Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 02/11/2022.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VILVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2060 FUND INSTITUTIONAL SHARES) | NA | 5.47% | 14.68% | 11.12% | NA | NA | NA | 10.79% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VILVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2060 FUND INSTITUTIONAL SHARES) | 06/30/2015 | 02/11/2022 |
The return data shown below all have the same latest date: 02/11/2022.
AR inception is since 06/30/2015.
AR inception is since 06/30/2015.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.92 | 5.47 | 14.68 | 11.12 | NA | NA | NA | 10.79 | -6.58 | 16.55 | 16.40 | 25.13 | -9.89 | 21.42 | 8.94 | -4.05 |
| Sharpe Ratio | NA | 0.46 | 0.75 | 0.65 | NA | NA | NA | 0.59 | -2.94 | 1.45 | 0.56 | 2.35 | -0.83 | 3.57 | 0.68 | -0.52 |
| Standard Deviation(%) | NA | 11.92 | 18.92 | 16.19 | NA | NA | NA | 15.52 | 15.20 | 11.43 | 28.83 | 10.11 | 13.57 | 5.84 | 12.78 | 15.20 |
| Draw Down(%) | NA | 7.91 | 31.40 | 31.40 | NA | NA | NA | 31.40 | 7.91 | 4.97 | 31.40 | 5.67 | 17.39 | 1.85 | 10.22 | 11.25 |
| Yield(%) | 0.00 | 2.02 | 2.50 | 2.05 | 1.36 | 0.90 | 0.68 | 2.26 | 0.00 | 2.13 | 2.04 | 2.53 | 0.00 | 2.05 | 1.96 | 0.85 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VILVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2060 FUND INSTITUTIONAL SHARES) |
1.08%
Mar 2017 - Mar 2020 |
7.17%
Jul 2015 - Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VILVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2060 FUND INSTITUTIONAL SHARES) |
20.06%
Dec 2018 - Dec 2021 |
13.65%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart