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Vanguard LifeStrategy Moderate Gr Inv (VSMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.10+0.27 (+0.88%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.13%
5-year average return6.04%
Number of years up22
Number of years down7
Best 1-yr total return (1 May 2024)20.33%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return20.33%
Worst 3-yr total return1.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVSMGXCategory
YTD4.37%9.69%
1-month2.25%0.91%
3-month4.37%5.21%
1-year14.24%27.06%
3-year3.02%11.00%
5-year6.83%10.26%
10-year6.36%8.34%
Last bull market21.34%15.58%
Last bear market-11.18%-12.16%

Annual total return (%) history

Year
VSMGXCategory
2024
N/AN/A
2023
15.49%N/A
2022
-16.00%N/A
2021
10.08%N/A
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
N/A-2.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.37%N/AN/AN/A
20235.50%3.37%-3.21%9.40%
2022-5.66%-11.18%-5.81%6.45%
20211.93%4.89%-0.71%3.70%
2020-12.89%13.22%5.17%9.52%
20198.63%3.34%1.13%5.15%
2018-0.59%0.67%2.64%-7.42%
20174.35%2.95%3.35%3.63%
20161.69%2.01%3.42%-0.14%
20152.20%-0.54%-4.83%2.77%
20141.82%3.68%-0.83%2.28%
20135.11%-0.37%4.65%4.98%
20127.52%-1.79%4.54%1.26%
20113.58%0.97%-9.75%6.23%
20103.84%-5.66%9.13%5.98%
2009-7.29%12.08%12.20%3.21%
2008-5.94%-1.72%-7.34%-14.19%
20071.52%4.12%2.40%-0.81%
20063.63%-0.92%4.48%5.62%
2005-1.40%1.93%3.20%1.90%
20042.83%-0.29%0.36%7.45%
2003-2.24%12.23%2.85%8.46%
20020.63%-6.11%-10.77%6.39%
2001-7.01%4.25%-7.91%7.00%
20003.46%-1.59%0.44%-3.08%
19991.66%3.54%-2.51%9.16%
19988.91%2.30%-5.52%13.08%
19970.08%11.24%5.82%1.66%
19962.31%2.43%2.24%5.20%
19956.80%7.88%5.97%4.79%
1994-0.70%N/AN/AN/A

Rank in category (by total return)

YTD76
1-month70
3-month76
1-year57
3-year71
5-year64

Load adjusted returns

1-year14.24%
3-year3.02%
5-year6.83%
10-year6.36%