All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 1995-05-26? to Thu 2025-07-03 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VSMGX × |
+5.07%
2025-07-03 |
4.469 TRR
2025-07-03 |
||||
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||
VASIX × |
+1.97%
2025-07-03 |
2.26 TRR
2025-07-03 |
||||
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund | ||||||
Fri 1995-05-26? to Thu 2025-07-03 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VSMGX × |
+295.76%
+4.68%/yr |
+3.87%/yr
(R2=0.906) |
||||
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||
VASIX × |
+126.02%
+2.75%/yr |
+2.54%/yr
(R2=0.873) |
||||
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund | ||||||
Fri 1995-05-26? to Thu 2025-07-03 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VSMGX × |
$10,000.00
1995-05-26 |
$39,575.97
2025-07-03 |
||||
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||
VASIX × |
$10,000.00
1995-05-26 |
$22,602.24
2025-07-03 |
||||
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund | ||||||
Year | VSMGX | VASIX |
---|---|---|
2025 (YTD) | +5.07% | +1.97% |
2024 | +7.21% | +1.80% |
2023 | +11.76% | +5.95% |
2022 | −21.13% | −19.18% |
2021 | +2.86% | −4.80% |
2020 | +12.06% | +7.62% |
2019 | +16.69% | +9.58% |
2018 | −6.68% | −2.87% |
2017 | +12.66% | +4.71% |
2016 | +4.96% | +2.48% |
2015 | −1.26% | −0.47% |
2014 | +6.26% | +5.93% |
2013 | +13.35% | +1.87% |
2012 | +9.86% | +4.75% |
2011 | −2.62% | +0.76% |
2010 | +11.65% | +7.77% |
2009 | +17.15% | +9.11% |
2008 | −26.54% | −10.54% |
2007 | +3.10% | +2.45% |
2006 | +10.51% | +5.25% |
2005 | +2.18% | −0.17% |
2004 | +8.24% | +4.30% |
2003 | +20.13% | +8.78% |
2002 | −12.44% | −2.29% |
2001 | −5.89% | +2.64% |
2000 | −4.11% | +4.50% |
1999 | +9.17% | +0.24% |
1998 | +17.43% | +11.51% |
1997 | +17.72% | +12.32% |
1996 | +9.07% | +4.20% |
1995 | +23.45% | +8.81% |
1994 | +2.03% | — |
Fri 1995-05-26? to Thu 2025-07-03 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VSMGX × | −2.30% |
−42.06%
2009-03-09 |
||||
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||
VASIX × | −15.37% |
−26.38%
2022-10-20 |
||||
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund | ||||||