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VASGX: VANGUARD LIFESTRATEGY GROWTH FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 47.86 0.07(0.15%) July 08
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 09/30/1994 |
| Last Dividend Date: | 12/30/2024 |
| 12-Mo. Yield | 5.08% |
| Expenses | 0.14% |
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Performance Analytics (As of 07/08/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/30/1994 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 8.4 | 11.7 | 13.5 | 10.5 | 8.6 | 9.6 | 7.4 | 7.6 | 13.1 | 18.6 | -17.1 | 14.4 | 15.5 | 23.1 | -6.9 | 19.2 | 8.3 | -1.2 | 7.2 | 21.2 | 14.4 | -2.3 | 15.2 | 25.0 | -34.4 | 7.5 | 16.1 | 6.9 | 13.4 | 28.5 | -15.8 | -8.9 | -5.4 | 13.9 | 17.1 | 17.3 | 10.7 | 24.5 | -1.7 |
| Sharpe Ratio | NA | 0.98 | 0.71 | 0.82 | 0.65 | 0.52 | NA | NA | 0.39 | 0.98 | 1.47 | -1.02 | 1.42 | 0.59 | 2.44 | -0.7 | 3.62 | 0.72 | -0.1 | 0.83 | 2.36 | 1.36 | -0.11 | 1.0 | 1.05 | -0.96 | 0.31 | 1.34 | 0.52 | 1.36 | 2.04 | -0.83 | -0.69 | -0.62 | 0.87 | 0.91 | 1.13 | 0.75 | 3.09 | -1.41 |
| Draw Down(%) | NA | 12.9 | 12.9 | 14.6 | 24.4 | 28.5 | NA | NA | 51.2 | 6.1 | 9.7 | 24.0 | 4.4 | 28.5 | 4.8 | 15.5 | 1.6 | 8.9 | 11.0 | 6.6 | 6.5 | 8.9 | 18.2 | 12.2 | 24.6 | 45.5 | 8.3 | 8.4 | 6.1 | 6.7 | 12.0 | 26.8 | 24.3 | 13.3 | 7.9 | 16.9 | 7.6 | 7.1 | 3.0 | 4.1 |
| Standard Deviation(%) | NA | 16.3 | 13.8 | 12.8 | 12.9 | 13.7 | NA | NA | 15.0 | 9.7 | 10.2 | 18.2 | 10.1 | 25.7 | 8.9 | 11.9 | 5.1 | 11.3 | 11.5 | 8.6 | 9.0 | 10.6 | 20.1 | 15.1 | 23.8 | 36.6 | 13.9 | 9.5 | 8.9 | 9.2 | 13.6 | 20.4 | 16.6 | 15.6 | 12.1 | 15.1 | 11.9 | 9.2 | 6.6 | 7.4 |
| Treynor Ratio | NA | 0.15 | 0.09 | 0.1 | 0.08 | 0.06 | NA | NA | 0.05 | 0.09 | 0.14 | -0.17 | 0.12 | 0.12 | 0.18 | -0.07 | 0.15 | 0.06 | -0.01 | 0.06 | 0.16 | 0.1 | -0.02 | 0.11 | 0.17 | -0.23 | 0.03 | 0.09 | 0.03 | 0.1 | 0.2 | -0.12 | -0.09 | -0.09 | 0.1 | 0.11 | 0.12 | 0.07 | 0.2 | -0.11 |
| Alpha | NA | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | -0.01 | -0.01 | 0.0 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.03 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 |
| Beta | NA | 1.07 | 1.09 | 1.09 | 1.11 | 1.18 | NA | NA | 1.3 | 1.1 | 1.09 | 1.11 | 1.17 | 1.23 | 1.22 | 1.18 | 1.22 | 1.39 | 1.29 | 1.27 | 1.29 | 1.41 | 1.46 | 1.42 | 1.43 | 1.55 | 1.5 | 1.4 | 1.33 | 1.28 | 1.42 | 1.43 | 1.31 | 1.06 | 1.02 | 1.2 | 1.11 | 1.06 | 1.02 | 0.96 |
| RSquared | NA | 0.94 | 0.93 | 0.94 | 0.94 | 0.95 | NA | NA | 0.94 | 0.93 | 0.93 | 0.96 | 0.93 | 0.98 | 0.96 | 0.96 | 0.9 | 0.93 | 0.95 | 0.96 | 0.96 | 0.95 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.94 | 0.95 | 0.95 | 0.95 | 0.94 | 0.97 | 0.95 | 0.92 | 0.89 | 0.89 | 0.83 | 0.71 | 0.73 |
| Yield(%) | N/A | 0.0 | 5.1 | 4.0 | 4.2 | 4.3 | 5.4 | 4.4 | N/A | 6.6 | 3.5 | 1.8 | 3.9 | 3.9 | 2.8 | 3.9 | 2.5 | 2.4 | 4.3 | 2.9 | 2.5 | 3.8 | 2.1 | 2.2 | 2.5 | 2.0 | 2.4 | 2.3 | 2.1 | 2.9 | 1.9 | 1.8 | 2.2 | 3.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 75.5 | 16.4 | 58.4 | 117.0 | 224.5 | N/A | N/A | 118.1 | 55.6 | -49.2 | 10.5 | 68.2 | -35.4 | 82.6 | 11.5 | -48.0 | 55.9 | 35.7 | -27.8 | 73.8 | 5.0 | 8.3 | -18.7 | -13.1 | 18.4 | 19.5 | -22.6 | 89.3 | -12.5 | -25.6 | -36.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/1994
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