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 Thu 2025-02-20 YTD
Return
TRR
Price
VSMGX
×
+2.60%
2025-02-20
3.787 TRR
2025-02-20
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
+0.86%
2025-02-20
2.019 TRR
2025-02-20
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Returns

Fri 1995-05-26? to Thu 2025-02-20 Overall
Return
Exponential
Trendline
VSMGX
×
+235.33%
+4.15%/yr
+3.58%/yr
(R2=0.894)
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
+101.90%
+2.39%/yr
+2.26%/yr
(R2=0.812)
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Growth of $10,000

Fri 1995-05-26? to Thu 2025-02-20 Start
Value
End
Value
VSMGX
×
$10,000.00
1995-05-26
$33,533.37
2025-02-20
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
$10,000.00
1995-05-26
$20,190.27
2025-02-20
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Annual Returns

Year VSMGX VASIX
2025 (YTD) +2.60% +0.86%
2024 +2.80% −0.26%
2023 +10.22% +5.93%
2022 −21.55% −19.17%
2021 +0.88% −6.53%
2020 +10.13% +7.23%
2019 +16.62% +9.53%
2018 −8.01% −3.69%
2017 +12.49% +4.68%
2016 +4.91% +2.36%
2015 −2.92% −0.89%
2014 +5.56% +5.54%
2013 +13.07% +1.29%
2012 +7.92% +1.03%
2011 −2.79% +0.14%
2010 +11.47% +7.51%
2009 +17.15% +9.16%
2008 −26.53% −10.62%
2007 +2.99% +2.28%
2006 +10.50% +4.77%
2005 +2.20% −0.15%
2004 +8.19% +4.33%
2003 +20.17% +8.71%
2002 −12.41% −2.21%
2001 −6.25% +2.35%
2000 −2.08% +5.71%
1999 +11.10% +1.97%
1998 +19.70% +13.31%
1997 +15.92% +11.41%
1996 +7.24% +2.36%
1995 +23.43% +8.80%
1994 +2.04%

Drawdowns

Fri 1995-05-26? to Thu 2025-02-20 Current
Drawdown
Worst
Drawdown
VSMGX
×
−11.98% −42.13%
2009-03-09
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
−19.62% −27.88%
2022-10-20
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund