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 Thu 2026-01-22 YTD
Return
TRR
Price
VSMGX
×
+1.67%
2026-01-22
6.744 TRR
2026-01-22
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
+0.57%
2026-01-22
3.031 TRR
2026-01-22
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Returns

Fri 1995-05-26? to Thu 2026-01-22 Overall
Return
Exponential
Trendline
VSMGX
×
+497.29%
+6.00%/yr
+4.69%/yr
(R2=0.927)
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
+203.11%
+3.68%/yr
+3.19%/yr
(R2=0.895)
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Growth of $10,000

Fri 1995-05-26? to Thu 2026-01-22 Start
Value
End
Value
VSMGX
×
$10,000.00
1995-05-26
$59,728.58
2026-01-22
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
$10,000.00
1995-05-26
$30,311.13
2026-01-22
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Annual Returns

Year VSMGX VASIX
2026 (YTD) +1.67% +0.57%
2025 +13.21% +6.55%
2024 +12.01% +3.85%
2023 +13.37% +5.94%
2022 −20.68% −19.20%
2021 +4.87% −2.97%
2020 +14.11% +8.12%
2019 +16.74% +9.59%
2018 −5.27% −2.16%
2017 +12.83% +4.96%
2016 +5.01% +2.47%
2015 +0.41% −0.07%
2014 +6.99% +6.40%
2013 +13.68% +2.45%
2012 +11.85% +8.68%
2011 −2.48% +1.48%
2010 +11.85% +8.00%
2009 +17.12% +9.11%
2008 −26.54% −10.62%
2007 +3.21% +2.74%
2006 +10.49% +5.79%
2005 +2.24% −0.20%
2004 +8.18% +4.31%
2003 +20.17% +8.73%
2002 −12.40% −2.22%
2001 −5.56% +2.72%
2000 −0.50% +6.98%
1999 +12.65% +3.16%
1998 +23.27% +16.58%
1997 +19.42% +13.24%
1996 +11.06% +6.12%
1995 +23.45% +8.80%
1994 +2.03%

Drawdowns

Fri 1995-05-26? to Thu 2026-01-22 Current
Drawdown
Worst
Drawdown
VSMGX
×
−0.17% −41.99%
2009-03-09
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
−7.57% −25.03%
2022-10-20
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund