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 |
|---|---|---|---|---|---|---|---|---|
| VITFX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2035 FUND INSTITUTIONAL SHARES) | NA | 4.23% | 12.84% | 10.36% | NA | NA | NA | 9.99% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VITFX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2035 FUND INSTITUTIONAL SHARES) | 07/01/2015 | 02/11/2022 |
The return data shown below all have the same latest date: 02/11/2022.
AR inception is since 07/01/2015.
AR inception is since 07/01/2015.
| 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 (%) | -1.84 | 4.23 | 12.84 | 10.36 | NA | NA | NA | 9.99 | -6.16 | 13.12 | 12.67 | 22.56 | -6.56 | 19.14 | 8.39 | -3.94 |
| Sharpe Ratio | NA | 0.43 | 0.60 | 0.55 | NA | NA | NA | 0.51 | -3.47 | 1.40 | 0.47 | 0.94 | -0.49 | 3.63 | 0.72 | -0.56 |
| Standard Deviation(%) | NA | 9.84 | 20.61 | 17.73 | NA | NA | NA | 16.49 | 12.27 | 9.34 | 26.09 | 22.45 | 16.04 | 5.12 | 11.39 | 13.75 |
| Draw Down(%) | NA | 6.63 | 27.12 | 27.12 | NA | NA | NA | 27.12 | 6.63 | 4.12 | 27.12 | 15.98 | 14.88 | 1.61 | 9.03 | 10.19 |
| Yield(%) | 0.00 | 2.37 | 2.74 | 2.74 | 1.73 | 1.15 | 0.86 | 2.88 | 0.00 | 2.48 | 2.11 | 2.85 | 2.26 | 2.28 | 2.15 | 0.83 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VITFX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2035 FUND INSTITUTIONAL SHARES) |
2.57%
Mar 2017 - Mar 2020 |
7.96%
Oct 2015 - Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VITFX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2035 FUND INSTITUTIONAL SHARES) |
17.64%
Dec 2018 - Dec 2021 |
12.63%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart