Warning: Vanguard.com will not work properly with JavaScript disabled!
Vanguard - Historical Returns
Vanguard Moderate Growth Portfolio

The performance data shown represent past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data cited. See performance data current to the most recent month-end. Expense ratio information can be found on the Overview page.

Cumulative Total Returns(as of 03/31/2014)
 1 Year3 Year5 Year 10 YearSince Inception
12/11/2002
Vanguard Moderate Growth9.27%25.19%79.07% 78.47%112.20%
Vanguard 529 Mod Growth Composite*9.62%26.31% 81.89%84.45%

Year EndedVanguard Moderate GrowthVanguard 529 Mod Growth Composite
Total ReturnTotal Return
201311.81%12.24%
201210.50%10.65%
20112.37%2.91%
201011.43%11.74%
200918.24%18.51%
2008–18.99%–18.97%
20077.08%7.44%
200610.08%10.59%
20054.30%4.87%
20048.38%8.90%
200316.73%17.75%
2002**–0.80%

Quarterly Investment Returns(as of 03/31/2014)
YearVanguard Moderate GrowthVanguard 529 Mod Growth Composite*
First QuarterSecond QuarterThird QuarterFourth QuarterYear-End Return Year-End Average
20141.87%
20134.24%–0.77%3.94% 3.99%11.81%12.24%
20126.29%–1.12%4.01% 1.09%10.50%10.65%
20112.91%1.24%–6.88% 5.51%2.37%2.91%
20103.38%–4.12%7.51% 4.57%11.43%11.74%
2009–5.20%10.04%10.28% 2.78%18.24%18.51%
2008–3.69%–1.41% –5.87%–9.35%–18.99% –18.97%
20071.60%2.80%2.52%0.00%7.08% 7.44%
20062.44%–0.97%3.99% 4.34%10.08%10.59%
2005–1.35%2.34%1.89% 1.39%4.30%4.87%
20042.68%–0.76%0.59% 5.73%8.38%8.90%

*Consists of the Barclays U.S. Aggregate Float Adjusted Index (50%), CRSP US Total Market Index (35%), and FTSE Global All Cap ex US Index (15%). The CRSP index replaced the MSCI US Broad Market Index (on January 15, 2013), which had replaced the Dow Jones Wilshire 5000 Index (on April 22, 2005). The Barclays U.S. Aggregate Float Adjusted Index replaced the Barclays U.S. Aggregate Bond Index on December 31, 2009. The FTSE Global All Cap ex US Index replaced the MSCI ACWI ex USA IMI Index on June 3, 2013, which replaced the MSCI EAFE + Emerging Markets Index on December 16, 2010.

** Since inception on 12/11/2002

Glossary

Important 529 performance information

© 1995–2014  The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, distributor. Your use of this site signifies that you accept our terms & conditions of use.
Security  |  Prospectuses  |  Careers  |  Mobile  |  Feedback