All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 1995-05-26? to Tue 2024-10-22 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VSMGX × |
+8.20%
2024-10-22 |
3.884 TRR
2024-10-22 |
||||
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||
VASIX × |
+2.36%
2024-10-22 |
2.27 TRR
2024-10-22 |
||||
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund | ||||||
Fri 1995-05-26? to Tue 2024-10-22 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VSMGX × |
+244.00%
+4.29%/yr |
+3.60%/yr
(R2=0.892) |
||||
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||
VASIX × |
+126.96%
+2.83%/yr |
+2.70%/yr
(R2=0.881) |
||||
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund | ||||||
Fri 1995-05-26? to Tue 2024-10-22 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VSMGX × |
$10,000.00
1995-05-26 |
$34,400.33
2024-10-22 |
||||
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||
VASIX × |
$10,000.00
1995-05-26 |
$22,696.27
2024-10-22 |
||||
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund | ||||||
Year | VSMGX | VASIX |
---|---|---|
2024 (YTD) | +8.20% | +2.36% |
2023 | +10.25% | +5.96% |
2022 | −21.57% | −19.17% |
2021 | +0.87% | −4.80% |
2020 | +10.14% | +7.70% |
2019 | +16.63% | +9.50% |
2018 | −8.05% | −2.87% |
2017 | +12.49% | +4.74% |
2016 | +4.90% | +2.49% |
2015 | −2.90% | −0.52% |
2014 | +5.55% | +5.95% |
2013 | +13.05% | +1.90% |
2012 | +7.90% | +4.72% |
2011 | −2.77% | +0.74% |
2010 | +11.48% | +7.77% |
2009 | +17.20% | +9.19% |
2008 | −26.58% | −10.63% |
2007 | +3.02% | +2.48% |
2006 | +10.52% | +5.32% |
2005 | +2.18% | −0.17% |
2004 | +8.24% | +4.31% |
2003 | +20.14% | +8.69% |
2002 | −12.42% | −2.24% |
2001 | −6.25% | +2.59% |
2000 | −2.06% | +5.66% |
1999 | +11.13% | +2.03% |
1998 | +19.69% | +13.26% |
1997 | +15.87% | +11.42% |
1996 | +7.27% | +2.36% |
1995 | +23.41% | +8.79% |
1994 | +2.04% | — |
Fri 1995-05-26? to Tue 2024-10-22 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VSMGX × | −9.72% |
−42.13%
2009-03-09 |
||||
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund | ||||||
VASIX × | −16.54% |
−26.41%
2022-10-20 |
||||
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund | ||||||