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USD
Vanguard LifeStrategy 80/20 Inv Shrs (VASGX)
54.80
-0.74
(-1.33%)
At close: October 30 at 8:08:34 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.84% |
|---|---|
| 5y Average Return | 7.90% |
| Number of Years Up | 23 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Oct 30, 2026) | 23.13% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 23.13% |
| Worst 3Y Total Return | 3.06% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VASGX
Category
- YTD
- 9.89%
- 0.00%
- 1-Month
- -1.65%
- 0.00%
- 3-Month
- -0.13%
- 0.00%
- 1-Year
- 12.96%
- 0.00%
- 3-Year
- 17.97%
- 0.00%
- 5-Year
- 8.96%
- 0.00%
- 10-Year
- 10.27%
- 0.00%
- Last Bull Market
- 24.32%
- 0.00%
- Last Bear Market
- -13.23%
- 0.00%
Annual Total Return (%) History
Year
VASGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-1.30% | 11.48% | -0.13% | -- |
|
2025
|
-0.32% | 9.58% | 6.55% | 2.79% |
|
2024
|
6.06% | 1.79% | 6.50% | -1.56% |
|
2023
|
6.22% | 4.70% | -3.40% | 10.36% |
|
2022
|
-5.72% | -13.23% | -6.36% | 8.22% |
|
2021
|
3.70% | 6.01% | -0.96% | 5.02% |
|
2020
|
-17.60% | 16.82% | 6.63% | 12.47% |
|
2019
|
10.55% | 3.45% | 0.56% | 7.07% |
|
2018
|
-0.56% | 0.87% | 3.53% | -10.35% |
|
2017
|
5.58% | 3.54% | 4.19% | 4.67% |
Rank in Category (By Total Return)
| YTD | 31 |
| 1-Month | 19 |
|---|---|
| 3-Month | 13 |
| 1-Year | 27 |
| 3-Year | 14 |
| 5-Year | 21 |
Load Adjusted Returns
| 1-Year | 12.96% |
| 3-Year | 17.97% |
|---|---|
| 5-Year | 8.96% |
| 10-Year | 10.27% |
Performance & Risk
| YTD Return | 8.84% |
| 5y Average Return | 7.90% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Vanguard |
| Net Assets | 26.79B |
| YTD Return | 9.89% |
| Yield | 2.01% |
| Morningstar Rating | |
| Inception Date | Sep 30, 1994 |
Fund Summary
The fund invests in a mix of Vanguard mutual funds according to an asset-allocation strategy that reflects an allocation of approximately 20% of the fund’s assets to fixed-income securities and 80% to common stocks. The fund’s indirect fixed-income holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar.
