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 |
|---|---|---|---|---|---|---|---|---|
| VRIVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2025 FUND INSTITUTIONAL SHARES) | NA | 3.42% | 12.33% | 9.74% | NA | NA | NA | 9.46% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRIVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2025 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 (%) | -1.70 | 3.42 | 12.33 | 9.74 | NA | NA | NA | 9.46 | -5.65 | 9.95 | 11.00 | 16.82 | -7.39 | 13.67 | 5.45 | -3.49 |
| Sharpe Ratio | NA | 0.42 | 0.94 | 0.84 | NA | NA | NA | 0.76 | -4.08 | 1.34 | 0.56 | -0.92 | -3.07 | -1.24 | -3.02 | -2.29 |
| Standard Deviation(%) | NA | 8.07 | 12.58 | 10.81 | NA | NA | NA | 10.50 | 9.75 | 7.39 | 19.19 | 7.00 | 9.44 | 4.50 | 9.45 | 10.90 |
| Draw Down(%) | NA | 5.65 | 22.55 | 22.55 | NA | NA | NA | 22.55 | 5.65 | 3.39 | 22.55 | 3.19 | 11.87 | 1.97 | 6.97 | 8.13 |
| Yield(%) | 0.00 | 2.90 | 4.06 | 3.57 | 2.16 | 1.44 | 1.08 | 3.60 | 0.00 | 3.00 | 2.33 | 6.20 | 2.35 | 2.26 | 2.12 | 0.84 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRIVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2025 FUND INSTITUTIONAL SHARES) |
4.17%
Mar 2017 - Mar 2020 |
7.58%
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 |
|---|---|---|---|---|
| VRIVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2025 FUND INSTITUTIONAL SHARES) |
16.50%
Dec 2018 - Dec 2021 |
11.73%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart