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 |
|---|---|---|---|---|---|---|---|---|
| VIRSX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2040 FUND INSTITUTIONAL SHARES) | NA | 4.77% | 13.68% | 10.99% | NA | NA | NA | 10.64% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIRSX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2040 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 (%) | -1.97 | 4.77 | 13.68 | 10.99 | NA | NA | NA | 10.64 | -6.42 | 14.75 | 13.41 | 21.10 | -9.53 | 18.46 | 6.69 | -4.84 |
| Sharpe Ratio | NA | 0.44 | 0.76 | 0.70 | NA | NA | NA | 0.62 | -3.26 | 1.44 | 0.49 | -0.22 | -2.42 | -0.13 | -2.14 | -1.84 |
| Standard Deviation(%) | NA | 10.73 | 17.33 | 14.88 | NA | NA | NA | 14.45 | 13.49 | 10.26 | 26.51 | 9.59 | 12.83 | 5.87 | 12.76 | 14.99 |
| Draw Down(%) | NA | 7.20 | 29.33 | 29.33 | NA | NA | NA | 29.33 | 7.20 | 4.46 | 29.33 | 5.09 | 16.39 | 1.91 | 10.06 | 11.20 |
| Yield(%) | 0.00 | 2.25 | 2.66 | 2.69 | 1.71 | 1.14 | 0.85 | 2.85 | 0.00 | 2.36 | 2.01 | 2.84 | 2.18 | 2.27 | 2.15 | 0.82 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIRSX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2040 FUND INSTITUTIONAL SHARES) |
2.27%
Mar 2017 - Mar 2020 |
7.55%
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 |
|---|---|---|---|---|
| VIRSX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2040 FUND INSTITUTIONAL SHARES) |
18.81%
Dec 2018 - Dec 2021 |
13.42%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart