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 |
|---|---|---|---|---|---|---|---|---|
| VITRX (VANGUARD INSTITUTIONAL TARGET RETIREMENT INCOME FUND INSTITUTIONAL SHARES) | NA | 2.46% | 7.94% | 6.30% | NA | NA | NA | 6.24% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VITRX (VANGUARD INSTITUTIONAL TARGET RETIREMENT INCOME 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 (%) | -0.79 | 2.46 | 7.94 | 6.30 | NA | NA | NA | 6.24 | -3.92 | 5.36 | 8.76 | 10.29 | -4.60 | 6.28 | 3.21 | -1.71 |
| Sharpe Ratio | NA | 0.47 | 1.14 | 1.01 | NA | NA | NA | 0.96 | -4.86 | 1.27 | 0.88 | -3.78 | -5.85 | -5.11 | -7.16 | -4.56 |
| Standard Deviation(%) | NA | 5.14 | 6.54 | 5.53 | NA | NA | NA | 5.25 | 6.07 | 4.19 | 9.64 | 3.43 | 4.48 | 2.54 | 4.30 | 4.73 |
| Draw Down(%) | NA | 3.92 | 12.39 | 12.39 | NA | NA | NA | 12.39 | 3.92 | 2.23 | 12.39 | 1.38 | 6.72 | 1.32 | 2.84 | 3.69 |
| Yield(%) | 0.00 | 3.67 | 3.24 | 2.99 | 1.82 | 1.21 | 0.91 | 3.03 | 0.00 | 3.73 | 2.49 | 2.84 | 2.66 | 2.22 | 2.06 | 0.76 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VITRX (VANGUARD INSTITUTIONAL TARGET RETIREMENT INCOME FUND INSTITUTIONAL SHARES) |
3.43%
Mar 2017 - Mar 2020 |
5.36%
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 |
|---|---|---|---|---|
| VITRX (VANGUARD INSTITUTIONAL TARGET RETIREMENT INCOME FUND INSTITUTIONAL SHARES) |
10.48%
Dec 2018 - Dec 2021 |
7.49%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart