Vanguard LifeStrategy Conservative Gr
(MUTF:VSCGX) Watch this mutual fundFind more results for
VSCGX
Performance
Trailing returns
| 1 day |
| -0.52% | |||
| 1 week | +0.66% |
| |||
| 4 week | +0.33% |
| |||
| 3 month | +6.19% |
| |||
| YTD | +16.72% |
| |||
| 1 year | +26.45% |
| |||
| 3 years* | +0.53% |
| |||
| 5 years* | +3.50% |
| |||
| *annualized | |||||
| Best 3 month return | +14.41% | |
| Worst 3 month return | -17.04% |
Morningstar statistics
Morningstar category: Conservative Allocation
| Return | Risk | Rating | |
| 3 years | Average | Average |
 
|
| 5 years | Average | Average |
|
| 10 years | Average | Average |
|
| Overall | Average | Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 5.49B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.22% | |
| Management fee | - | |
| Fund family | Vanguard |
Asset allocation
| Cash | 10.52% | |
| Stocks | 41.60% | |
| Bonds | 46.60% | |
| Preferred | 0.12% | |
| Other | 1.16% |
Purchase information
| Initial | $3,000 | |
| Additional | $100 | |
| IRA Initial | $3,000 | |
| AIP Initial | $3,000 | |
| AIP Additional | $100 |
15.19
-0.03 (-0.20%)
Nov 20, 8:00PM EST
Overall Morningstar RatingTM
Description
The investment seeks current income and low to moderate capital growth.
The fund typically allocates assets within the following ranges: 40% in bonds, 20% in short-term fixed income securities and 40% in common stock. It invests in combinations of the following Vanguard funds: Total Bond Market II Index fund, Asset Allocation fund, Short-Term Investment-Grade fund, Total Stock Market Index fund, Total International Stock Index fund. The fund is nondiversified.
Fund filings (PDF) »
Fund filings (PDF) »
Asset manager:
No Manager (Started: Sep 30, 1994)
No Manager (Started: Sep 30, 1994)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -0.28 | -0.66 | -1.09 | -0.74 | |
| Beta* | 0.80 | 0.73 | 0.80 | 0.78 | |
| Mean annual return | 1.13 | 0.05 | 0.30 | 0.33 | |
| R-squared* | 98.81 | 97.75 | 98.01 | 96.24 | |
| Standard deviation | 12.22 | 10.81 | 8.74 | 7.88 | |
| Sharpe ratio | 1.10 | -0.17 | 0.07 | 0.13 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Vanguard Total Bond Market II Idx Inv | 29.97% | |
| Vanguard Asset Allocation | 24.85% | |
| Vanguard Total Stock Mkt Idx | 20.03% | |
| Vanguard Short-Term Investment-Grade | 19.93% | |
| Vanguard Total Intl Stock Index | 4.99% | |
| CMT Market Liquidity Rate | 0.23% |