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