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Address And Details

100 Vanguard Blvd. , Malvern, PA 19355
Fund Manager William A. Coleman
Manager Tenure 3 Months

Strategy And Objective

LifeStrategy Conservative Growth Fund seeks current income and low to moderate growth by investing in other Vanguard mutual funds according to a fixed formula that typically results in an allocation of about 60% of assets to bonds, 20% to short-term fixed-income investments, and 20% to common stocks.

Net Asset Value

as of 5:54 PM ET 05/23/2022

Performance

  • 1 Week
  • +0.25%
  • 1 Month
  • -2.31%
  • 3 Months
  • -6.18%
  • 1 Yr Return
  • -11.95%
  • 5 Yr Return
  • +5.50%

Equity Sector Breakdown

Finance 98.48%
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 98.48%
Stocks 1.52%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 11.24 B

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -2.09 -1.42 -0.49
Beta 0.42 0.41 0.40
R Squared 0.88 0.87 0.84
Std Deviation 8.42 7.18 5.97
Sharpe Ratio 0.46 0.55 n/a

Purchase Information

as of 5:49 PM ET 05/20/2022
Minimum 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
  • -7.26%
  • -0.18%
-7.26% -0.18%
3 Year
  • +4.17%
  • +6.52%
+4.17% +6.52%
10 Year
  • +5.35%
  • +5.94%
+5.35% +5.94%
Life Of Fund
  • +6.55%
  • +6.78%
+6.55% +6.78%

Top 10 Holdings

Symbol Company Name % Of Assets
VTBIX VANGUARD TOTAL BOND MKT II ID 41.42%
VTSMX VANGUARD TOT STK MRKT INDX FD 23.18%
VTIBX VANGUARD TOTAL INTL BOND IX 16.11%
VGTSX VANGUARD TOTAL INTL STOCK 15.90%
VTIIX VANGUARD TOTAL INTL BD II IDX 1.87%
CASH TOTAL*CASH 1.46%
OTHER TOTAL*OTHER 0.05%

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