Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VASIX (VANGUARD LIFESTRATEGY INCOME FUND INVESTOR SHARES) | 4.32% | 7.04% | 5.39% | 2.20% | 3.51% | 4.14% | 4.10% | 4.65% |
Data as of 06/24/2025, AR inception is 10/03/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VASIX (VANGUARD LIFESTRATEGY INCOME FUND INVESTOR SHARES) | 10/03/1994 | 06/24/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | 7.04 | 5.39 | 2.20 | 3.51 | 4.14 | 4.10 | 4.65 | 4.32 | 4.67 | 9.49 | -13.94 | 1.92 | 9.13 | 12.05 | -1.06 | 6.99 | 4.59 | 0.22 | 6.76 | 3.40 | 6.54 | 3.77 | 9.37 | 12.08 | -10.53 | 6.70 | 7.93 | 3.23 | 7.69 | 10.77 | 0.12 | 4.14 | 7.98 | -3.03 | 6.36 | 7.62 | 0.09 | 16.80 | -1.00 |
| Sharpe Ratio | NA | 0.61 | 0.38 | 0.00 | 0.42 | NA | NA | 0.54 | 0.88 | 0.22 | 0.97 | -1.94 | 0.55 | 1.33 | 4.12 | -0.80 | 3.03 | 1.40 | 0.06 | 2.89 | 1.03 | 2.73 | 0.78 | 2.39 | 1.67 | -1.03 | 0.90 | 1.27 | 0.28 | 1.64 | 2.08 | -0.17 | 0.32 | 0.80 | -1.05 | 0.50 | 0.67 | -0.51 | 2.46 | -1.46 |
| Standard Deviation(%) | NA | 4.85 | 6.08 | 5.57 | 4.79 | NA | NA | 5.20 | 5.30 | 4.83 | 6.04 | 7.96 | 3.46 | 6.66 | 2.57 | 3.05 | 2.10 | 3.13 | 3.29 | 2.33 | 3.27 | 2.40 | 4.80 | 3.88 | 7.20 | 11.16 | 3.95 | 3.58 | 3.49 | 4.10 | 4.84 | 6.16 | 5.45 | 4.73 | 6.11 | 5.76 | 5.82 | 6.98 | 5.20 | 5.39 |
| Draw Down(%) | NA | 3.24 | 9.52 | 18.17 | 18.17 | NA | NA | 18.17 | 3.24 | 2.56 | 5.58 | 17.50 | 2.42 | 9.35 | 0.98 | 3.08 | 1.06 | 3.17 | 3.56 | 1.24 | 4.05 | 1.31 | 4.07 | 1.89 | 8.65 | 17.81 | 1.76 | 1.91 | 2.27 | 3.65 | 3.73 | 7.03 | 4.37 | 3.51 | 5.37 | 3.41 | 4.69 | 5.41 | 2.13 | 1.89 |
| Yield(%) | 0.00 | 5.63 | 3.77 | 3.26 | 3.18 | 3.53 | 3.65 | 4.36 | 0.77 | 5.59 | 3.35 | 1.72 | 3.87 | 2.29 | 2.97 | 3.39 | 2.51 | 2.32 | 2.50 | 2.59 | 2.58 | 5.99 | 3.17 | 3.31 | 3.37 | 3.79 | 4.37 | 4.48 | 3.48 | 5.02 | 3.47 | 4.29 | 5.07 | 6.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/24/2025, AR inception is 10/03/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VASIX (VANGUARD LIFESTRATEGY INCOME FUND INVESTOR SHARES) |
-2.82%
Oct 2020 - Oct 2023 |
0.95%
Sep 2017 - Sep 2022 |
2.46%
Oct 2013 - Oct 2023 |
3.01%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VASIX (VANGUARD LIFESTRATEGY INCOME FUND INVESTOR SHARES) |
11.42%
Feb 2009 - Feb 2012 |
8.62%
Feb 2009 - Feb 2014 |
6.11%
Feb 2009 - Feb 2019 |
5.33%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart