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Vanguard Lifestrategy Growth Fund: (MF: VASGX)
(NASDAQ Mutual Funds) As of Aug 2, 2024 08:00 PM ET
$44.08 USD
-0.60 (-1.34%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.95 | 31 |
| 3 months | 1.83 | 16 |
| 6 months | 7.95 | 31 |
| 1 Year | 14.34 | 33 |
| 3 Year | 3.12 | 33 |
| 5 Year | 8.43 | 28 |
| 10 Year | 7.47 | 18 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 116.62 |
| Bear Market (10/07 - 2/09) | -47.55 |
| Bull Market (2/09 - 3/21) | 409.67 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 14.33 |
| 5 Year | 8.42 |
| 10 Year | 7.47 |
| Since Inception | 8.05 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.00 | 1.83 | NA | NA |
| 2023 | 6.21 | 4.69 | -3.40 | 9.63 |
| 2022 | -5.71 | -13.22 | -6.35 | 8.22 |
| 2021 | 3.70 | 6.01 | -0.95 | 5.01 |
| 2020 | -17.59 | 16.82 | 6.63 | 12.47 |
| 2019 | 10.54 | 3.44 | 0.55 | 7.07 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.95 | 17.77 | -17.09 | 14.35 | 15.45 | 23.13 | -6.89 | 19.19 | 8.31 | -1.17 | 7.17 |
| % Total Return Rel to Index | -7.34 | -8.46 | 1.11 | -14.33 | -2.94 | -8.35 | -2.50 | -2.60 | -3.62 | -2.56 | -6.46 |
| % Total Return Rel to Peer | 1.76 | 4.62 | -4.12 | 2.84 | 4.76 | 5.93 | -0.40 | 5.73 | 2.04 | 1.17 | 3.09 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 2.00 | 2.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 1.00 |
| % Dividends | 0.43 | 0.97 | 0.75 | 0.82 | 0.67 | 0.83 | 0.77 | 0.70 | 0.64 | 0.60 | 0.60 |
| % Yield | 0.92 | 2.20 | 1.97 | 1.73 | 1.55 | 2.18 | 2.37 | 1.97 | 2.09 | 2.02 | 1.97 |
| Capital Gains ($) | 0.00 | 0.00 | 0.04 | 0.74 | 0.74 | 0.01 | 0.53 | 0.01 | 0.00 | 0.64 | 0.18 |
| Expense Ratio | 0.00 | 0.14 | 0.14 | 0.14 | 0.14 | 0.14 | 0.14 | 0.07 | 0.15 | 0.17 | 0.17 |
* 1 = Top 20%, 5 = Bottom 20%