Vanguard Lifestrategy Income Fund Quote
| VASIX Fund | USD 15.26 0.02 0.13% |
PerformanceVery Weak
| Odds Of DistressLow
|
Vanguard Lifestrategy is trading at 15.26 as of the 24th of March 2025; that is 0.13 percent down since the beginning of the trading day. The fund's open price was 15.28. Vanguard Lifestrategy has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The fund invests in a mix of Vanguard mutual funds according to an asset-allocation strategy that reflects an allocation of approximately 80 percent of the funds assets to fixed-income securities and 20 percent to common stocks. Its indirect fixed-income holdings are a diversified mix of short-, intermediate-, and long-term U.S. More on Vanguard Lifestrategy Income
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Blend Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, Vanguard (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Vanguard Lifestrategy Income [VASIX] is traded in USA and was established 24th of March 2025. Vanguard Lifestrategy is listed under Vanguard category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of Vanguard family. This fund at this time has accumulated 4.38 B in net assets with minimum initial investment of 3 K. Vanguard Lifestrategy is currently producing year-to-date (YTD) return of 1.06% with the current yeild of 0.03%, while the total return for the last 3 years was 2.26%.
Check Vanguard Lifestrategy Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Lifestrategy Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Lifestrategy Income Mutual Fund Constituents
| VGTSX | Vanguard Total International | Mutual Fund | Foreign Large Blend | |
| VTBIX | Vanguard Total Bond | Mutual Fund | Intermediate Core Bond | |
| VTIBX | Vanguard Total International | Mutual Fund | World Bond-USD Hedged | |
| VTIIX | Vontobel International Equity | Mutual Fund | World Bond-USD Hedged | |
| VTSMX | Vanguard Total Stock | Mutual Fund | Large Blend |
Vanguard Lifestrategy Risk Profiles
| Mean Deviation | 0.2361 | |||
| Standard Deviation | 0.3683 | |||
| Variance | 0.1357 | |||
| Risk Adjusted Performance | (0.07) |
Vanguard Lifestrategy Against Markets
Other Information on Investing in Vanguard Mutual Fund
Vanguard Lifestrategy financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Lifestrategy security.
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |