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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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 23.13% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 23 |
| Number of Years Down | 8 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
VASGX | Category Average | VASGX | Category Average | VASGX | Category Average |
|
Alpha
|
3.38 | -- | 2.78 | -- | 1.6 | -- |
|
BETA
|
1.08 | -- | 1.14 | -- | 1.21 | -- |
|
Mean Annual Return
|
1.43 | -- | 0.79 | -- | 0.88 | -- |
|
R-squared
|
94.74 | -- | 97.04 | -- | 97.63 | -- |
|
Standard Deviation
|
10.12 | -- | 12.85 | -- | 12.41 | -- |
|
Sharpe Ratio
|
1.25 | -- | 0.43 | -- | 0.65 | -- |
|
Treynor Ratio
|
12.3 | -- | 4.34 | -- | 6.4 | -- |
