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Vanguard LifeStrategy Conservative Growth Fund (VS...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US9219093054

CUSIP

921909305

Issuer

Vanguard

Inception Date

Sep 30, 1994

Min. Investment

$3,000

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
VSCGX vs. VSMGX VSCGX vs. VTINX VSCGX vs. VWINX VSCGX vs. VFIAX VSCGX vs. VOO VSCGX vs. VTSAX VSCGX vs. VDADX VSCGX vs. VFFVX VSCGX vs. VBTLX VSCGX vs. AOM
Popular comparisons:
VSCGX vs. VSMGX VSCGX vs. VTINX VSCGX vs. VWINX VSCGX vs. VFIAX VSCGX vs. VOO VSCGX vs. VTSAX VSCGX vs. VDADX VSCGX vs. VFFVX VSCGX vs. VBTLX VSCGX vs. AOM

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Vanguard LifeStrategy Conservative 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.


0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
5.52%
12.53%
VSCGX (Vanguard LifeStrategy Conservative Growth Fund)
Benchmark (^GSPC)

Returns By Period

Vanguard LifeStrategy Conservative Growth Fund had a return of 8.43% year-to-date (YTD) and 13.73% in the last 12 months. Over the past 10 years, Vanguard LifeStrategy Conservative Growth Fund had an annualized return of 4.90%, while the S&P 500 had an annualized return of 11.21%, indicating that Vanguard LifeStrategy Conservative Growth Fund did not perform as well as the benchmark.


VSCGX

YTD

8.43%

1M

0.46%

6M

5.52%

1Y

13.73%

5Y (annualized)

4.50%

10Y (annualized)

4.90%

^GSPC (Benchmark)

YTD

25.15%

1M

2.97%

6M

12.53%

1Y

31.00%

5Y (annualized)

13.95%

10Y (annualized)

11.21%

Monthly Returns

The table below presents the monthly returns of VSCGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.15%1.08%1.76%-2.64%2.52%1.09%2.21%1.69%1.74%-2.10%8.43%
20234.77%-2.55%2.65%0.80%-0.90%2.13%1.49%-1.46%-2.99%-1.85%6.02%4.22%12.50%
2022-3.08%-1.79%-0.91%-5.21%0.24%-4.29%4.38%-3.37%-6.10%2.00%5.30%-2.60%-15.00%
2021-0.53%0.18%0.56%2.03%0.74%0.96%0.98%0.85%-2.26%1.90%-0.72%1.28%6.04%
20200.71%-2.22%-6.58%5.40%2.32%1.70%2.85%1.80%-0.94%-1.06%5.44%2.13%11.51%
20193.86%1.08%1.69%1.36%-1.49%3.36%0.39%0.73%0.51%1.02%1.01%1.23%15.69%
20181.60%-2.02%-0.20%-0.10%0.66%-0.05%1.22%0.65%-0.18%-3.41%0.99%-2.01%-2.95%
20171.08%1.56%0.46%1.00%1.10%0.20%1.25%0.67%0.58%0.97%0.86%0.76%10.98%
2016-1.35%0.17%3.48%0.72%0.33%1.08%2.11%0.11%0.27%-1.43%-0.54%0.92%5.91%
20150.54%1.62%-0.10%0.43%-0.00%-1.49%0.87%-2.80%-0.83%2.91%-0.11%-1.10%-0.17%
2014-0.50%2.23%0.18%0.60%1.47%1.02%-0.75%1.93%-1.52%1.34%1.11%-0.30%6.96%
20131.53%0.52%1.28%1.43%-0.73%-1.74%2.21%-1.37%2.49%2.04%0.67%0.50%9.08%

Expense Ratio

VSCGX has an expense ratio of 0.12%, which is considered low compared to other funds.


Expense ratio chart for VSCGX: current value at 0.12% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.12%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of VSCGX is 71, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of VSCGX is 7171
Combined Rank
The Sharpe Ratio Rank of VSCGX is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of VSCGX is 7878
Sortino Ratio Rank
The Omega Ratio Rank of VSCGX is 6969
Omega Ratio Rank
The Calmar Ratio Rank of VSCGX is 6161
Calmar Ratio Rank
The Martin Ratio Rank of VSCGX is 7373
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Vanguard LifeStrategy Conservative Growth Fund (VSCGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for VSCGX, currently valued at 2.31, compared to the broader market-1.000.001.002.003.004.005.002.312.53
The chart of Sortino ratio for VSCGX, currently valued at 3.41, compared to the broader market0.005.0010.003.413.39
The chart of Omega ratio for VSCGX, currently valued at 1.42, compared to the broader market1.002.003.004.001.421.47
The chart of Calmar ratio for VSCGX, currently valued at 1.42, compared to the broader market0.005.0010.0015.0020.001.423.65
The chart of Martin ratio for VSCGX, currently valued at 13.69, compared to the broader market0.0020.0040.0060.0080.00100.0013.6916.21
VSCGX
^GSPC

The current Vanguard LifeStrategy Conservative Growth Fund Sharpe ratio is 2.31. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Vanguard LifeStrategy Conservative Growth Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio1.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
2.31
2.53
VSCGX (Vanguard LifeStrategy Conservative Growth Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Vanguard LifeStrategy Conservative Growth Fund provided a 3.07% dividend yield over the last twelve months, with an annual payout of $0.67 per share.


1.80%2.00%2.20%2.40%2.60%2.80%3.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.67$0.60$0.39$0.46$0.39$0.54$0.51$0.44$0.41$0.39$0.40$0.35

Dividend yield

3.07%2.93%2.05%1.98%1.73%2.58%2.70%2.21%2.22%2.19%2.16%1.96%

Monthly Dividends

The table displays the monthly dividend distributions for Vanguard LifeStrategy Conservative Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.11$0.00$0.00$0.16$0.00$0.00$0.14$0.00$0.00$0.40
2023$0.00$0.00$0.09$0.00$0.00$0.13$0.00$0.00$0.12$0.00$0.00$0.26$0.60
2022$0.00$0.00$0.06$0.00$0.00$0.11$0.00$0.00$0.09$0.00$0.00$0.13$0.39
2021$0.00$0.00$0.07$0.00$0.00$0.09$0.00$0.00$0.08$0.00$0.00$0.21$0.46
2020$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.12$0.39
2019$0.00$0.00$0.09$0.00$0.00$0.13$0.00$0.00$0.11$0.00$0.00$0.22$0.54
2018$0.00$0.00$0.07$0.00$0.00$0.12$0.00$0.00$0.10$0.00$0.00$0.21$0.51
2017$0.00$0.00$0.08$0.00$0.00$0.11$0.00$0.00$0.09$0.00$0.00$0.16$0.44
2016$0.00$0.00$0.07$0.00$0.00$0.11$0.00$0.00$0.09$0.00$0.00$0.14$0.41
2015$0.00$0.00$0.08$0.00$0.00$0.10$0.00$0.00$0.09$0.00$0.00$0.12$0.39
2014$0.00$0.00$0.09$0.00$0.00$0.10$0.00$0.00$0.09$0.00$0.00$0.11$0.40
2013$0.07$0.00$0.00$0.09$0.00$0.00$0.08$0.00$0.00$0.11$0.35

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-1.05%
-0.53%
VSCGX (Vanguard LifeStrategy Conservative Growth Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Vanguard LifeStrategy Conservative 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 Conservative Growth Fund was 30.62%, occurring on Mar 9, 2009. Recovery took 398 trading sessions.

The current Vanguard LifeStrategy Conservative Growth Fund drawdown is 1.05%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-30.62%Nov 1, 2007338Mar 9, 2009398Oct 5, 2010736
-20.15%Nov 10, 2021234Oct 14, 2022435Jul 11, 2024669
-15.88%Feb 20, 202023Mar 23, 202078Jul 14, 2020101
-14.62%Feb 2, 2001419Oct 9, 2002164Jun 5, 2003583
-8.42%May 2, 2011108Oct 3, 201183Feb 1, 2012191

Volatility

Volatility Chart

The current Vanguard LifeStrategy Conservative Growth Fund volatility is 1.53%, 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.


1.00%2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
1.53%
3.97%
VSCGX (Vanguard LifeStrategy Conservative Growth Fund)
Benchmark (^GSPC)