UK markets open in 6 hours 22 minutes

Vanguard LifeStrategy Income Inv (VASIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
14.91-0.02 (-0.13%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.98%
5-year average return2.02%
Number of years up26
Number of years down3
Best 1-yr total return (22 Apr 2024)12.08%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return12.08%
Worst 3-yr total return-1.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVASIXCategory
YTD1.01%3.28%
1-month1.28%0.61%
3-month1.01%3.02%
1-year6.26%11.74%
3-year-0.49%6.56%
5-year2.49%5.38%
10-year3.25%4.87%
Last bull market6.90%8.64%
Last bear market-6.93%-5.09%

Annual total return (%) history

Year
VASIXCategory
2024
N/AN/A
2023
9.48%N/A
2022
-13.93%N/A
2021
1.92%N/A
2020
9.13%7.29%
2019
12.05%11.20%
2018
-1.05%-3.14%
2017
6.98%6.25%
2016
4.58%5.55%
2015
0.22%-2.07%
2014
6.76%3.54%
2013
3.40%4.02%
2012
6.54%8.35%
2011
3.77%2.01%
2010
9.22%9.73%
2009
12.08%19.26%
2008
-10.53%-16.22%
2007
6.70%4.96%
2006
7.93%6.66%
2005
3.23%2.80%
2004
6.01%5.55%
2003
10.77%10.89%
2002
0.12%3.41%
2001
4.06%2.32%
2000
8.06%3.25%
1999
2.82%4.53%
1998
13.17%8.58%
1997
14.23%10.40%
1996
7.65%8.39%
1995
22.99%15.56%
1994
N/A-6.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.01%N/AN/AN/A
20234.07%0.67%-2.80%7.51%
2022-5.61%-6.93%-4.73%2.83%
2021-1.54%2.57%-0.17%1.10%
2020-3.01%6.15%2.24%3.67%
20194.87%3.06%2.16%1.48%
2018-0.77%0.30%0.81%-1.38%
20171.83%1.73%1.65%1.59%
20162.75%2.22%1.53%-1.92%
20151.93%-1.53%-0.79%0.65%
20142.02%2.45%0.09%2.04%
20131.70%-1.72%1.90%1.52%
20122.60%0.82%2.54%0.45%
20111.58%1.51%-2.20%2.91%
20102.62%0.09%4.73%1.53%
2009-2.30%5.94%6.80%1.39%
2008-1.54%-1.26%-3.36%-4.76%
20071.29%1.50%2.42%1.33%
20061.11%-0.28%3.97%2.96%
2005-0.88%2.25%0.74%1.11%
20042.43%-1.41%1.75%3.17%
20030.08%6.20%1.01%3.18%
20020.16%-1.18%-2.49%3.74%
2001-0.76%2.35%-0.13%2.60%
20003.12%0.63%2.41%1.69%
19990.45%0.71%-0.54%2.19%
19984.27%2.65%0.84%4.85%
19970.07%6.12%4.34%3.08%
1996-0.01%1.24%2.11%4.14%
19955.98%6.93%3.75%4.62%
19940.20%N/AN/AN/A

Rank in category (by total return)

YTD82
1-month73
3-month82
1-year68
3-year83
5-year68

Load adjusted returns

1-year6.26%
3-year-0.49%
5-year2.49%
10-year3.25%