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 |
|---|---|---|---|---|---|---|---|---|
| VTRLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2050 FUND INSTITUTIONAL SHARES) | NA | 5.65% | 14.70% | 11.12% | NA | NA | NA | 10.79% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTRLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2050 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 (%) | -1.87 | 5.65 | 14.70 | 11.12 | NA | NA | NA | 10.79 | -6.56 | 16.68 | 14.30 | 22.29 | -9.99 | 19.22 | 6.90 | -4.84 |
| Sharpe Ratio | NA | 0.47 | 0.75 | 0.65 | NA | NA | NA | 0.59 | -2.95 | 1.46 | 0.49 | -0.09 | -2.32 | 0.00 | -2.09 | -1.82 |
| Standard Deviation(%) | NA | 11.92 | 18.93 | 16.20 | NA | NA | NA | 15.52 | 15.16 | 11.42 | 28.88 | 10.36 | 13.58 | 6.07 | 12.98 | 15.14 |
| Draw Down(%) | NA | 7.91 | 31.42 | 31.42 | NA | NA | NA | 31.42 | 7.91 | 4.94 | 31.42 | 5.64 | 17.38 | 1.86 | 10.17 | 11.25 |
| Yield(%) | 0.00 | 2.16 | 2.62 | 2.16 | 1.42 | 0.95 | 0.71 | 2.37 | 0.00 | 2.28 | 2.01 | 2.77 | 0.00 | 2.24 | 2.07 | 0.81 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTRLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2050 FUND INSTITUTIONAL SHARES) |
1.04%
Mar 2017 - Mar 2020 |
7.14%
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 |
|---|---|---|---|---|
| VTRLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2050 FUND INSTITUTIONAL SHARES) |
20.07%
Dec 2018 - Dec 2021 |
13.61%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart