All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Fri 1995-05-26π¬ 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 | ||||||
| Fri 1995-05-26π¬ 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 |
| YTD | YoY | |
|---|---|---|
| VSMGX × | +4.95% | +7.77% |
| VSCGX × | +1.85% | +3.98% |
| VASIX × | β1.23% | +0.29% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VSMGX × |
β1.25%
on 2026-09-21 from 2026-08-13 peak |
β42.06%
on 2009-03-09 from 2007-10-31 peak |
| VSCGX × |
β1.33%
on 2026-09-21 from 2026-08-13 peak |
β31.76%
on 2009-03-09 from 2007-10-31 peak |
| VASIX × |
β12.69%
on 2026-09-21 from 2021-01-20 peak |
β26.41%
on 2022-10-20 from 2021-01-20 peak |
| 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 |
β9.79% β2.04%/yr |
+3.03% +0.30%/yr |
| Year | VSMGX | VSCGX | VASIX |
|---|---|---|---|
| 2026 (YTD) | +4.95% | +1.85% | β1.23% |
| 2025 | +13.23% | +9.93% | +6.57% |
| 2024 | +7.19% | +4.51% | +1.74% |
| 2023 | +11.77% | +8.85% | +5.95% |
| 2022 | β21.12% | β20.17% | β19.16% |
| 2021 | +2.84% | β0.93% | β4.79% |
| 2020 | +12.07% | +10.01% | +7.66% |
| 2019 | +16.71% | +13.11% | +9.55% |
| 2018 | β6.68% | β4.77% | β2.90% |
| 2017 | +12.66% | +8.69% | +4.77% |
| 2016 | +4.97% | +3.76% | +2.47% |
| 2015 | β1.28% | β0.90% | β0.51% |
| 2014 | +6.27% | +6.16% | +5.96% |
| 2013 | +13.35% | +7.47% | +1.87% |
| 2012 | +9.84% | +7.32% | +4.73% |
| 2011 | β2.61% | β1.16% | +0.79% |
| 2010 | +11.64% | +9.50% | +7.76% |
| 2009 | +17.16% | +13.98% | +9.13% |
| 2008 | β26.55% | β19.59% | β10.61% |
| 2007 | +3.11% | +2.77% | +2.51% |
| 2006 | +10.52% | +7.90% | +5.28% |
| 2005 | +2.18% | +0.99% | β0.19% |
| 2004 | +8.23% | +5.98% | +4.30% |
| 2003 | +20.14% | +14.42% | +8.73% |
| 2002 | β12.42% | β7.57% | β2.21% |
| 2001 | β5.87% | β1.53% | +2.56% |
| 2000 | β4.11% | β0.24% | +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% | — |