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

Total Real Returns

VSMGX vs. VSCGX vs. VASIX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Fri 1995-05-26πŸ’¬ to Mon 2026-09-21 Overall
Return
Exponential
Trendline
VSMGX
×
+347.59%
+4.90%/yr
+3.92%/yr
R2=0.916
Vanguard Lifestrategy Moderate Growth Fund Investor Shares Mutual Fund
VSCGX
×
+238.78%
+3.97%/yr
+3.27%/yr
R2=0.918
Vanguard Lifestrategy Conservative Growth Fund Investor Shares Mutual Fund
VASIX
×
+133.22%
+2.74%/yr
+2.45%/yr
R2=0.869
Vanguard Lifestrategy Income Fund Investor Shares Mutual Fund

Growth of $10,000 Summary

Fri 1995-05-26πŸ’¬ to Mon 2026-09-21 Start
Value
End
Value
VSMGX
×
$10,000.00
1995-05-26
$44,759.10
2026-09-21
VSCGX
×
$10,000.00
1995-05-26
$33,877.96
2026-09-21
VASIX
×
$10,000.00
1995-05-26
$23,322.31
2026-09-21

This Year’s Performance

through 2026-09-21

  YTD YoY
VSMGX
×
+4.95% +7.77%
VSCGX
×
+1.85% +3.98%
VASIX
×
βˆ’1.23% +0.29%

Drawdowns

  Current
Drawdown
Worst
Drawdown
VSMGX
×
βˆ’1.25%
on 2026-09-21
from 2026-08-13 peak
βˆ’42.06%
on 2009-03-09
from 2007-10-31 peak
VSCGX
×
βˆ’1.33%
on 2026-09-21
from 2026-08-13 peak
βˆ’31.76%
on 2009-03-09
from 2007-10-31 peak
VASIX
×
βˆ’12.69%
on 2026-09-21
from 2021-01-20 peak
βˆ’26.41%
on 2022-10-20
from 2021-01-20 peak

Rolling Returns

Period ending Mon 2026-09-21 1 yr 2 yr 3 yr 5 yr 10 yr
VSMGX
×
+7.77% +17.75%
+8.51%/yr
+38.63%
+11.50%/yr
+13.21%
+2.51%/yr
+58.86%
+4.74%/yr
VSCGX
×
+3.98% +10.43%
+5.09%/yr
+26.30%
+8.10%/yr
+1.30%
+0.26%/yr
+28.68%
+2.55%/yr
VASIX
×
+0.29% +3.31%
+1.64%/yr
+14.68%
+4.67%/yr
βˆ’9.79%
βˆ’2.04%/yr
+3.03%
+0.30%/yr

Annual Returns

Year VSMGX VSCGX VASIX
2026 (YTD) +4.95% +1.85% βˆ’1.23%
2025 +13.23% +9.93% +6.57%
2024 +7.19% +4.51% +1.74%
2023 +11.77% +8.85% +5.95%
2022 βˆ’21.12% βˆ’20.17% βˆ’19.16%
2021 +2.84% βˆ’0.93% βˆ’4.79%
2020 +12.07% +10.01% +7.66%
2019 +16.71% +13.11% +9.55%
2018 βˆ’6.68% βˆ’4.77% βˆ’2.90%
2017 +12.66% +8.69% +4.77%
2016 +4.97% +3.76% +2.47%
2015 βˆ’1.28% βˆ’0.90% βˆ’0.51%
2014 +6.27% +6.16% +5.96%
2013 +13.35% +7.47% +1.87%
2012 +9.84% +7.32% +4.73%
2011 βˆ’2.61% βˆ’1.16% +0.79%
2010 +11.64% +9.50% +7.76%
2009 +17.16% +13.98% +9.13%
2008 βˆ’26.55% βˆ’19.59% βˆ’10.61%
2007 +3.11% +2.77% +2.51%
2006 +10.52% +7.90% +5.28%
2005 +2.18% +0.99% βˆ’0.19%
2004 +8.23% +5.98% +4.30%
2003 +20.14% +14.42% +8.73%
2002 βˆ’12.42% βˆ’7.57% βˆ’2.21%
2001 βˆ’5.87% βˆ’1.53% +2.56%
2000 βˆ’4.11% βˆ’0.24% +4.55%
1999 +9.17% +5.13% +0.23%
1998 +17.45% +19.45% +11.51%
1997 +17.64% +14.62% +12.32%
1996 +9.10% +6.82% +4.21%
1995 +23.44% +20.84% +8.80%
1994 +2.04% +2.86%