Vanguard LifeStrategy Growth Fund vs US Stocks Minimum Volatility Portfolio Comparison

Last Update: 29 February 2024

The Vanguard LifeStrategy Growth Fund Portfolio obtained a 7.70% compound annual return, with a 12.41% standard deviation, in the last 30 Years.

The US Stocks Minimum Volatility Portfolio obtained a 9.77% compound annual return, with a 13.71% standard deviation, in the last 30 Years.

Summary

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Vanguard LifeStrategy Growth Fund Portfolio US Stocks Minimum Volatility Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
30 Years Stats Return +7.70% +9.77%
Std Dev 12.41% 13.71%
Max Drawdown -44.18% -43.27%
All time Stats
(Since Jan 1985)
Return +9.52% +11.14%
Std Dev 12.38% 14.21%
Max Drawdown -44.18% -43.27%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Vanguard LifeStrategy Growth Fund Portfolio +3.35 +9.62 +18.69 +8.72 +7.56 +7.70 +9.52
US Stocks Minimum Volatility Portfolio +2.09 +9.89 +17.47 +9.15 +10.62 +9.77 +11.14
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Vanguard LifeStrategy Growth Fund Portfolio: an investment of 1$, since March 1994, now would be worth 9.25$, with a total return of 825.05% (7.70% annualized).

US Stocks Minimum Volatility Portfolio: an investment of 1$, since March 1994, now would be worth 16.37$, with a total return of 1536.95% (9.77% annualized).

Vanguard LifeStrategy Growth Fund Portfolio: an investment of 1$, since January 1985, now would be worth 35.22$, with a total return of 3421.57% (9.52% annualized).

US Stocks Minimum Volatility Portfolio: an investment of 1$, since January 1985, now would be worth 62.63$, with a total return of 6163.30% (11.14% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Vanguard LifeStrategy Growth Fund Portfolio
US Stocks Minimum Volatility Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-44.18% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.49
-43.27% Nov 2007 Feb 2009 (16) Feb 2011 (40) 20.28
-35.36% Sep 2000 Sep 2002 (25) Jul 2005 (59) 18.12
-33.43% Apr 2000 Sep 2002 (30) Dec 2004 (57) 17.98
-23.11% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.67
-19.06% Feb 2020 Mar 2020 (2) Nov 2020 (10) 8.46
-17.35% Jan 2022 Sep 2022 (9) Jan 2024 (25) 8.33
-17.22% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.87
-16.52% Jul 1998 Aug 1998 (2) Nov 1998 (5) 8.42
-15.97% May 2011 Sep 2011 (5) Sep 2012 (17) 6.35
-12.34% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.52
-11.70% May 2011 Sep 2011 (5) Dec 2011 (8) 4.61
-10.58% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.27
-10.02% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.29
-9.14% Jul 1999 Sep 1999 (3) Dec 1999 (6) 4.76
-7.56% Oct 2018 Dec 2018 (3) Feb 2019 (5) 3.65
-5.47% Aug 1997 Aug 1997 (1) Dec 1997 (5) 2.74
-5.27% Aug 2016 Oct 2016 (3) Feb 2017 (7) 2.90
-5.24% Jul 1996 Jul 1996 (1) Sep 1996 (3) 3.27
-5.12% Aug 2015 Sep 2015 (2) Oct 2015 (3) 3.42

Drawdown comparison chart since January 1985.

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Vanguard LifeStrategy Growth Fund Portfolio
US Stocks Minimum Volatility Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-44.18% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.49
-43.27% Nov 2007 Feb 2009 (16) Feb 2011 (40) 20.28
-35.36% Sep 2000 Sep 2002 (25) Jul 2005 (59) 18.12
-33.43% Apr 2000 Sep 2002 (30) Dec 2004 (57) 17.98
-30.08% Sep 1987 Nov 1987 (3) May 1989 (21) 16.33
-23.11% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.67
-19.06% Feb 2020 Mar 2020 (2) Nov 2020 (10) 8.46
-18.83% Sep 1987 Nov 1987 (3) Jan 1989 (17) 8.70
-17.35% Jan 2022 Sep 2022 (9) Jan 2024 (25) 8.33
-17.22% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.87
-16.52% Jul 1998 Aug 1998 (2) Nov 1998 (5) 8.42
-15.97% May 2011 Sep 2011 (5) Sep 2012 (17) 6.35
-15.83% Jan 1990 Sep 1990 (9) Feb 1991 (14) 8.17
-14.10% Jun 1990 Oct 1990 (5) Feb 1991 (9) 7.72
-12.34% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.52
-11.70% May 2011 Sep 2011 (5) Dec 2011 (8) 4.61
-10.58% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.27
-10.02% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.29
-9.14% Jul 1999 Sep 1999 (3) Dec 1999 (6) 4.76
-8.39% Sep 1986 Sep 1986 (1) Jan 1987 (5) 3.95

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+3.29%
-0.05%
+4.31%
0.00%
2023
+18.86%
-8.61%
+10.34%
-4.29%
2022
-16.96%
-23.11%
-9.42%
-17.35%
2021
+14.57%
-3.51%
+20.84%
-4.99%
2020
+15.01%
-17.22%
+5.64%
-19.06%
2019
+23.41%
-4.69%
+27.69%
-1.61%
2018
-6.89%
-10.58%
+1.36%
-7.56%
2017
+19.59%
0.00%
+18.91%
-0.35%
2016
+8.36%
-4.84%
+10.57%
-5.27%
2015
-1.21%
-8.87%
+5.45%
-5.12%
2014
+5.91%
-3.07%
+16.33%
-3.04%
2013
+20.25%
-2.32%
+25.09%
-3.26%
2012
+14.96%
-7.23%
+10.82%
-2.17%
2011
-2.40%
-15.97%
+12.70%
-11.70%
2010
+13.52%
-9.79%
+14.52%
-12.81%
2009
+27.33%
-15.58%
+18.18%
-19.43%
2008
-30.83%
-33.74%
-25.77%
-28.06%
2007
+8.81%
-4.40%
+4.15%
-5.15%
2006
+16.83%
-3.10%
+14.77%
-3.11%
2005
+8.65%
-3.29%
+6.45%
-3.39%
2004
+13.76%
-2.77%
+14.34%
-2.88%
2003
+28.46%
-3.92%
+19.79%
-5.68%
2002
-12.94%
-18.80%
-15.44%
-24.56%
2001
-9.88%
-18.66%
-7.96%
-20.58%
2000
-7.93%
-11.97%
+2.67%
-9.24%
1999
+20.92%
-2.83%
+7.63%
-9.14%
1998
+18.39%
-12.34%
+22.82%
-16.52%
1997
+15.66%
-4.68%
+30.20%
-5.47%
1996
+12.34%
-3.62%
+14.96%
-5.24%
1995
+22.27%
-1.04%
+36.61%
-0.39%
1994
+2.23%
-4.78%
+0.13%
-7.03%
1993
+17.02%
-4.25%
+11.82%
-2.26%
1992
+1.35%
-4.94%
+6.42%
-2.83%
1991
+22.00%
-4.33%
+28.86%
-4.68%
1990
-9.21%
-15.83%
-2.01%
-14.10%
1989
+20.19%
-2.11%
+35.71%
-2.13%
1988
+18.08%
-3.25%
+15.74%
-3.84%
1987
+11.43%
-18.83%
+3.77%
-30.08%
1986
+30.37%
-4.99%
+17.36%
-8.39%
1985
+35.82%
-2.28%
+32.55%
-3.71%