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 Tue 2024-10-22 YTD
Return
TRR
Price
VSMGX
×
+8.20%
2024-10-22
3.884 TRR
2024-10-22
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
+2.36%
2024-10-22
2.27 TRR
2024-10-22
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Returns

Fri 1995-05-26? to Tue 2024-10-22 Overall
Return
Exponential
Trendline
VSMGX
×
+244.00%
+4.29%/yr
+3.60%/yr
(R2=0.892)
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
+126.96%
+2.83%/yr
+2.70%/yr
(R2=0.881)
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Growth of $10,000

Fri 1995-05-26? to Tue 2024-10-22 Start
Value
End
Value
VSMGX
×
$10,000.00
1995-05-26
$34,400.33
2024-10-22
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
$10,000.00
1995-05-26
$22,696.27
2024-10-22
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Annual Returns

Year VSMGX VASIX
2024 (YTD) +8.20% +2.36%
2023 +10.25% +5.96%
2022 −21.57% −19.17%
2021 +0.87% −4.80%
2020 +10.14% +7.70%
2019 +16.63% +9.50%
2018 −8.05% −2.87%
2017 +12.49% +4.74%
2016 +4.90% +2.49%
2015 −2.90% −0.52%
2014 +5.55% +5.95%
2013 +13.05% +1.90%
2012 +7.90% +4.72%
2011 −2.77% +0.74%
2010 +11.48% +7.77%
2009 +17.20% +9.19%
2008 −26.58% −10.63%
2007 +3.02% +2.48%
2006 +10.52% +5.32%
2005 +2.18% −0.17%
2004 +8.24% +4.31%
2003 +20.14% +8.69%
2002 −12.42% −2.24%
2001 −6.25% +2.59%
2000 −2.06% +5.66%
1999 +11.13% +2.03%
1998 +19.69% +13.26%
1997 +15.87% +11.42%
1996 +7.27% +2.36%
1995 +23.41% +8.79%
1994 +2.04%

Drawdowns

Fri 1995-05-26? to Tue 2024-10-22 Current
Drawdown
Worst
Drawdown
VSMGX
×
−9.72% −42.13%
2009-03-09
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
−16.54% −26.41%
2022-10-20
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund