Nasdaq - Delayed Quote USD

Vanguard LifeStrategy Mod Gr Inv Shrs (VSMGX)

30.84 -0.11 (-0.36%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.64%
5y Average Return 5.91%
Number of Years Up 22
Number of Years Down 7
Best 1Y Total Return (Apr 24, 2024) 20.33%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 20.33%
Worst 3Y Total Return 1.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VSMGX
Category
YTD
4.37%
9.69%
1-Month
2.25%
0.91%
3-Month
4.37%
5.21%
1-Year
14.24%
27.06%
3-Year
3.02%
11.00%
5-Year
6.83%
10.26%
10-Year
6.36%
8.34%
Last Bull Market
21.34%
15.58%
Last Bear Market
-11.18%
-12.16%

Annual Total Return (%) History

Year
VSMGX
Category
2024
--
--
2023
15.49%
--
2022
-16.00%
--
2021
10.08%
--
2020
13.59%
11.72%
2019
19.37%
19.23%
2018
-4.91%
-5.76%
2017
15.04%
13.21%

2016
7.13%
7.34%
2015
-0.57%
-1.93%
2014
7.07%
6.21%
2013
15.04%
16.48%
2012
11.76%
11.72%
2011
0.26%
-0.11%
2010
13.31%
11.83%
2009
20.33%
24.13%
2008
-26.50%
-28.00%
2007
7.36%
5.99%
2006
13.31%
11.29%
2005
5.69%
5.13%
2004
10.57%
8.86%
2003
22.40%
20.35%
2002
-10.32%
-12.02%
2001
-4.48%
-5.05%
2000
-0.88%
1.82%
1999
12.01%
10.71%
1998
19.03%
13.52%
1997
19.77%
19.63%
1996
12.71%
13.70%
1995
27.94%
25.63%
1994
--
-2.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.37% -- -- --
2023 5.50% 3.37% -3.21% 9.40%
2022 -5.66% -11.18% -5.81% 6.45%
2021 1.93% 4.89% -0.71% 3.70%
2020 -12.89% 13.22% 5.17% 9.52%
2019 8.63% 3.34% 1.13% 5.15%
2018 -0.59% 0.67% 2.64% -7.42%
2017 4.35% 2.95% 3.35% 3.63%
2016 1.69% 2.01% 3.42% -0.14%
2015 2.20% -0.54% -4.83% 2.77%

2014 1.82% 3.68% -0.83% 2.28%
2013 5.11% -0.37% 4.65% 4.98%
2012 7.52% -1.79% 4.54% 1.26%
2011 3.58% 0.97% -9.75% 6.23%
2010 3.84% -5.66% 9.13% 5.98%
2009 -7.29% 12.08% 12.20% 3.21%
2008 -5.94% -1.72% -7.34% -14.19%
2007 1.52% 4.12% 2.40% -0.81%
2006 3.63% -0.92% 4.48% 5.62%
2005 -1.40% 1.93% 3.20% 1.90%
2004 2.83% -0.29% 0.36% 7.45%
2003 -2.24% 12.23% 2.85% 8.46%
2002 0.63% -6.11% -10.77% 6.39%
2001 -7.01% 4.25% -7.91% 7.00%
2000 3.46% -1.59% 0.44% -3.08%
1999 1.66% 3.54% -2.51% 9.16%
1998 8.91% 2.30% -5.52% 13.08%
1997 0.08% 11.24% 5.82% 1.66%
1996 2.31% 2.43% 2.24% 5.20%
1995 6.80% 7.88% 5.97% 4.79%
1994 -0.70% -- -- --

Rank in Category (By Total Return)

YTD 76
1-Month 70
3-Month 76
1-Year 57
3-Year 71
5-Year 64

Load Adjusted Returns

1-Year 14.24%
3-Year 3.02%
5-Year 6.83%
10-Year 6.36%

Performance & Risk

YTD Return 1.64%
5y Average Return 5.91%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Vanguard
Net Assets 21B
YTD Return 4.37%
Yield 2.48%
Morningstar Rating
Inception Date Sep 30, 1994

Fund Summary

The fund invests in a mix of Vanguard mutual funds according to an asset-allocation strategy that reflects an allocation of approximately 40% of the fund’s assets to fixed-income securities and 60% to common stocks. The fund’s indirect fixed-income holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar.

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