All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 1995-05-26? to Fri 2025-05-09 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VSMGX × |
+0.28%
2025-05-09 |
4.566 TRR
2025-05-09 |
||||
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||
VASIX × |
+0.33%
2025-05-09 |
2.009 TRR
2025-05-09 |
||||
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund | ||||||
Fri 1995-05-26? to Fri 2025-05-09 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VSMGX × |
+304.36%
+4.77%/yr |
+4.03%/yr
(R2=0.911) |
||||
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||
VASIX × |
+100.87%
+2.36%/yr |
+2.23%/yr
(R2=0.806) |
||||
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund | ||||||
Fri 1995-05-26? to Fri 2025-05-09 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VSMGX × |
$10,000.00
1995-05-26 |
$40,435.77
2025-05-09 |
||||
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||
VASIX × |
$10,000.00
1995-05-26 |
$20,087.22
2025-05-09 |
||||
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund | ||||||
Year | VSMGX | VASIX |
---|---|---|
2025 (YTD) | +0.28% | +0.33% |
2024 | +7.21% | −0.26% |
2023 | +11.74% | +5.93% |
2022 | −21.11% | −19.17% |
2021 | +2.84% | −6.53% |
2020 | +12.08% | +7.23% |
2019 | +16.69% | +9.53% |
2018 | −6.67% | −3.64% |
2017 | +12.64% | +4.62% |
2016 | +4.98% | +2.43% |
2015 | −1.26% | −0.95% |
2014 | +6.24% | +5.54% |
2013 | +13.36% | +1.29% |
2012 | +9.84% | +1.09% |
2011 | −2.63% | +0.07% |
2010 | +11.64% | +7.51% |
2009 | +17.16% | +9.16% |
2008 | −26.55% | −10.62% |
2007 | +3.11% | +2.35% |
2006 | +10.56% | +4.77% |
2005 | +2.13% | −0.23% |
2004 | +8.28% | +4.33% |
2003 | +20.15% | +8.71% |
2002 | −12.43% | −2.21% |
2001 | −5.91% | +2.35% |
2000 | −2.04% | +5.71% |
1999 | +11.12% | +2.07% |
1998 | +19.70% | +13.21% |
1997 | +17.60% | +11.41% |
1996 | +9.10% | +2.37% |
1995 | +24.77% | +8.80% |
1994 | +2.05% | — |
Fri 1995-05-26? to Fri 2025-05-09 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VSMGX × | −6.75% |
−42.05%
2009-03-09 |
||||
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||
VASIX × | −20.04% |
−27.88%
2022-10-20 |
||||
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund | ||||||