VANGUARD LIFESTRATEGY Competition

VASIX Fund

USD 15.72 -0.04 -0.25%

The fund is listed under the Allocation--15% to 30% Equity category and is part of the Vanguard family. Vanguard Lifestrategy operates alongside American Funds, THE HARTFORD, THE HARTFORD, THE HARTFORD, and THE HARTFORD and other firms in the same space. This peer view supports relative benchmarking. Analyze Vanguard Lifestrategy Income side by side with peers to improve selection and diversification decisions.

Correlation: VANGUARD LIFESTRATEGY vs DNP Select Overview

Poor diversification

For the present investment horizon, the measured correlation between VASIX and DNP stands at 0.79, or Poor diversification. In portfolio terms, the overlap visualization shows how much shared movement remains after both positions are combined.

Moving together with VANGUARD Mutual Fund

0.93	VMIAX	Vanguard Materials Index	Pair Corr
0.87	VMLUX	Vanguard Limited Term	Pair Corr
0.88	VMLTX	Vanguard Limited Term	Pair Corr
0.93	VMMSX	Vanguard Emerging Markets	Pair Corr

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The mean reversion principle applied to VANGUARD LIFESTRATEGY's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.

Hype

Prediction

Low	Estimated	High
15.48	15.72	15.96

Details

Intrinsic

Valuation

Low	Real	High
15.53	15.77	16.01

Details

Naive

Forecast

Low	Next	High
15.32	15.56	15.80

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
15.75	16.00	16.25

Details

Peer comparison enriches VANGUARD LIFESTRATEGY analysis by revealing how the company ranks against competitors on key metrics. This relative perspective often changes investment conclusions drawn from standalone fundamental analysis.

VANGUARD LIFESTRATEGY Competition Correlation Matrix

Studying peer correlation around Vanguard Lifestrategy Income gives investors a cleaner read on how much independent price behavior still exists across the competitive set. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	FAATX	IHOTX	IHOSX	IHOIX	IHORX	TILCX	TRLVX	SCFYX	FRVLX	DNP
FAATX		0.91	0.91	0.91	0.91	0.83	0.89	0.88	0.94	0.83	FAATX
IHOTX	0.91		1.0	1.0	1.0	0.9	0.74	0.74	0.88	0.62	IHOTX
IHOSX	0.91	1.0		1.0	1.0	0.9	0.74	0.74	0.88	0.62	IHOSX
IHOIX	0.91	1.0	1.0		1.0	0.91	0.73	0.73	0.88	0.62	IHOIX
IHORX	0.91	1.0	1.0	1.0		0.9	0.73	0.73	0.88	0.61	IHORX
TILCX	0.83	0.9	0.9	0.91	0.9		0.69	0.68	0.79	0.61	TILCX
TRLVX	0.89	0.74	0.74	0.73	0.73	0.69		1.0	0.77	0.88	TRLVX
SCFYX	0.88	0.74	0.74	0.73	0.73	0.68	1.0		0.77	0.88	SCFYX
FRVLX	0.94	0.88	0.88	0.88	0.88	0.79	0.77	0.77		0.71	FRVLX
DNP	0.83	0.62	0.62	0.62	0.61	0.61	0.88	0.88	0.71		DNP
	FAATX	IHOTX	IHOSX	IHOIX	IHORX	TILCX	TRLVX	SCFYX	FRVLX	DNP

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Risk-Adjusted Indicators

There is a big difference between VANGUARD Mutual Fund performing well and VANGUARD LIFESTRATEGY Mutual Fund doing well as a business compared to the competition. Risk-adjusted metrics allow investors to compare VANGUARD LIFESTRATEGY's efficiency and downside exposure against peers in a more meaningful way. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
FAATX	0.21	0.02	0.14	0.03	0.29	-0.21	0.33	-0.56	1.53
IHOTX	0.81	0.16	0.14	0.11	0.95	-0.84	1.56	-1.59	10.29
IHOSX	0.81	0.16	0.14	0.11	0.95	-0.84	1.58	-1.64	10.30
IHOIX	0.81	0.17	0.15	0.12	0.95	-0.83	1.58	-1.60	10.74
IHORX	0.81	0.17	0.14	0.11	0.95	-0.82	1.57	-1.64	10.49
TILCX	0.70	0.27	0.36	0.32	0.39	-0.86	1.40	-1.24	13.54
TRLVX	0.17	-0.01	0.16	-0.44	0.18	-0.24	0.31	-0.41	1.03
SCFYX	0.15	-0.01	0.15	-0.49	0.18	-0.20	0.41	-0.31	1.03
FRVLX	0.82	0.11	0.09	0.04	0.99	-0.88	1.90	-1.70	5.75
DNP	0.43	0.07	0.19	14.89	0.46	-0.51	1.02	-0.97	3.36

