22%
1995 +23.47%
1994 +2.04%

Drawdowns

Fri 1994-12-16? to Mon 2025-03-10 Current
Drawdown
Worst
Drawdown
VSMGX
×
−14.91% −42.12%
2009-03-09
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund