Address And Details
100 Vanguard Blvd. , Malvern, PA 19355 | |
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Fund Manager | William A. Coleman |
Manager Tenure | 3 Months |
Strategy And Objective
Vanguard LifeStrategy Income Fund is an open-end fund incorporated in the USA. The Fund's objective is to provide current income and some growth of capital. The Fund invests in other Vanguard mutual funds according to a fixed formula that over time should reflect an allocation of about 60% of assets to bonds, 20% to short-term fixed-income investments, and 20% to common stocks.
Equity Sector Breakdown
Finance | 98.75% | |
ConsumerDurables | n/a | |
Energy | n/a | |
Health | n/a | |
IndustrialCyclical | n/a | |
NonDurables | n/a | |
RetailTrade | n/a | |
Services | n/a | |
Technology | n/a | |
Utilities | n/a |
Asset Allocation
Asset Type | % Of Allocation | |
---|---|---|
Other | 98.75% | |
Stocks | 1.25% | |
Cash | 0.00% | |
Bonds | 0.00% | |
Preferred | 0.00% | |
Convertible | 0.00% | |
ForeignStocks | 0.00% | |
ForeignBonds | 0.00% | |
ForeignHedged | 0.00% |
Total Net Assets | 5.22 B |
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Risk Measures
Criteria | 3 Years | 5 Years | 10 Years |
---|---|---|---|
Alpha | -1.72 | -0.91 | 0.15 |
Beta | 0.24 | 0.23 | 0.21 |
R Squared | 0.63 | 0.60 | 0.52 |
Std Deviation | 5.70 | 4.77 | 4.02 |
Sharpe Ratio | 0.30 | 0.43 | n/a |
Purchase Information
as of 5:59 PM ET 05/19/2022Minimum Initial | $3000 |
---|---|
Minimum Additional | $1 |
Minimum Initial IRA | $0 |
Performance
Timeframe | Average Annual Current Performance Monthly As Of 04/30/2022 | Average Annual Current Performance Quarterly As Of 03/31/2022 | Avg Annual Current Performance Monthly As Of 04/30/2022 | Avg Annual Current Performance Quarterly As Of 03/31/2022 |
---|---|---|---|---|
1 Year |
|
|
-7.65% | -2.29% |
3 Year |
|
|
+2.14% | +3.90% |
10 Year |
|
|
+3.58% | +4.11% |
Life Of Fund |
|
|
+5.71% | +5.90% |
Top 10 Holdings
Latest News
TheStreet.com Ratings' Top Vanguard Funds
Aug 22, 2008 6:06 PM EDT
Dear Dagen: Asset-Allocation Funds
Mar 5, 2002 12:07 PM EST