VANGUARD LIFESTRATEGY Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	VASIX	FAATX	IHOTX	IHOSX	IHOIX	IHORX	TILCX	TRLVX	SCFYX	FRVLX
	0.25 15.72 VANGUARD	0.25 12.20 American	0.74 22.85 THE	0.70 22.64 THE	0.70 21.43 THE	0.72 22.14 THE	1.27 23.34 TILCX	0.10 9.61 SIMT	0.21 9.61 Simt	0.80 57.18 FRANKLIN
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Contained	Soft	Soft	Soft	Soft	Contained	Weak	Weak	Soft
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Cautious Hold	Cautious Hold	Strong Buy
Net Asset	4.2 B	3.91 B	4.34 B	4.34 B	4.29 B	4.34 B	3.61 B	3.68 B	3.99 B	4.11 B
Minimum Initial Investment	3 K	N/A	N/A	N/A	2 K	N/A	500 K	100 K	N/A	N/A
Price To Book	1.98	2.61	1.48	1.48	1.71	1.71	1.93	N/A	N/A	1.78
Five Year Return	2.26	5.08	7.11	6.86	7.21	6.09	8.58	-0.16	0.0216	5.46
One Year Return	9.17	11.36	20.87	25.1	25.51	24.33	12.74	5.44	5.06	20.25
Last Dividend Paid	0.06	0.16	N/A	N/A	N/A	N/A	N/A	0.02	0.02	N/A
Price To Earning	17.16	18.63	15.05	15.05	15.97	15.97	16.97	N/A	N/A	19.24
Beta	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Price To Sales	1.39	1.89	1.0	1.0	1.07	1.07	1.54	N/A	N/A	1.27
Cash Position Weight	10.06	5.59	2.54	2.54	1.5	2.54	1.86	7.36	4.09	4.04
Equity Positions Weight	17.39	37.62	95.5	95.5	97.7	95.5	97.94	N/A	N/A	95.96
Three Year Return	7.44	9.6	15.98	16.15	16.52	15.68	13.43	4.69	4.19	12.13
Annual Yield	0.0345	0.0244	0.0143	0.0117	0.0153	0.0094	0.0167	0.0346	0.037	0.0088
Year To Date Return	0.63	0.58	1.91	2.28	2.31	1.92	3.41	0.87	0.0516	5.67
Bond Positions Weight	70.07	5.52	N/A	N/A	N/A	N/A	N/A	90.95	7.19	N/A
Ten Year Return	5.08	6.66	5.68	5.36	5.65	5.04	9.46	4.6	4.73	7.81
Day Typical Price	15.72	12.2	22.85	22.64	21.43	22.14	23.34	9.61	9.61	57.18
Accumulation Distribution	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Market Facilitation Index	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Daily Balance Of Power	0	0	0	0	0	0	0	0	0	0
Period Momentum Indicator	-0.04	-0.03	-0.17	-0.16	-0.15	-0.16	-0.30	-0.01	-0.02	-0.46
Rate Of Daily Change	1.0	1.0	0.99	0.99	0.99	0.99	0.99	1.0	1.0	0.99
Day Median Price	15.72	12.2	22.85	22.64	21.43	22.14	23.34	9.61	9.61	57.18
Price Action Indicator	-0.02	-0.01	-0.09	-0.08	-0.07	-0.08	-0.15	-0.01	-0.01	-0.23
Relative Strength Index	37.02	40.83	N/A	N/A	39.94	39.8	42.66	41.21	40.14	37.45
Coefficient Of Variation	10848.11	1586.11	1010.36	1008.21	978.62	1006.74	647.63	6508.8	11493.85	1803.07
Mean Deviation	0.1697	0.2147	0.8119	0.8106	0.8141	0.8104	0.7032	0.1701	0.1523	0.8186
Jensen Alpha	0.0015	0.0207	0.1637	0.1643	0.1722	0.1657	0.271	-0.01	-0.01	0.1053
Total Risk Alpha	0.0058	0.0239	0.1887	0.1892	0.1986	0.1914	0.3282	0.0059	0.0034	0.1151
Sortino Ratio	0.1023	0.1421	0.1408	0.141	0.1477	0.1422	0.3609	0.1622	0.1539	0.0905
Downside Variance	0.1312	0.1376	1.31	1.32	1.31	1.32	0.6128	0.0555	0.0566	1.15
Standard Deviation	0.2401	0.2837	1.28	1.28	1.32	1.29	1.6	0.2211	0.2051	1.12
Kurtosis	1.33	1.08	12.41	12.46	14.29	13.2	42.36	-0.07	0.4615	0.74
Potential Upside	0.3157	0.3298	1.56	1.58	1.58	1.57	1.4	0.3132	0.4124	1.9
Treynor Ratio	-0.04	0.0276	0.1108	0.111	0.1167	0.1124	0.3202	-0.44	-0.49	0.0438
Maximum Drawdown	1.14	1.53	10.29	10.3	10.74	10.49	13.54	1.03	1.03	5.75
Variance	0.0576	0.0805	1.64	1.64	1.73	1.67	2.57	0.0489	0.0421	1.25
Market Risk Adjusted Performance	-0.03	0.0376	0.1208	0.121	0.1267	0.1224	0.3302	-0.43	-0.48	0.0538
Risk Adjusted Performance	-0.02	0.0321	0.0825	0.0826	0.0852	0.0828	0.1278	-0.01	-0.02	0.047
Skewness	-0.97	-0.58	1.98	1.98	2.27	2.09	5.83	0.0599	-0.04	0.2978
Semi Deviation	0.2633	0.291	0.9515	0.953	0.9478	0.9532	0.3926	0.1819	0.1793	0.9887
Information Ratio	0.1543	0.1858	0.1262	0.1264	0.1287	0.1263	0.1761	0.1729	0.1785	0.0866
Value At Risk	-0.44	-0.56	-1.59	-1.64	-1.60	-1.64	-1.24	-0.41	-0.31	-1.70
Expected Short fall	-0.18	-0.21	-0.84	-0.84	-0.83	-0.82	-0.86	-0.24	-0.20	-0.88
Downside Deviation	0.3623	0.371	1.15	1.15	1.15	1.15	0.7828	0.2356	0.2379	1.07
Semi Variance	0.0693	0.0847	0.9054	0.9083	0.8984	0.9086	0.1541	0.0331	0.0321	0.9774

