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Vanguard LifeStrategy 60/40 Inv Shrs (VSMGX)
36.49
-0.34
(-0.92%)
At close: October 30 at 8:08:35 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.57% |
|---|---|
| 5y Average Return | 5.96% |
| Number of Years Up | 24 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Oct 30, 2026) | 19.37% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 19.37% |
| Worst 3Y Total Return | 1.65% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VSMGX
Category
- YTD
- 6.77%
- 0.00%
- 1-Month
- -1.80%
- 0.00%
- 3-Month
- -0.89%
- 0.00%
- 1-Year
- 9.25%
- 0.00%
- 3-Year
- 14.42%
- 0.00%
- 5-Year
- 6.61%
- 0.00%
- 10-Year
- 8.03%
- 0.00%
- Last Bull Market
- 19.37%
- 0.00%
- Last Bear Market
- -11.18%
- 0.00%
Annual Total Return (%) History
Year
VSMGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-1.04% | 8.87% | -0.89% | -- |
|
2025
|
0.22% | 7.65% | 5.29% | 2.32% |
|
2024
|
4.37% | 1.33% | 6.16% | -1.74% |
|
2023
|
5.50% | 3.37% | -3.21% | 9.40% |
|
2022
|
-5.66% | -11.18% | -5.81% | 6.45% |
|
2021
|
1.93% | 4.89% | -0.71% | 3.70% |
|
2020
|
-12.89% | 13.22% | 5.17% | 9.52% |
|
2019
|
8.63% | 3.34% | 1.13% | 5.15% |
|
2018
|
-0.59% | 0.67% | 2.64% | -7.42% |
|
2017
|
4.35% | 2.95% | 3.35% | 3.63% |
Rank in Category (By Total Return)
| YTD | 58 |
| 1-Month | 22 |
|---|---|
| 3-Month | 54 |
| 1-Year | 58 |
| 3-Year | 31 |
| 5-Year | 38 |
Load Adjusted Returns
| 1-Year | 9.25% |
| 3-Year | 14.42% |
|---|---|
| 5-Year | 6.61% |
| 10-Year | 8.03% |
Performance & Risk
| YTD Return | 6.57% |
| 5y Average Return | 5.96% |
| Rank in Category (ytd) | 58 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Vanguard |
| Net Assets | 24.11B |
| YTD Return | 6.77% |
| Yield | 2.49% |
| 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 40% of the fund’s assets to fixed-income securities and 60% 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.
