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 |
---|---|---|---|---|---|---|---|---|
VITLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2045 FUND INSTITUTIONAL SHARES) | NA | 5.58% | 14.61% | 11.59% | NA | NA | NA | 11.17% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
VITLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2045 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 (%) | -1.85 | 5.58 | 14.61 | 11.59 | NA | NA | NA | 11.17 | -6.48 | 18.75 | 16.17 | 25.08 | -7.87 | 21.47 | 8.94 | -4.02 |
Sharpe Ratio | NA | 0.47 | 0.75 | 0.68 | NA | NA | NA | 0.61 | -2.99 | 1.64 | 0.55 | 2.34 | -0.68 | 3.58 | 0.69 | -0.51 |
Standard Deviation(%) | NA | 11.70 | 18.87 | 16.13 | NA | NA | NA | 15.47 | 14.78 | 11.39 | 28.83 | 10.11 | 13.41 | 5.85 | 12.74 | 15.19 |
Draw Down(%) | NA | 7.75 | 31.43 | 31.43 | NA | NA | NA | 31.43 | 7.75 | 4.82 | 31.43 | 5.65 | 17.32 | 1.86 | 10.22 | 11.25 |
Yield(%) | 0.00 | 2.19 | 2.63 | 2.67 | 1.70 | 1.13 | 0.85 | 2.83 | 0.00 | 2.32 | 1.98 | 2.80 | 2.14 | 2.28 | 2.12 | 0.82 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
VITLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2045 FUND INSTITUTIONAL SHARES) |
1.82%
Mar 2017 - Mar 2020 |
7.64%
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 |
---|---|---|---|---|
VITLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2045 FUND INSTITUTIONAL SHARES) |
19.94%
Dec 2018 - Dec 2021 |
14.07%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart