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 |
|---|---|---|---|---|---|---|---|---|
| VITWX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2020 FUND INSTITUTIONAL SHARES) | NA | 3.42% | 10.35% | NA | NA | NA | NA | 8.04% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VITWX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2020 FUND INSTITUTIONAL SHARES) | 12/05/2017 | 02/11/2022 |
The return data shown below all have the same latest date: 02/11/2022.
AR inception is since 12/05/2017.
AR inception is since 12/05/2017.
| 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 (%) | -2.39 | 3.42 | 10.35 | NA | NA | NA | NA | 8.04 | -5.93 | 8.31 | 8.88 | 18.20 | -4.21 | 1.21 | 4.95 | -3.23 |
| Sharpe Ratio | NA | 0.45 | 0.30 | NA | NA | NA | NA | 0.24 | -4.87 | 1.35 | 0.35 | 0.34 | -0.26 | 6.06 | 0.57 | -0.66 |
| Standard Deviation(%) | NA | 7.55 | 32.39 | NA | NA | NA | NA | 29.41 | 8.49 | 6.14 | 24.71 | 50.02 | 21.41 | 3.08 | 8.30 | 9.67 |
| Draw Down(%) | NA | 5.93 | 30.59 | NA | NA | NA | NA | 30.59 | 5.93 | 2.82 | 19.33 | 30.59 | 16.62 | 0.39 | 5.94 | 7.18 |
| Yield(%) | 0.00 | 4.16 | 3.99 | 3.20 | 1.60 | 1.07 | 0.80 | 4.00 | 0.00 | 4.28 | 3.19 | 3.51 | 2.43 | 2.01 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VITWX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2020 FUND INSTITUTIONAL SHARES) |
7.26%
Jan 2018 - Jan 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VITWX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2020 FUND INSTITUTIONAL SHARES) |
14.31%
Dec 2018 - Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart