Vanguard Lifestrategy Fund Conservative Growth Fund: (MF: VSCGX)
(NASDAQ Mutual Funds) As of Apr 28, 2025 08:00 PM ET
$20.59 USD
+0.05 (0.24%)
Latest Performance as of Mar 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 0.79 | 69 |
3 months | 0.79 | 69 |
6 months | -1.08 | 71 |
1 Year | 5.48 | 62 |
3 Year | 2.42 | 90 |
5 Year | 5.43 | 94 |
10 Year | 4.45 | 88 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 65.74 |
Bear Market (10/07 - 2/09) | -27.95 |
Bull Market (2/09 - 3/21) | 195.48 |
Load Adjusted Returns as of Mar 31, 2025
1 Year | 5.48 |
5 Year | 5.42 |
10 Year | 4.45 |
Since Inception | 6.30 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 0.79 | NA | NA | NA |
2024 | 2.75 | 0.85 | 5.74 | -1.86 |
2023 | 4.80 | 2.02 | -2.98 | 6.01 |
2022 | -5.67 | -9.05 | -5.28 | 4.62 |
2021 | 0.20 | 3.76 | -0.45 | 2.45 |
2020 | -8.00 | 9.67 | 3.72 | 6.54 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 0.79 | 7.53 | 9.97 | -14.99 | 6.05 | 11.51 | 15.68 | -2.95 | 10.97 | 5.90 | -0.18 |
% Total Return Rel to Index | 5.06 | -17.48 | -16.27 | 3.21 | -22.63 | -6.89 | -15.80 | 1.43 | -10.82 | -6.03 | -1.57 |
% Total Return Rel to Peer | -1.32 | -4.10 | 0.59 | -8.02 | -14.95 | 6.35 | -6.30 | 4.06 | -3.14 | -5.45 | 3.30 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 5.00 | 1.00 | 5.00 | 1.00 | 4.00 | 5.00 | 1.00 |
% Dividends | 0.13 | 0.66 | 0.59 | 0.39 | 0.45 | 0.39 | 0.54 | 0.50 | 0.44 | 0.40 | 0.39 |
% Yield | 0.60 | 2.94 | 2.95 | 1.92 | 1.82 | 1.60 | 2.42 | 2.52 | 2.07 | 2.08 | 2.04 |
Capital Gains ($) | 0.00 | 0.79 | 0.00 | 0.14 | 0.50 | 0.35 | 0.01 | 0.20 | 0.05 | 0.04 | 0.18 |
Expense Ratio | 0.00 | 0.12 | 0.12 | 0.12 | 0.12 | 0.12 | 0.12 | 0.12 | 0.09 | 0.13 | 0.15 |
* 1 = Top 20%, 5 = Bottom 20%