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