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 |
|---|---|---|---|---|---|---|---|---|
| VTTWX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2030 FUND INSTITUTIONAL SHARES) | NA | 3.53% | 11.92% | NA | NA | NA | NA | 9.13% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTTWX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2030 FUND INSTITUTIONAL SHARES) | 12/05/2017 | 02/11/2022 |
The return data shown below all have the same latest date: 02/11/2022.
AR inception is since 12/05/2017.
AR inception is since 12/05/2017.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.87 | 3.53 | 11.92 | NA | NA | NA | NA | 9.13 | -6.03 | 11.52 | 14.10 | 21.14 | -5.82 | 1.56 |
| Sharpe Ratio | NA | 0.39 | 0.51 | NA | NA | NA | NA | 0.38 | -3.79 | 1.37 | 0.54 | 0.70 | -0.40 | 6.37 |
| Standard Deviation(%) | NA | 8.93 | 22.60 | NA | NA | NA | NA | 21.11 | 11.05 | 8.40 | 25.61 | 28.31 | 17.84 | 3.91 |
| Draw Down(%) | NA | 6.09 | 24.86 | NA | NA | NA | NA | 24.86 | 6.09 | 3.78 | 24.86 | 19.39 | 14.39 | 0.38 |
| Yield(%) | 0.00 | 2.44 | 2.75 | 2.45 | 1.22 | 0.82 | 0.61 | 3.06 | 0.00 | 2.53 | 2.10 | 2.88 | 2.29 | 1.95 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTTWX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2030 FUND INSTITUTIONAL SHARES) |
7.80%
Jan 2018 - Jan 2021 |
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 |
|---|---|---|---|---|
| VTTWX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2030 FUND INSTITUTIONAL SHARES) |
16.43%
Dec 2018 - Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart