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VFFVX: VANGUARD TARGET RETIREMENT 2055 FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 51.26 0(0.0%) April 26
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (80%) |
Start Date: | 08/18/2010 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 1.85% |
Expenses | 0.08% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/18/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.4 | 4.0 | 18.3 | 3.3 | 8.8 | 8.3 | 9.8 | 20.4 | -17.5 | 16.4 | 16.3 | 25.0 | -7.9 | 21.4 | 8.9 | -1.7 | 7.2 | 24.3 | 15.6 | -2.3 | 15.0 |
Sharpe Ratio | NA | 0.95 | 1.39 | 0.07 | 0.4 | 0.48 | 0.61 | 1.45 | -0.94 | 1.44 | 0.55 | 2.33 | -0.69 | 3.56 | 0.68 | -0.13 | 0.73 | 2.41 | 1.3 | -0.11 | 3.56 |
Draw Down(%) | NA | 4.8 | 10.4 | 25.4 | 31.4 | 31.4 | 31.4 | 10.4 | 25.0 | 5.0 | 31.4 | 5.7 | 17.4 | 1.9 | 10.2 | 12.7 | 7.5 | 6.9 | 10.2 | 19.6 | 3.7 |
Standard Deviation(%) | NA | 9.8 | 10.5 | 14.6 | 17.9 | 15.0 | 14.9 | 11.2 | 20.2 | 11.4 | 28.9 | 10.1 | 13.4 | 5.9 | 12.7 | 13.1 | 9.8 | 10.1 | 12.1 | 21.8 | 12.8 |
Treynor Ratio | NA | 0.12 | 0.18 | 0.01 | 0.09 | 0.09 | 0.11 | 0.21 | -0.23 | 0.22 | 0.2 | 0.3 | -0.12 | 0.25 | 0.09 | -0.02 | 0.08 | 0.27 | 0.17 | -0.02 | 0.49 |
Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.02 | 0.0 |
Beta | NA | 0.8 | 0.8 | 0.79 | 0.81 | 0.81 | 0.84 | 0.78 | 0.81 | 0.75 | 0.82 | 0.8 | 0.77 | 0.82 | 0.94 | 0.82 | 0.85 | 0.89 | 0.93 | 0.92 | 0.93 |
RSquared | NA | 0.89 | 0.8 | 0.89 | 0.94 | 0.94 | 0.95 | 0.83 | 0.96 | 0.75 | 0.97 | 0.96 | 0.96 | 0.88 | 0.93 | 0.95 | 0.97 | 0.97 | 0.97 | 0.99 | 0.98 |
Yield(%) | N/A | 0.0 | 2.4 | 4.5 | 4.5 | 4.0 | N/A | 2.6 | 1.8 | 10.7 | 2.1 | 2.6 | 2.1 | 2.2 | 2.2 | 1.9 | 1.9 | 1.9 | 2.1 | 1.7 | 1.1 |
Dividend Growth(%) | N/A | -100.0 | 17.4 | 172.2 | 168.3 | N/A | N/A | 17.4 | -82.4 | 482.2 | -3.2 | 12.0 | 15.3 | 9.1 | 8.2 | 8.9 | 16.7 | 4.3 | 15.0 | 81.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/18/2010
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