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 2024-07-19 YTD
Return
TRR
Price
VSMGX
×
+4.47%
2024-07-19
4.25 TRR
2024-07-19
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
+0.07%
2024-07-19
2.219 TRR
2024-07-19
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Returns

Fri 1995-05-26? to Fri 2024-07-19 Overall
Return
Exponential
Trendline
VSMGX
×
+276.39%
+4.65%/yr
+3.99%/yr
(R2=0.907)
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
+121.95%
+2.77%/yr
+2.74%/yr
(R2=0.884)
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Growth of $10,000

Fri 1995-05-26? to Fri 2024-07-19 Start
Value
End
Value
VSMGX
×
$10,000.00
1995-05-26
$37,638.55
2024-07-19
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
$10,000.00
1995-05-26
$22,194.91
2024-07-19
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Annual Returns

Year VSMGX VASIX
2024 (YTD) +4.47% +0.07%
2023 +11.76% +5.94%
2022 −21.12% −19.15%
2021 +2.85% −4.78%
2020 +12.08% +7.67%
2019 +16.71% +9.53%
2018 −6.70% −2.86%
2017 +12.68% +4.72%
2016 +4.96% +2.48%
2015 −1.30% −0.52%
2014 +6.27% +6.00%
2013 +13.35% +1.82%
2012 +9.85% +4.78%
2011 −2.59% +0.74%
2010 +11.61% +7.83%
2009 +17.21% +9.06%
2008 −26.60% −10.59%
2007 +3.15% +2.56%
2006 +10.50% +5.21%
2005 +2.17% −0.17%
2004 +8.22% +4.29%
2003 +20.14% +8.75%
2002 −12.42% −2.23%
2001 −5.88% +2.58%
2000 −2.03% +5.68%
1999 +11.11% +2.03%
1998 +19.70% +13.26%
1997 +15.90% +11.43%
1996 +7.21% +2.35%
1995 +23.45% +8.81%
1994 +2.04%

Drawdowns

Fri 1995-05-26? to Fri 2024-07-19 Current
Drawdown
Worst
Drawdown
VSMGX
×
−9.38% −42.03%
2009-03-09
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
−18.39% −26.42%
2022-10-20
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund