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 |
---|---|---|---|---|---|---|---|---|
VIVLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2055 FUND INSTITUTIONAL SHARES) | NA | 5.74% | 14.74% | 11.67% | NA | NA | NA | 11.25% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
VIVLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2055 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 (%) | -1.71 | 5.74 | 14.74 | 11.67 | NA | NA | NA | 11.25 | -6.40 | 16.54 | 14.17 | 22.42 | -9.89 | 19.24 | 7.06 | -4.84 |
Sharpe Ratio | NA | 0.48 | 0.75 | 0.68 | NA | NA | NA | 0.62 | -2.88 | 1.44 | 0.48 | -0.08 | -2.32 | 0.00 | -2.08 | -1.82 |
Standard Deviation(%) | NA | 11.93 | 18.94 | 16.18 | NA | NA | NA | 15.50 | 15.20 | 11.45 | 28.91 | 10.33 | 13.55 | 6.06 | 12.94 | 15.12 |
Draw Down(%) | NA | 7.92 | 31.44 | 31.44 | NA | NA | NA | 31.44 | 7.92 | 4.95 | 31.44 | 5.67 | 17.32 | 1.85 | 10.17 | 11.24 |
Yield(%) | 0.00 | 2.12 | 2.62 | 2.62 | 1.66 | 1.11 | 0.83 | 2.77 | 0.00 | 2.24 | 2.17 | 2.65 | 2.02 | 2.16 | 1.97 | 0.81 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
VIVLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2055 FUND INSTITUTIONAL SHARES) |
1.83%
Mar 2017 - Mar 2020 |
7.65%
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 |
---|---|---|---|---|
VIVLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2055 FUND INSTITUTIONAL SHARES) |
20.06%
Dec 2018 - Dec 2021 |
14.16%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart