VSMGX
Vanguard LifeStrategy 60/40 Fund Investor Shares
$36.47−0.22 (−0.60%)Close Nov 12, 2026
Sep 30, 1994 – Nov 12, 2026, Dividends reinvested
- Final balance
- $106,554
- CAGR
- +7.64%
- Max drawdown
- −41.12%
- Sharpe ratio
- 0.71
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Growth of $10,000
Trailing returns (%)
VSMGX's average annual return was 8.22% over the last 10 years and 6.47% over the last 20 years, through Nov 12, 2026. $10,000 in VSMGX on Nov 11, 2016 grew to $22,034 by Nov 12, 2026, with dividends reinvested.
Total
- 1M
- −0.95%
- 3M
- −2.46%
- 6M
- +0.49%
- YTD
- +6.51%
- 1Y
- +6.93%
Per year
- 3Y
- +13.88%
- 5Y
- +5.69%
- 10Y
- +8.22%
- 15Y
- +7.97%
- 20Y
- +6.47%
- 25Y
- +6.68%
- 30Y
- +6.99%
- Since 1994
- +7.64%
Annual returns
1994 from Sep 30 · 2026 through Nov 12
VSMGX returns by year
| Year | Return |
|---|---|
| 2026 through Nov 12 | +6.51% |
| 2025 | +16.26% |
| 2024 | +10.28% |
| 2023 | +15.51% |
| 2022 | −16.01% |
| 2021 | +10.08% |
| 2020 | +13.59% |
| 2019 | +19.37% |
| 2018 | −4.90% |
| 2017 | +15.04% |
| 2016 | +7.14% |
| 2015 | −0.56% |
| 2014 | +7.07% |
| 2013 | +15.06% |
Metrics
Since 1994| Volatility | 11.31% |
|---|---|
| Sortino ratio | 1.00 |
| Calmar ratio | 0.19 |
| Best year, 1995 | +26.58% |
| Worst year, 2008 | −26.49% |
| Positive years | 24 of 31 |
| Longest drawdown | 3.4 years |
Worst drawdowns
Since 1994| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −41.1% | Oct 2007 | Mar 2009 | Feb 2011 | 3.3 years |
| −27.2% | Sep 2000 | Oct 2002 | Jan 2004 | 3.4 years |
| −22.4% | Feb 2020 | Mar 2020 | Aug 2020 | 5 months |
| −22.3% | Nov 2021 | Oct 2022 | Mar 2024 | 2.4 years |
| −12.9% | Apr 2011 | Oct 2011 | Feb 2012 | 10 months |