Warning: Vanguard.com will not work properly with JavaScript disabled!
Vanguard - Vanguard Lifetime Income Program - Capital Growth Portfolio Overview

Funds, Stocks & ETFs  »  Vanguard Annuity Portfolios  »  Vanguard Annuity Portfolio Profile

Vanguard Lifetime Income Program - Capital Growth Portfolio
Fund Overview
Expense ratio as of 05/01/20120.97%
Inception date10/10/2003
Portfolio number1270
 
3.5% Assumed Investment Return
AnnUV as of 04/23/2014$19.788355
Change–$0.076518 –0.39%
 
5% Assumed Investment Return
AnnUV as of 04/23/2014$16.990858
Change–$0.07–0.39%

 

Capital Growth Portfolio seeks to provide long-term capital appreciation.

Learn more about this portfolio's investment strategy and policy.

Effective September 1, 2010, Vanguard Lifetime Income Program annuities are no longer available for purchase from Vanguard. Also as of that date, current contract holders should contact American General Life Insurance Company of Delaware (or, in New York State only, The United States Life Insurance Company in the City of New York) at 877-299-1724 for all matters related to an existing contract.


Fund Style
TypeDomestic Stock - More Aggressive
CategoryLarge Growth

 


Knowing a fund's investment style can help you understand how it might fit in your portfolio. This information can also help you build a portfolio that's broadly diversified across markets and less susceptible to sharp swings in any one market area.

Stock style
Vanguard uses a 9-box grid called a "style box" to show how a domestic stock fund's holdings are distributed by primary investment style (growth, value, or blend) and market capitalization category (large-, mid-, and small-cap companies).

Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 

Average Annual Returns—Updated Quarterly as of 03/31/2014

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.

Important Vanguard Lifetime Income Program performance information

Display data in bar chart

 1 Year3 Year5 Year10 YearSince Inception
10/10/2003
VLIP-Capital Growth26.98%15.94%20.98% 9.75%10.39%
S&P 500 Index*21.86%14.66%21.16%7.42% 7.99%
*A widely used barometer of U.S. stock market performance; as a market-weighted index of leading companies in leading industries, it is dominated by large-capitalization companies.

Glossary

© 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