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 |
|---|---|---|---|---|---|---|---|---|
| VSXFX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2065 FUND INSTITUTIONAL SHARES) | NA | 5.83% | 14.74% | NA | NA | NA | NA | 13.05% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSXFX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2065 FUND INSTITUTIONAL SHARES) | 07/12/2017 | 02/11/2022 |
The return data shown below all have the same latest date: 02/11/2022.
AR inception is since 07/12/2017.
AR inception is since 07/12/2017.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.43 | 5.83 | 14.74 | NA | NA | NA | NA | 13.05 | -6.04 | 16.64 | 14.29 | 22.79 | -9.48 | 8.60 |
| Sharpe Ratio | NA | 0.49 | 0.75 | NA | NA | NA | NA | 0.63 | -2.73 | 1.47 | 0.48 | -0.04 | -2.30 | -0.28 |
| Standard Deviation(%) | NA | 11.81 | 18.90 | NA | NA | NA | NA | 16.75 | 15.34 | 11.33 | 28.87 | 10.31 | 13.49 | 5.27 |
| Draw Down(%) | NA | 7.88 | 31.49 | NA | NA | NA | NA | 31.49 | 7.88 | 4.94 | 31.49 | 5.63 | 17.30 | 1.86 |
| Yield(%) | 0.00 | 1.86 | 2.31 | 1.98 | 0.99 | 0.66 | 0.50 | 2.48 | 0.00 | 1.97 | 1.87 | 2.37 | 1.62 | 0.84 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSXFX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2065 FUND INSTITUTIONAL SHARES) |
5.98%
Oct 2017 - Oct 2020 |
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 |
|---|---|---|---|---|
| VSXFX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2065 FUND INSTITUTIONAL SHARES) |
19.90%
Dec 2018 - Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart