- Portfolio Overview
- Holdings
- Performance
- Calculators
- Rolling Returns
- Drawdowns
Holdings
Recommended Holdings on 03/31/2025 (Delayed Holdings)
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Historical Performance
The Vanguard Nevada 529 College Savings Plan Strategic Asset Allocation - Optimal Moderate Historical Returns
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Vanguard Nevada 529 College Savings Plan Strategic Asset Allocation - Optimal Moderate | -0.26% | 4.99% | 4.05% | 9.86% | 6.46% | 7.05% | 6.48% | 6.21% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | -4.31% | 8.32% | 8.91% | 18.53% | 12.39% | 13.02% | 10.12% | 8.27% |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | 0.22% | 1.94% | 2.25% | 6.89% | 4.81% | 5.98% | 5.39% | 5.14% |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | The Vanguard ... Moderate | -1.41 | 4.99 | 4.05 | 9.86 | 6.46 | 7.05 | 6.48 | 6.21 | -0.26 | 9.28 | 12.16 | -11.38 | 8.72 | 21.12 | 20.73 | -4.66 | 9.89 | 7.13 | -1.13 | 6.66 | 12.15 | 12.27 | -0.78 | 13.91 | 24.30 | -27.51 | 9.18 | 14.12 | 6.20 | 11.18 | 22.39 | -8.34 | -1.51 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | -2.69 | 8.32 | 8.91 | 18.53 | 12.39 | 13.02 | 10.12 | 8.27 | -4.31 | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VSMGX (VANGUA...R SHARES) | -1.44 | 1.94 | 2.25 | 6.89 | 4.81 | 5.98 | 5.39 | 5.14 | 0.22 | 5.75 | 13.92 | -16.49 | 7.97 | 11.63 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | The Vanguard ... Moderate | NA | 0.53 | 0.37 | 0.55 | 0.51 | NA | NA | 0.47 | 0.20 | 0.75 | 1.03 | -0.91 | 0.94 | 1.11 | 2.68 | -0.59 | 2.11 | 0.82 | -0.13 | 1.06 | 1.69 | 1.45 | -0.05 | 1.09 | 1.75 | -1.39 | 0.62 | 1.42 | 0.59 | 1.35 | 2.56 | -0.81 | -0.38 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 0.65 | 0.77 | 0.77 | 0.65 | NA | NA | 0.45 | 0.39 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
| VSMGX (VANGUA...R SHARES) | NA | 0.30 | 0.36 | 0.29 | 0.39 | NA | NA | 0.48 | 0.96 | 0.24 | 1.25 | -1.25 | 1.01 | 0.59 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | The Vanguard ... Moderate | NA | 10.61 | 10.47 | 10.64 | 10.69 | NA | NA | 10.90 | 13.57 | 7.54 | 8.22 | 14.12 | 9.22 | 18.78 | 7.20 | 10.32 | 4.37 | 8.42 | 8.78 | 6.26 | 7.18 | 8.42 | 15.21 | 12.66 | 13.84 | 20.51 | 9.67 | 7.56 | 6.62 | 7.58 | 8.47 | 11.69 | 10.26 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 19.49 | 16.97 | 17.37 | 18.46 | NA | NA | 18.09 | 22.57 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VSMGX (VANGUA...R SHARES) | NA | 11.25 | 10.37 | 10.34 | 10.54 | NA | NA | 11.51 | 11.58 | 8.97 | 8.31 | 14.38 | 7.89 | 19.14 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | The Vanguard ... Moderate | NA | 10.45 | 12.43 | 20.05 | 21.44 | NA | NA | 36.96 | 10.07 | 3.93 | 8.67 | 19.19 | 6.11 | 21.44 | 3.35 | 12.71 | 2.07 | 7.13 | 8.76 | 5.02 | 6.67 | 6.71 | 14.00 | 10.46 | 11.84 | 36.29 | 6.65 | 7.41 | 4.62 | 6.50 | 6.60 | 16.50 | 13.82 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 18.76 | 18.76 | 24.59 | 33.83 | NA | NA | 55.25 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VSMGX (VANGUA...R SHARES) | NA | 13.03 | 13.03 | 23.77 | 23.77 | NA | NA | 41.18 | 9.62 | 7.07 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | The Vanguard ... Moderate | NA | 6.15 | 5.28 | 3.90 | 2.97 | NA | NA | 3.05 | NA | 0.82 | 5.77 | 4.71 | 4.33 | 1.52 | 2.45 | 1.44 | 0.44 | 2.71 | 3.35 | 2.47 | 2.30 | 2.50 | 2.01 | 1.99 | 2.67 | 2.49 | 4.69 | 4.79 | 2.93 | 2.73 | 2.84 | 3.41 | 4.75 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | 0.00 | 1.32 | 1.60 | 1.93 | 2.72 | 4.27 | 3.44 | 16.47 | 0.60 | 1.41 | 1.69 | 1.26 | 1.48 | 2.12 | 2.28 | 1.81 | 2.00 | 2.14 | 1.97 | 1.96 | 2.19 | 2.30 | 1.92 | 1.88 | 2.45 | 1.88 | 1.91 | 1.83 | 1.79 | 1.91 | 1.71 | 1.28 | 1.08 | 0.97 | 2.11 | 1.93 | 2.77 | 2.64 | 3.14 | 3.13 | 3.83 | 3.10 | 5.86 | 3.71 | 4.46 | 4.31 | 2.79 | 3.90 | 4.71 | 4.49 | 5.04 | 5.34 | 4.64 | 5.79 | 0.00 | |
| VSMGX (VANGUA...R SHARES) | 0.00 | 2.87 | 2.73 | 2.42 | 2.70 | 3.26 | 3.18 | 6.16 | 1.19 | 2.97 | 2.91 | 1.71 | 2.03 | 1.86 | 2.85 | 2.41 | 2.40 | 2.34 | 2.10 | 2.20 | 2.14 | 2.47 | 2.22 | 2.38 | 2.79 | 2.66 | 3.04 | 2.89 | 2.53 | 3.74 | 2.48 | 2.67 | 2.88 | 6.36 | 5.93 | 7.27 | 3.78 | 3.63 | 3.65 | 2.91 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 03/31/2025, AR inception is 12/31/2000
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The Vanguard Nevada 529 College Savings Plan Strategic Asset Allocation - Optimal Moderate Historical Return Chart
Calculators
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Rolling Returns
From 12/31/2000 to 06/04/2025, the worst annualized return of 3-year rolling returns for The Vanguard Nevada 529 College Savings Plan Strategic Asset Allocation - Optimal Moderate is
-6.92%.
From 12/31/2000 to 06/04/2025, the worst annualized return of 5-year rolling returns for The Vanguard Nevada 529 College Savings Plan Strategic Asset Allocation - Optimal Moderate is
-0.87%.
From 12/31/2000 to 06/04/2025, the worst annualized return of 10-year rolling returns for The Vanguard Nevada 529 College Savings Plan Strategic Asset Allocation - Optimal Moderate is
4.59%.
From 12/31/2000 to 06/04/2025, the worst annualized return of 20-year rolling returns for The Vanguard Nevada 529 College Savings Plan Strategic Asset Allocation - Optimal Moderate is
6.05%.
Maximum Drawdown
The Vanguard Nevada 529 College Savings Plan Strategic Asset Allocation - Optimal Moderate Maximum Drawdown
Maximum Drawdowns Table
| Start Date | Trough Date | Full Recovered Date | Duration of drawdown (year) | Maximum Drawdown (%) |
|---|---|---|---|---|
| 2001-01 | 2002-09 | 2003-09 | 2.7 | 16.09% |
| 2004-02 | 2004-07 | 2004-09 | 0.6 | 3.21% |
| 2004-12 | 2005-01 | 2005-01 | 0.1 | 1.44% |
| 2005-02 | 2005-04 | 2005-05 | 0.3 | 2.87% |
| 2005-09 | 2005-10 | 2005-10 | 0.1 | 2.19% |
| 2006-04 | 2006-05 | 2006-07 | 0.3 | 2.46% |
| 2007-01 | 2007-02 | 2007-02 | 0.1 | 0.04% |
| 2007-05 | 2007-07 | 2007-08 | 0.3 | 2.43% |
| 2007-10 | 2009-02 | 2010-11 | 3.1 | 34.17% |
| 2011-04 | 2011-09 | 2012-02 | 0.8 | 12.06% |
| 2012-04 | 2012-05 | 2012-07 | 0.3 | 4.60% |
| 2012-09 | 2012-10 | 2012-11 | 0.2 | 1.01% |
| 2013-04 | 2013-06 | 2013-08 | 0.3 | 3.09% |
| 2013-12 | 2014-01 | 2014-01 | 0.1 | 1.68% |
| 2014-06 | 2014-07 | 2014-07 | 0.1 | 1.21% |
| 2014-08 | 2014-09 | 2014-10 | 0.2 | 2.21% |
| 2014-11 | 2014-12 | 2015-01 | 0.2 | 1.04% |
| 2015-02 | 2015-03 | 2015-03 | 0.1 | 0.84% |
| 2015-05 | 2016-02 | 2016-06 | 1.1 | 7.95% |
| 2016-09 | 2016-10 | 2016-11 | 0.2 | 1.18% |
| 2017-05 | 2017-06 | 2017-06 | 0.1 | 0.01% |
| 2017-11 | 2017-12 | 2017-12 | 0.1 | 1.23% |
| 2018-01 | 2018-03 | 2018-07 | 0.5 | 3.62% |
| 2018-08 | 2018-12 | 2019-03 | 0.6 | 9.40% |
| 2019-04 | 2019-05 | 2019-05 | 0.1 | 3.21% |
| 2020-01 | 2020-03 | 2020-05 | 0.3 | 11.82% |
| 2020-08 | 2020-10 | 2020-10 | 0.2 | 3.37% |
| 2020-12 | 2021-01 | 2021-01 | 0.1 | 0.52% |
| 2021-06 | 2021-07 | 2021-07 | 0.1 | 0.29% |
| 2021-08 | 2021-09 | 2021-09 | 0.1 | 1.98% |
| 2021-10 | 2021-11 | 2021-11 | 0.1 | 2.36% |
| 2021-12 | 2022-09 | 2024-01 | 2.1 | 18.81% |
| 2024-03 | 2024-04 | 2024-04 | 0.1 | 3.06% |
| 2024-09 | 2024-10 | 2024-10 | 0.1 | 2.21% |
| 2024-11 | 2025-03 | 2025-04 | 0.4 | 3.11% |