Last Update: 31 October 2022

The Vanguard LifeStrategy Conservative Growth Portfolio obtained a 6.39% compound annual return, with a 6.64% standard deviation, in the last 30 Years.

The Dynamic 40/60 Income Portfolio obtained a 7.03% compound annual return, with a 7.91% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Vanguard LifeStrategy Conservative Growth Portfolio Dynamic 40/60 Income Portfolio
Risk Medium Medium
Asset Allocation Stocks 40% 40%
Fixed Income 60% 60%
Commodities 0% 0%
30 Years Stats Return +6.39% +7.03%
Std Dev 6.64% 7.91%
Max Drawdown -21.90% -29.84%

Last Update: 31 October 2022

Historical Returns as of Oct 31, 2022

Comparison period starts from January 1992

Swipe left to see all data
1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Vanguard LifeStrategy Conservative Growth Portfolio +1.88 -7.11 -16.61 +2.28 +4.31 +6.39 +6.26
Dynamic 40/60 Income Portfolio +1.47 -5.85 -15.31 +1.92 +3.96 +7.03 +7.15
(*) Returns over 1 year are annualized

Capital Growth as of Oct 31, 2022

Vanguard LifeStrategy Conservative Growth Portfolio: an investment of 1000$, since November 1992, now would be worth 6410.84$, with a total return of 541.08% (6.39% annualized).

Dynamic 40/60 Income Portfolio: an investment of 1000$, since November 1992, now would be worth 7672.72$, with a total return of 667.27% (7.03% annualized).

Vanguard LifeStrategy Conservative Growth Portfolio: an investment of 1000$, since January 1992, now would be worth 6504.27$, with a total return of 550.43% (6.26% annualized).

Dynamic 40/60 Income Portfolio: an investment of 1000$, since January 1992, now would be worth 8399.13$, with a total return of 739.91% (7.15% annualized).

Drawdowns

Drawdown comparison chart since October 1992.

Swipe left to see all data
Vanguard LifeStrategy Conservative Growth Portfolio
Dynamic 40/60 Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.84% Nov 2007 Feb 2009
-21.90% Nov 2007 Feb 2009
-18.57% Jan 2022 Sep 2022
-17.33% Jan 2022 Sep 2022
-12.42% Feb 2020 Mar 2020
-9.38% May 1998 Aug 1998
-8.46% Feb 2020 Mar 2020
-8.06% Feb 2001 Sep 2002
-7.19% Jun 2011 Sep 2011
-6.73% May 2002 Jul 2002
-6.00% May 2011 Sep 2011
-5.36% Feb 1994 Jun 1994
-5.30% Jul 1998 Aug 1998
-5.09% Oct 2018 Dec 2018
-4.90% Feb 1994 Jun 1994
-4.63% Sep 2018 Dec 2018
-4.56% May 2015 Sep 2015
-4.13% Sep 2000 Nov 2000
-4.06% Jun 2015 Sep 2015
-3.80% Sep 2000 Nov 2000

Drawdown comparison chart since January 1992.

Swipe left to see all data
Vanguard LifeStrategy Conservative Growth Portfolio
Dynamic 40/60 Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.84% Nov 2007 Feb 2009
-21.90% Nov 2007 Feb 2009
-18.57% Jan 2022 Sep 2022
-17.33% Jan 2022 Sep 2022
-12.42% Feb 2020 Mar 2020
-9.38% May 1998 Aug 1998
-8.46% Feb 2020 Mar 2020
-8.06% Feb 2001 Sep 2002
-7.19% Jun 2011 Sep 2011
-6.73% May 2002 Jul 2002
-6.00% May 2011 Sep 2011
-5.36% Feb 1994 Jun 1994
-5.30% Jul 1998 Aug 1998
-5.09% Oct 2018 Dec 2018
-4.90% Feb 1994 Jun 1994
-4.63% Sep 2018 Dec 2018
-4.56% May 2015 Sep 2015
-4.13% Sep 2000 Nov 2000
-4.06% Jun 2015 Sep 2015
-3.80% Sep 2000 Nov 2000

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

Swipe left to see all data
Year Vanguard LifeStrategy Conservative Growth Portfolio Dynamic 40/60 Income Portfolio
2022
-17.04% -16.11%
2021
+6.29% +6.72%
2020
+10.90% +8.28%
2019
+15.98% +15.91%
2018
-3.06% -3.18%
2017
+11.40% +9.18%
2016
+5.76% +7.53%
2015
-0.23% +0.21%
2014
+6.30% +7.01%
2013
+9.27% +6.13%
2012
+10.01% +12.70%
2011
+2.86% +2.96%
2010
+10.21% +11.25%
2009
+17.23% +22.37%
2008
-13.37% -14.80%
2007
+7.58% +0.88%
2006
+10.35% +9.18%
2005
+5.91% +5.23%
2004
+9.28% +8.41%
2003
+16.21% +21.64%
2002
-2.19% +1.03%
2001
-0.37% +8.71%
2000
+1.40% +3.43%
1999
+10.23% +11.02%
1998
+14.76% +6.04%
1997
+10.41% +16.36%
1996
+8.12% +16.81%
1995
+20.68% +23.17%
1994
-0.91% -3.19%
1993
+14.36% +14.73%
1992
+4.96% +12.95%
Share this page