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 2025-07-03 YTD
Return
TRR
Price
VSMGX
×
+5.07%
2025-07-03
4.469 TRR
2025-07-03
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
+1.97%
2025-07-03
2.26 TRR
2025-07-03
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Returns

Fri 1995-05-26? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
VSMGX
×
+295.76%
+4.68%/yr
+3.87%/yr
(R2=0.906)
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
+126.02%
+2.75%/yr
+2.54%/yr
(R2=0.873)
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Growth of $10,000

Fri 1995-05-26? to Thu 2025-07-03 Start
Value
End
Value
VSMGX
×
$10,000.00
1995-05-26
$39,575.97
2025-07-03
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
$10,000.00
1995-05-26
$22,602.24
2025-07-03
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Annual Returns

Year VSMGX VASIX
2025 (YTD) +5.07% +1.97%
2024 +7.21% +1.80%
2023 +11.76% +5.95%
2022 −21.13% −19.18%
2021 +2.86% −4.80%
2020 +12.06% +7.62%
2019 +16.69% +9.58%
2018 −6.68% −2.87%
2017 +12.66% +4.71%
2016 +4.96% +2.48%
2015 −1.26% −0.47%
2014 +6.26% +5.93%
2013 +13.35% +1.87%
2012 +9.86% +4.75%
2011 −2.62% +0.76%
2010 +11.65% +7.77%
2009 +17.15% +9.11%
2008 −26.54% −10.54%
2007 +3.10% +2.45%
2006 +10.51% +5.25%
2005 +2.18% −0.17%
2004 +8.24% +4.30%
2003 +20.13% +8.78%
2002 −12.44% −2.29%
2001 −5.89% +2.64%
2000 −4.11% +4.50%
1999 +9.17% +0.24%
1998 +17.43% +11.51%
1997 +17.72% +12.32%
1996 +9.07% +4.20%
1995 +23.45% +8.81%
1994 +2.03%

Drawdowns

Fri 1995-05-26? to Thu 2025-07-03 Current
Drawdown
Worst
Drawdown
VSMGX
×
−2.30% −42.06%
2009-03-09
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VASIX
×
−15.37% −26.38%
2022-10-20
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund