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VSCGX: VANGUARD LIFESTRATEGY CONSERVATIVE GROWTH FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 22.54 0.33(1.44%) June 05
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 12/23/1994 |
| Last Dividend Date: | 03/30/2026 |
| 12-Mo. Yield | 5.71% |
| Expenses | 0.12% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 3.9 | 12.6 | 10.3 | 4.4 | 6.1 | 5.8 | 5.6 | 6.7 | 12.9 | 7.5 | 12.5 | -15.0 | 6.0 | 11.5 | 15.7 | -3.0 | 10.7 | 5.7 | -0.2 | 7.0 | 9.1 | 9.2 | 1.8 | 11.1 | 17.1 | -19.5 | 7.0 | 10.6 | 4.5 | 8.0 | 16.6 | -5.4 | -0.0 | 3.0 | 7.9 | 16.1 | 16.5 | 10.4 | 23.1 | -0.0 |
| Sharpe Ratio | NA | 1.44 | 1.96 | 1.19 | 0.29 | 0.24 | NA | NA | 0.39 | 1.46 | 0.65 | 1.32 | -1.54 | 1.13 | 0.89 | 0.25 | -0.76 | 3.79 | 1.0 | -0.04 | 1.71 | 1.88 | 1.94 | 0.18 | 1.51 | 1.35 | -1.05 | 0.55 | 1.34 | 0.43 | 1.33 | 2.15 | -0.61 | -0.29 | -0.15 | 0.62 | 1.63 | 1.88 | 1.04 | 4.16 | -0.27 |
| Draw Down(%) | NA | 5.2 | 5.2 | 6.7 | 20.1 | 33.1 | NA | NA | 33.1 | 6.2 | 3.2 | 6.7 | 19.5 | 2.7 | 15.9 | 33.1 | 7.3 | 1.0 | 3.5 | 5.9 | 2.9 | 4.9 | 3.5 | 8.4 | 5.4 | 14.1 | 28.1 | 3.9 | 3.9 | 3.3 | 4.8 | 6.0 | 13.4 | 10.4 | 5.4 | 4.7 | 7.4 | 4.7 | 3.4 | 1.5 | 1.9 |
| Standard Deviation(%) | NA | 7.8 | 6.2 | 6.7 | 7.5 | 19.1 | NA | NA | 12.8 | 6.9 | 6.0 | 6.7 | 10.7 | 5.3 | 12.7 | 56.1 | 5.7 | 2.7 | 5.5 | 5.5 | 4.1 | 4.8 | 4.7 | 9.7 | 7.3 | 12.5 | 19.4 | 7.0 | 5.4 | 5.1 | 5.3 | 7.4 | 10.6 | 8.7 | 7.8 | 7.2 | 7.8 | 6.8 | 6.4 | 4.6 | 23.9 |
| Treynor Ratio | NA | 0.1 | 0.12 | 0.1 | 0.02 | 0.05 | NA | NA | 0.06 | 0.11 | 0.04 | 0.13 | -0.16 | 0.07 | 0.13 | 0.08 | -0.04 | 0.12 | 0.05 | 0.0 | 0.07 | 0.09 | 0.08 | 0.01 | 0.09 | 0.13 | -0.15 | 0.03 | 0.07 | 0.03 | 0.07 | 0.15 | -0.05 | -0.03 | -0.04 | 0.18 | 0.35 | 0.16 | 0.08 | 0.26 | -0.02 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | NA | NA | 0.0 | 0.01 | 0.01 | 0.02 | -0.03 | -0.01 | 0.01 | 0.02 | 0.0 | 0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.05 | -0.01 | -0.01 | -0.03 | 0.0 | -0.01 | 0.01 | 0.0 | 0.02 | -0.04 | -0.03 | -0.02 | 0.02 | 0.04 | 0.0 | 0.01 | 0.0 | 0.09 |
| Beta | NA | 1.17 | 0.99 | 0.84 | 0.91 | 0.94 | NA | NA | 0.89 | 0.91 | 0.89 | 0.71 | 1.02 | 0.89 | 0.89 | 1.83 | 1.03 | 0.85 | 1.1 | 0.97 | 1.03 | 0.97 | 1.2 | 1.53 | 1.23 | 1.27 | 1.39 | 1.13 | 1.1 | 0.87 | 0.96 | 1.06 | 1.29 | 0.92 | 0.32 | 0.25 | 0.36 | 0.82 | 0.8 | 0.73 | 3.64 |
| RSquared | NA | 0.72 | 0.66 | 0.69 | 0.76 | 0.11 | NA | NA | 0.24 | 0.77 | 0.73 | 0.66 | 0.87 | 0.59 | 0.84 | 0.01 | 0.82 | 0.72 | 0.82 | 0.87 | 0.84 | 0.89 | 0.8 | 0.83 | 0.86 | 0.86 | 0.91 | 0.82 | 0.77 | 0.7 | 0.78 | 0.67 | 0.79 | 0.46 | 0.14 | 0.2 | 0.21 | 0.79 | 0.89 | 0.77 | 0.77 |
| Yield(%) | N/A | 0.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.9 | 7.2 | 5.6 | 2.3 | 4.3 | 3.5 | 2.9 | 3.5 | 2.4 | 2.3 | 3.1 | 4.8 | 2.6 | 4.5 | 2.6 | 2.8 | 3.1 | 3.2 | 3.6 | 3.3 | 2.9 | 3.0 | 2.9 | 3.5 | 4.2 | 5.7 | 5.0 | 5.9 | 6.2 | 6.2 | 4.8 | 1.4 |
| Dividend Growth(%) | N/A | -88.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -17.5 | 36.4 | 100.8 | -44.8 | 29.6 | 35.1 | -22.4 | 61.2 | 7.7 | -28.5 | -33.4 | 92.2 | -38.8 | 71.0 | -0.0 | 2.4 | -23.8 | -8.8 | 15.4 | 18.2 | 2.3 | 13.2 | -22.4 | -21.0 | -27.9 | 16.2 | -6.3 | 5.3 | 2.7 | 55.3 | 235.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/12/1994
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