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Vanguard Lifestrategy Moderate Growth Fund: (MF: VSMGX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$31.36 USD
+0.26 (0.84%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.33 | 59 |
| 3 months | 4.33 | 59 |
| 6 months | 12.60 | 60 |
| 1 Year | 12.67 | 57 |
| 3 Year | 2.55 | 61 |
| 5 Year | 6.53 | 52 |
| 10 Year | 6.16 | 40 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 90.29 |
| Bear Market (10/07 - 2/09) | -37.90 |
| Bull Market (2/09 - 3/21) | 274.63 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 12.67 |
| 5 Year | 6.53 |
| 10 Year | 6.16 |
| Since Inception | 7.34 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 4.33 | NA | NA | NA |
| 2023 | 5.50 | 3.37 | -3.20 | 7.93 |
| 2022 | -5.66 | -11.18 | -5.81 | 6.45 |
| 2021 | 1.92 | 4.88 | -0.71 | 3.70 |
| 2020 | -12.89 | 13.21 | 5.17 | 9.51 |
| 2019 | 8.62 | 3.34 | 1.12 | 5.15 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.33 | 13.93 | -15.99 | 10.07 | 13.59 | 19.36 | -4.90 | 15.02 | 7.12 | -0.58 | 6.63 |
| % Total Return Rel to Index | -6.22 | -12.31 | 2.20 | -18.60 | -4.80 | -12.12 | -0.51 | -6.76 | -4.81 | -1.97 | -7.00 |
| % Total Return Rel to Peer | -0.80 | 0.77 | -3.03 | -1.42 | 2.90 | 2.17 | 1.58 | 1.56 | 0.85 | 1.76 | 2.55 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.80 | 0.57 | 0.64 | 0.53 | 0.70 | 0.65 | 0.58 | 0.53 | 0.50 | 0.50 |
| % Yield | 0.00 | 2.47 | 1.96 | 1.76 | 1.58 | 2.30 | 2.46 | 2.02 | 2.08 | 2.03 | 1.97 |
| Capital Gains ($) | 0.00 | 0.00 | 0.15 | 0.65 | 0.55 | 0.01 | 0.36 | 0.04 | 0.01 | 0.39 | 0.05 |
| Expense Ratio | 0.00 | 0.13 | 0.13 | 0.13 | 0.13 | 0.13 | 0.13 | 0.05 | 0.14 | 0.16 | 0.16 |
* 1 = Top 20%, 5 = Bottom 20%