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USD
Vanguard LifeStrategy 40/60 Inv (VSCGX)
22.34
-0.12
(-0.53%)
At close: October 30 at 8:04:17 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.27% |
|---|---|
| 5y Average Return | 4.00% |
| Number of Years Up | 25 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Oct 30, 2026) | 15.68% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 15.68% |
| Worst 3Y Total Return | 0.18% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VSCGX
Category
- YTD
- 3.71%
- 0.00%
- 1-Month
- -1.95%
- 0.00%
- 3-Month
- -1.64%
- 0.00%
- 1-Year
- 5.60%
- 0.00%
- 3-Year
- 10.92%
- 0.00%
- 5-Year
- 4.28%
- 0.00%
- 10-Year
- 5.78%
- 0.00%
- Last Bull Market
- 14.44%
- 0.00%
- Last Bear Market
- -9.05%
- 0.00%
Annual Total Return (%) History
Year
VSCGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-0.76% | 6.24% | -1.64% | -- |
|
2025
|
0.79% | 5.66% | 4.07% | 1.83% |
|
2024
|
2.71% | 0.90% | 5.74% | -1.86% |
|
2023
|
4.80% | 2.03% | -2.99% | 8.43% |
|
2022
|
-5.67% | -9.05% | -5.29% | 4.62% |
|
2021
|
0.21% | 3.77% | -0.46% | 2.46% |
|
2020
|
-8.00% | 9.68% | 3.72% | 6.55% |
|
2019
|
6.75% | 3.20% | 1.65% | 3.30% |
|
2018
|
-0.65% | 0.51% | 1.69% | -4.42% |
|
2017
|
3.07% | 2.32% | 2.51% | 2.61% |
Rank in Category (By Total Return)
| YTD | 60 |
| 1-Month | 25 |
|---|---|
| 3-Month | 54 |
| 1-Year | 60 |
| 3-Year | 29 |
| 5-Year | 34 |
Load Adjusted Returns
| 1-Year | 5.60% |
| 3-Year | 10.92% |
|---|---|
| 5-Year | 4.28% |
| 10-Year | 5.78% |
Performance & Risk
| YTD Return | 4.27% |
| 5y Average Return | 4.00% |
| Rank in Category (ytd) | 60 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.77 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Vanguard |
| Net Assets | 11.02B |
| YTD Return | 3.71% |
| Yield | 3.01% |
| 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 60% of the fund’s assets to fixed-income securities and 40% 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.
