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Vanguard Lifestrategy Moderate Growth Fund: (MF: VSMGX)

(NASDAQ Mutual Funds) As of May 4, 2026 06:59 PM ET

$36.10 USD

-0.12 (-0.33%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -1.04 52
3 months -1.04 52
6 months 1.25 50
1 Year 14.77 43
3 Year 11.07 50
5 Year 5.57 52
10 Year 7.64 46

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 90.29
Bear Market (10/07 - 2/09) -37.90
Bull Market (2/09 - 3/21) 369.99

Load Adjusted Returns as of Mar 31, 2026

1 Year 14.77
5 Year 5.57
10 Year 7.64
Since Inception 7.52

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.04 NA NA NA
2025 0.22 7.64 5.29 2.32
2024 4.33 1.36 6.15 -1.74
2023 5.50 3.37 -3.20 7.93
2022 -5.66 -11.18 -5.81 6.45
2021 1.92 4.88 -0.71 3.70

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.0416.2310.3113.93-15.9910.0713.5919.36-4.9015.027.12
% Total Return Rel to Index 3.19-1.98-14.71-12.312.20-18.60-4.80-12.12-0.51-6.76-4.81
% Total Return Rel to Peer -0.121.730.390.77-3.03-1.422.902.171.581.560.85
% Perf Quintile vs Peer* 3.002.003.003.003.004.003.003.002.003.003.00
% Dividends 0.000.940.890.800.570.640.530.700.650.580.53
% Yield 0.002.502.762.841.961.761.582.302.462.022.08
Capital Gains ($) 0.000.871.350.000.150.650.550.010.360.040.01
Expense Ratio 0.000.130.130.130.130.130.130.130.130.050.14

* 1 = Top 20%, 5 = Bottom 20%