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

Total Real Returns

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

Fri 1995-05-26? to Fri 2025-11-21 YTD
Return
TRR
Price
VSMGX
×
+9.43%
2025-11-21
6.411 TRR
2025-11-21
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
+4.81%
2025-11-21
2.965 TRR
2025-11-21
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Returns

Fri 1995-05-26? to Fri 2025-11-21 Overall
Return
Exponential
Trendline
VSMGX
×
+467.73%
+5.86%/yr
+4.68%/yr
(R2=0.926)
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
+196.50%
+3.63%/yr
+3.21%/yr
(R2=0.895)
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Growth of $10,000

Fri 1995-05-26? to Fri 2025-11-21 Start
Value
End
Value
VSMGX
×
$10,000.00
1995-05-26
$56,772.52
2025-11-21
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
$10,000.00
1995-05-26
$29,649.65
2025-11-21
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Annual Returns

Year VSMGX VASIX
2025 (YTD) +9.43% +4.81%
2024 +12.00% +3.83%
2023 +13.32% +5.94%
2022 −20.66% −19.16%
2021 +4.88% −3.01%
2020 +14.07% +8.17%
2019 +16.78% +9.56%
2018 −5.29% −2.17%
2017 +12.82% +4.91%
2016 +5.03% +2.55%
2015 +0.45% −0.14%
2014 +6.94% +6.40%
2013 +13.67% +2.47%
2012 +11.85% +8.63%
2011 −2.43% +1.53%
2010 +11.75% +8.00%
2009 +17.21% +9.14%
2008 −26.55% −10.59%
2007 +3.20% +2.67%
2006 +10.53% +5.85%
2005 +2.21% −0.19%
2004 +8.21% +4.28%
2003 +20.11% +8.72%
2002 −12.42% −2.21%
2001 −5.47% +2.73%
2000 −0.55% +6.97%
1999 +12.71% +3.17%
1998 +23.21% +16.58%
1997 +19.42% +13.23%
1996 +11.05% +6.13%
1995 +23.43% +8.80%
1994 +2.05%

Drawdowns

Fri 1995-05-26? to Fri 2025-11-21 Current
Drawdown
Worst
Drawdown
VSMGX
×
−2.80% −42.01%
2009-03-09
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
−9.60% −25.00%
2022-10-20
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund