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 |
---|---|---|---|---|---|---|---|---|
VITVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2015 FUND INSTITUTIONAL SHARES) | NA | 4.10% | 9.16% | 7.38% | NA | NA | NA | 7.27% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
VITVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2015 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 | 4.10 | 9.16 | 7.38 | NA | NA | NA | 7.27 | -5.11 | 5.82 | 6.83 | 11.39 | -6.14 | 9.13 | 4.24 | -2.57 |
Sharpe Ratio | NA | 0.57 | 1.07 | 0.96 | NA | NA | NA | 0.86 | -5.56 | 1.28 | 0.55 | -2.36 | -4.15 | -2.88 | -4.36 | -2.95 |
Standard Deviation(%) | NA | 7.08 | 8.12 | 6.97 | NA | NA | NA | 6.93 | 6.60 | 4.52 | 11.90 | 5.02 | 6.69 | 3.52 | 6.84 | 7.86 |
Draw Down(%) | NA | 5.11 | 14.60 | 14.60 | NA | NA | NA | 14.60 | 5.11 | 2.32 | 14.60 | 3.16 | 8.95 | 2.09 | 4.66 | 5.88 |
Yield(%) | 0.00 | 5.33 | 4.63 | 4.04 | 2.37 | 1.58 | 1.19 | 3.95 | 0.00 | 5.42 | 3.57 | 3.97 | 3.21 | 2.36 | 2.04 | 0.77 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
VITVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2015 FUND INSTITUTIONAL SHARES) |
3.82%
Mar 2017 - Mar 2020 |
6.01%
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 |
---|---|---|---|---|
VITVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2015 FUND INSTITUTIONAL SHARES) |
12.43%
Dec 2018 - Dec 2021 |
9.00%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart