Vanguard LifeStrategy Growth Fund (VASGX)
Fund Info
| ISIN | US9219095034 |
|---|---|
| CUSIP | 921909503 |
| Issuer | Vanguard |
| Inception Date | Sep 30, 1994 |
| Category | Diversified Portfolio |
| Min. Investment | $3,000 |
| Home Page | advisors.vanguard.com |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The Vanguard LifeStrategy Growth Fund features an expense ratio of 0.14%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard LifeStrategy Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Vanguard LifeStrategy Growth Fund had a return of 2.89% year-to-date (YTD) and 15.49% in the last 12 months. Over the past 10 years, Vanguard LifeStrategy Growth Fund had an annualized return of 7.56%, while the S&P 500 had an annualized return of 10.55%, indicating that Vanguard LifeStrategy Growth Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 2.89% | 6.33% |
| 1 month | -2.22% | -2.81% |
| 6 months | 17.11% | 21.13% |
| 1 year | 15.49% | 24.56% |
| 5 years (annualized) | 7.77% | 11.55% |
| 10 years (annualized) | 7.56% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.26% | 3.36% | 2.66% | |||||||||
| 2023 | -3.84% | -2.61% | 8.04% | 5.07% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Vanguard LifeStrategy Growth Fund(VASGX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard LifeStrategy Growth Fund (VASGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard LifeStrategy Growth Fund granted a 2.92% dividend yield in the last twelve months. The annual payout for that period amounted to $1.25 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.25 | $1.25 | $0.80 | $1.57 | $1.42 | $0.85 | $1.31 | $0.72 | $0.64 | $1.24 | $0.79 | $0.59 |
Dividend yield | 2.92% | 3.00% | 2.22% | 3.54% | 3.54% | 2.34% | 4.36% | 2.13% | 2.23% | 4.54% | 2.76% | 2.12% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard LifeStrategy Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.86 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.27 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.16 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.98 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.95 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 |
| 2013 | $0.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard LifeStrategy Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Vanguard LifeStrategy Growth Fund was 51.16%, occurring on Mar 9, 2009. Recovery took 887 trading sessions.
The current Vanguard LifeStrategy Growth Fund drawdown is 2.78%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.16% | Nov 1, 2007 | 338 | Mar 9, 2009 | 887 | Sep 13, 2012 | 1225 |
| -37.67% | Mar 24, 2000 | 635 | Oct 9, 2002 | 539 | Dec 1, 2004 | 1174 |
| -28.53% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -24.43% | Nov 9, 2021 | 235 | Oct 14, 2022 | 339 | Feb 22, 2024 | 574 |
| -16.85% | Jul 21, 1998 | 58 | Oct 8, 1998 | 36 | Nov 27, 1998 | 94 |
Volatility
Volatility Chart
The current Vanguard LifeStrategy Growth Fund volatility is 2.72%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.