Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| VTTVX (Vanguard Target Retirement 2025) | -1.12% | 5.37% | -0.59% | 1.16% | 1.98% | 3.12% | 5.20% | 4.95% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTTVX (Vanguard Target Retirement 2025) | 10/27/2003 | 04/14/2025 |
The return data shown below all have the same latest date: 04/14/2025.
AR inception is since 10/27/2003.
AR inception is since 10/27/2003.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.24 | -0.59 | 1.16 | 1.98 | 3.12 | 5.20 | 4.95 | 5.37 | -1.12 | 1.69 | 13.19 | -16.24 | -3.74 | 10.32 | 19.63 | -5.15 | 15.40 | 7.48 | -0.85 | 7.17 | 18.14 | 13.29 | -0.37 | 13.84 | 24.81 | -30.05 | 7.59 | 13.24 | 5.45 | 10.11 | 5.71 |
| Sharpe Ratio | NA | -77.93 | -32.06 | -4.44 | 8.25 | NA | NA | 25.23 | -77.26 | -47.64 | 117.26 | -129.78 | -24.73 | 52.15 | 52.00 | -31.88 | 365.11 | 79.42 | -9.17 | 97.82 | 227.55 | 142.99 | -2.31 | 99.60 | 116.61 | -98.88 | 36.56 | 122.84 | 55.07 | 137.27 | 597.11 |
| Standard Deviation(%) | NA | 11.66 | 10.90 | 12.01 | 16.75 | NA | NA | 15.65 | 12.32 | 10.29 | 7.69 | 13.63 | 15.20 | 19.27 | 35.04 | 20.35 | 4.06 | 9.16 | 9.58 | 7.31 | 7.96 | 9.34 | 17.19 | 13.81 | 21.20 | 31.22 | 12.62 | 8.16 | 5.95 | 6.68 | 6.00 |
| Draw Down(%) | NA | 14.12 | 14.88 | 31.22 | 31.22 | NA | NA | 46.05 | 7.84 | 9.62 | 7.53 | 20.98 | 12.99 | 22.51 | 23.03 | 16.17 | 1.17 | 7.04 | 9.31 | 5.45 | 6.12 | 7.87 | 15.37 | 11.24 | 21.95 | 40.96 | 7.75 | 7.33 | 3.82 | 5.67 | 1.18 |
| Yield(%) | 0.00 | 0.00 | 1.55 | 1.83 | 2.50 | 3.20 | 3.24 | 3.57 | 0.00 | 0.00 | 3.02 | 1.81 | 2.05 | 1.78 | 3.00 | 2.88 | 2.25 | 2.83 | 4.71 | 2.25 | 2.20 | 2.48 | 2.39 | 2.32 | 2.66 | 2.38 | 2.37 | 2.44 | 2.13 | 1.73 | 0.60 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTTVX (Vanguard Target Retirement 2025) |
-10.74%
Feb 2006 - Feb 2009 |
-3.86%
Feb 2004 - Feb 2009 |
3.47%
Mar 2015 - Mar 2025 |
3.39%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTTVX (Vanguard Target Retirement 2025) |
21.31%
Feb 2009 - Feb 2012 |
17.61%
Feb 2009 - Feb 2014 |
11.51%
Feb 2009 - Feb 2019 |
8.50%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart