Vanguard LifeStrategy Moderate Growth Fund (VSMGX)
Fund Info
| ISIN | US9219094045 |
|---|---|
| CUSIP | 921909404 |
| 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
VSMGX has an expense ratio of 0.13%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: VSMGX vs. VBIAX, VSMGX vs. VSCGX, VSMGX vs. AOA, VSMGX vs. AOM, VSMGX vs. GAA, VSMGX vs. SPMO, VSMGX vs. ABALX, VSMGX vs. VOO, VSMGX vs. VT, VSMGX vs. VIG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard LifeStrategy Moderate 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 Moderate Growth Fund had a return of 11.57% year-to-date (YTD) and 18.99% in the last 12 months. Over the past 10 years, Vanguard LifeStrategy Moderate Growth Fund had an annualized return of 5.56%, while the S&P 500 had an annualized return of 11.39%, indicating that Vanguard LifeStrategy Moderate Growth Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.57% | 25.45% |
| 1 month | -0.27% | 2.91% |
| 6 months | 6.80% | 14.05% |
| 1 year | 18.99% | 35.64% |
| 5 years (annualized) | 5.64% | 14.13% |
| 10 years (annualized) | 5.56% | 11.39% |
Monthly Returns
The table below presents the monthly returns of VSMGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.13% | 2.20% | 2.25% | -2.96% | 3.15% | 1.23% | 2.20% | 1.94% | 1.90% | -2.19% | 11.57% | ||
| 2023 | 5.69% | -2.72% | 2.62% | 0.97% | -0.96% | 3.38% | 2.23% | -1.95% | -3.43% | -2.23% | 7.03% | 3.13% | 13.92% |
| 2022 | -3.64% | -2.10% | 0.00% | -6.16% | 0.34% | -5.68% | 5.28% | -3.55% | -7.25% | 3.39% | 6.38% | -3.77% | -16.49% |
| 2021 | -0.44% | 1.08% | 1.29% | 2.73% | 1.00% | 1.10% | 0.83% | 1.33% | -2.82% | 2.94% | -1.37% | 0.19% | 7.97% |
| 2020 | 0.03% | -4.02% | -9.27% | 7.32% | 3.26% | 2.16% | 3.58% | 3.21% | -1.62% | -1.41% | 7.76% | 1.32% | 11.63% |
| 2019 | 5.28% | 1.68% | 1.47% | 2.12% | -3.05% | 4.39% | 0.33% | -0.25% | 1.05% | 1.54% | 1.59% | 1.87% | 19.30% |
| 2018 | 2.87% | -2.79% | -0.59% | 0.11% | 0.74% | -0.19% | 1.82% | 0.84% | -0.04% | -4.89% | 1.26% | -5.26% | -6.28% |
| 2017 | 1.61% | 2.00% | 0.68% | 1.15% | 1.33% | 0.43% | 1.63% | 0.54% | 1.14% | 1.32% | 1.26% | 0.84% | 14.86% |
| 2016 | -2.78% | -0.22% | 4.83% | 0.90% | 0.47% | 0.65% | 2.79% | 0.25% | 0.37% | -1.59% | 0.21% | 1.22% | 7.09% |
| 2015 | -0.25% | 2.96% | -0.49% | 0.89% | 0.20% | -1.62% | 0.87% | -4.01% | -1.70% | 4.38% | -0.17% | -3.00% | -2.21% |
| 2014 | -1.56% | 3.12% | 0.30% | 0.55% | 1.65% | 1.44% | -1.12% | 2.39% | -2.04% | 1.54% | 1.27% | -1.19% | 6.38% |
| 2013 | 2.68% | 0.52% | 1.84% | 1.71% | -0.27% | -1.77% | 3.19% | -1.73% | 3.19% | 2.69% | 1.14% | 0.80% | 14.73% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VSMGX is 63, 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard LifeStrategy Moderate Growth Fund (VSMGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard LifeStrategy Moderate Growth Fund provided a 2.59% dividend yield over the last twelve months, with an annual payout of $0.87 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.87 | $0.80 | $0.58 | $0.64 | $0.54 | $0.71 | $0.66 | $0.58 | $0.54 | $0.51 | $0.51 | $0.45 |
Dividend yield | 2.59% | 2.63% | 2.10% | 1.91% | 1.71% | 2.45% | 2.65% | 2.15% | 2.22% | 2.19% | 2.10% | 1.93% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard LifeStrategy Moderate 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.80 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.58 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.64 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.54 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.71 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.66 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.58 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.54 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.51 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.51 |
| 2013 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.45 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard LifeStrategy Moderate 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 Moderate Growth Fund was 41.18%, occurring on Mar 9, 2009. Recovery took 489 trading sessions.
The current Vanguard LifeStrategy Moderate Growth Fund drawdown is 0.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.18% | Nov 1, 2007 | 338 | Mar 9, 2009 | 489 | Feb 14, 2011 | 827 |
| -25.84% | Sep 5, 2000 | 523 | Oct 9, 2002 | 308 | Dec 31, 2003 | 831 |
| -23.77% | Nov 9, 2021 | 235 | Oct 14, 2022 | 435 | Jul 11, 2024 | 670 |
| -22.43% | Feb 20, 2020 | 23 | Mar 23, 2020 | 92 | Aug 3, 2020 | 115 |
| -12.9% | May 2, 2011 | 108 | Oct 3, 2011 | 98 | Feb 23, 2012 | 206 |
Volatility
Volatility Chart
The current Vanguard LifeStrategy Moderate Growth Fund volatility is 2.11%, 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.