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 Fri 2024-12-20 YTD
Return
TRR
Price
VSMGX
×
+7.42%
2024-12-20
3.856 TRR
2024-12-20
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
+1.77%
2024-12-20
2.257 TRR
2024-12-20
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Returns

Fri 1995-05-26? to Fri 2024-12-20 Overall
Return
Exponential
Trendline
VSMGX
×
+241.54%
+4.24%/yr
+3.59%/yr
(R2=0.893)
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
+125.67%
+2.79%/yr
+2.69%/yr
(R2=0.879)
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Growth of $10,000

Fri 1995-05-26? to Fri 2024-12-20 Start
Value
End
Value
VSMGX
×
$10,000.00
1995-05-26
$34,153.59
2024-12-20
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
$10,000.00
1995-05-26
$22,567.08
2024-12-20
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Annual Returns

Year VSMGX VASIX
2024 (YTD) +7.42% +1.77%
2023 +10.24% +5.96%
2022 −21.56% −19.16%
2021 +0.87% −4.80%
2020 +10.13% +7.63%
2019 +16.62% +9.56%
2018 −8.04% −2.87%
2017 +12.48% +4.73%
2016 +4.94% +2.49%
2015 −2.93% −0.52%
2014 +5.59% +5.94%
2013 +13.04% +1.90%
2012 +7.89% +4.72%
2011 −2.76% +0.82%
2010 +11.48% +7.69%
2009 +17.19% +9.18%
2008 −26.57% −10.63%
2007 +3.01% +2.56%
2006 +10.52% +5.23%
2005 +2.18% −0.17%
2004 +8.23% +4.30%
2003 +20.12% +8.68%
2002 −12.42% −2.15%
2001 −6.25% +2.49%
2000 −2.06% +5.69%
1999 +11.12% +2.03%
1998 +19.67% +13.27%
1997 +15.95% +11.41%
1996 +7.17% +2.36%
1995 +23.44% +8.80%
1994 +2.04%

Drawdowns

Fri 1995-05-26? to Fri 2024-12-20 Current
Drawdown
Worst
Drawdown
VSMGX
×
−10.36% −42.11%
2009-03-09
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
−17.01% −26.40%
2022-10-20
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund