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VITRX: VANGUARD INSTITUTIONAL TARGET RETIREMENT INCOME FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | FIXED INCOME |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 12/29/2021 |
| 12-Mo. Yield | 3.67% |
| Expenses | 0.09% |
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Performance Analytics (As of 02/11/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/30/2015 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 2.5 | 7.9 | 6.3 | 5.6 | -3.9 | 5.4 | 8.8 | 10.3 | -4.6 | 6.3 | 3.2 | -1.7 |
| Sharpe Ratio | NA | 0.47 | 1.14 | 1.01 | 0.96 | -4.86 | 1.27 | 0.88 | -3.78 | -5.85 | -5.11 | -7.16 | -4.56 |
| Draw Down(%) | NA | 3.9 | 12.4 | 12.4 | 12.4 | 3.9 | 2.2 | 12.4 | 1.4 | 6.7 | 1.3 | 2.8 | 3.7 |
| Standard Deviation(%) | NA | 5.1 | 6.5 | 5.5 | 5.3 | 6.1 | 4.2 | 9.6 | 3.4 | 4.5 | 2.5 | 4.3 | 4.7 |
| Treynor Ratio | NA | 0.06 | 0.41 | 0.35 | 0.36 | -0.53 | 0.15 | 1.77 | -5.0 | 3.64 | -0.38 | -2.38 | 2.68 |
| Alpha | NA | 0.02 | 0.03 | 0.02 | 0.02 | -0.07 | 0.02 | 0.03 | -0.04 | -0.1 | -0.74 | -0.96 | -0.09 |
| Beta | NA | 0.39 | 0.18 | 0.16 | 0.14 | 0.56 | 0.35 | 0.05 | 0.03 | -0.07 | 0.34 | 0.13 | -0.08 |
| RSquared | NA | 0.1 | 0.01 | 0.01 | 0.01 | 0.28 | 0.1 | 0.0 | 0.0 | 0.0 | 0.15 | 0.01 | 0.0 |
| Yield(%) | N/A | 3.7 | 3.2 | 3.0 | N/A | 0.0 | 3.7 | 2.5 | 2.8 | 2.7 | 2.2 | 2.1 | 0.8 |
| Dividend Growth(%) | N/A | 60.4 | 44.3 | N/A | N/A | -100.0 | 60.4 | -3.1 | 1.9 | 27.4 | 11.7 | 164.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2015
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