VANGUARD LIFESTRATEGY Competition Peer Performance Charts

How to Analyze VANGUARD LIFESTRATEGY Against Peers

VANGUARD LIFESTRATEGY's peer analysis compares VANGUARD LIFESTRATEGY with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether VANGUARD LIFESTRATEGY trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where VANGUARD LIFESTRATEGY leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Return on invested capital comparison for VANGUARD LIFESTRATEGY versus peers reveals which companies in the group are genuinely creating value versus just growing the top line. Relative analysis can highlight whether current pricing already reflects peer-group strengths or weaknesses.

Inputs for Vanguard Lifestrategy Income come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag.

This content is curated and reviewed by:

Michael Smolkin - Member of Macroaxis Board of Directors

Last reviewed on March 10th, 2026

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VANGUARD LIFESTRATEGY Competition

Correlation: VANGUARD LIFESTRATEGY vs DNP Select Overview

Moving together with VANGUARD Mutual Fund

Specify up to 10 symbols:

VANGUARD LIFESTRATEGY Competition Correlation Matrix

Risk-Adjusted Indicators

VANGUARD LIFESTRATEGY Competitive Analysis

VANGUARD LIFESTRATEGY Competition Peer Performance Charts

How to Analyze VANGUARD LIFESTRATEGY Against Peers

Peer Comparison Metrics & Methodology

This content is curated and reviewed by:

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