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

Total Real Returns

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

Growth of $10,000

Fri 1995-05-26💬 to Tue 2026-10-20 Overall
Return 		Exponential
Trendline
VSMGX × 		+338.50%
+4.82%/yr 		+3.93%/yr
R2=0.917
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX × 		+130.08%
+2.69%/yr 		+2.44%/yr
R2=0.868
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Growth of $10,000 Summary

Fri 1995-05-26💬 to Tue 2026-10-20 Start
Value 		End
Value
VSMGX × 		$10,000.00
1995-05-26 		$43,850.34
2026-10-20
VASIX × 		$10,000.00
1995-05-26 		$23,008.11
2026-10-20

This Year’s Performance

through 2026-10-20

  YTD YoY
VSMGX × 		+2.82% +4.18%
VASIX × 		−2.56% −2.16%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
VSMGX × 		−3.26%
on 2026-10-20
from 2026-08-13 peak 		−42.06%
on 2009-03-09
from 2007-10-31 peak
VASIX × 		−13.87%
on 2026-10-20
from 2021-01-20 peak 		−26.41%
on 2022-10-20
from 2021-01-20 peak

Rolling Returns

Period ending Tue 2026-10-20 1 yr 2 yr 3 yr 5 yr 10 yr
VSMGX × 		+4.18% +14.40%
+6.96%/yr 		+39.85%
+11.83%/yr 		+10.03%
+1.93%/yr 		+56.90%
+4.61%/yr
VASIX × 		−2.16% +2.40%
+1.19%/yr 		+15.88%
+5.03%/yr 		−9.95%
−2.07%/yr 		+2.13%
+0.21%/yr

Annual Returns

Year VSMGX VASIX
2026 (YTD) +2.82% −2.56%
2025 +13.23% +6.57%
2024 +7.19% +1.74%
2023 +11.77% +5.95%
2022 −21.12% −19.16%
2021 +2.84% −4.79%
2020 +12.07% +7.66%
2019 +16.71% +9.55%
2018 −6.68% −2.90%
2017 +12.66% +4.77%
2016 +4.97% +2.47%
2015 −1.28% −0.51%
2014 +6.27% +5.96%
2013 +13.35% +1.87%
2012 +9.84% +4.73%
2011 −2.61% +0.79%
2010 +11.64% +7.76%
2009 +17.16% +9.13%
2008 −26.55% −10.61%
2007 +3.11% +2.50%
2006 +10.52% +5.28%
2005 +2.18% −0.19%
2004 +8.23% +4.30%
2003 +20.14% +8.73%
2002 −12.42% −2.21%
2001 −5.87% +2.56%
2000 −4.11% +4.55%
1999 +9.17% +0.23%
1998 +17.45% +11.51%
1997 +17.64% +12.32%
1996 +9.10% +4.21%
1995 +23.44% +8.80%
1994 +2.04% —