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VTXVX: VANGUARD TARGET RETIREMENT 2015 FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/27/2003 |
Last Dividend Date: | 07/06/2022 |
12-Mo. Yield | 2.59% |
Expenses | 0.08% |
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Performance Analytics (As of 07/08/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/27/2003 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 2.6 | 7.1 | 6.7 | 7.0 | 5.4 | 6.3 | -11.5 | 20.5 | 10.3 | 14.8 | -3.0 | 11.5 | 6.2 | -0.5 | 6.6 | 13.0 | 11.4 | 1.7 | 12.7 | 21.3 | -24.1 | 7.5 | 11.4 | 5.3 | 9.0 | 4.9 |
Sharpe Ratio | NA | 0.16 | 0.61 | 0.67 | 0.85 | NA | 0.54 | -2.65 | 1.5 | 0.88 | 3.34 | -0.73 | 3.79 | 0.91 | -0.07 | 1.22 | 2.11 | 1.63 | 0.13 | 1.17 | 1.26 | -1.0 | 0.45 | 1.21 | 0.61 | 1.41 | 5.87 |
Draw Down(%) | NA | 13.3 | 14.6 | 14.6 | 14.6 | NA | 38.2 | 13.3 | 2.3 | 14.6 | 1.6 | 7.5 | 1.0 | 4.7 | 7.2 | 4.1 | 5.5 | 5.7 | 11.2 | 8.4 | 18.1 | 34.4 | 6.1 | 5.9 | 3.1 | 5.3 | 0.8 |
Standard Deviation(%) | NA | 14.5 | 11.0 | 9.0 | 7.7 | NA | 10.4 | 8.2 | 13.7 | 11.4 | 4.0 | 5.9 | 2.9 | 6.5 | 7.0 | 5.4 | 6.1 | 7.0 | 13.0 | 10.7 | 16.8 | 24.8 | 10.1 | 6.8 | 5.1 | 5.7 | 5.1 |
Treynor Ratio | NA | 0.02 | 0.07 | 0.06 | 0.07 | NA | 0.06 | -0.22 | 0.2 | 0.1 | 0.13 | -0.04 | 0.11 | 0.06 | 0.0 | 0.07 | 0.13 | 0.11 | 0.02 | 0.13 | 0.21 | -0.25 | 0.05 | 0.08 | 0.03 | 0.08 | 0.3 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
Yield(%) | N/A | 14.9 | 9.2 | 7.9 | 6.8 | 5.2 | N/A | 2.8 | 12.9 | 6.7 | 5.3 | 6.6 | 5.8 | 4.2 | 6.5 | 3.1 | 2.6 | 2.6 | 2.6 | 2.8 | 2.9 | 2.8 | 2.7 | 2.7 | 2.7 | 1.9 | 0.6 |
Dividend Growth(%) | N/A | 139.2 | 70.3 | 122.4 | N/A | N/A | N/A | -79.8 | 99.0 | 39.7 | -27.7 | 18.8 | 41.7 | -40.0 | 122.2 | 28.6 | 9.4 | -3.0 | 3.1 | 14.3 | -22.2 | 5.9 | 9.7 | 3.3 | 50.0 | 233.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/2003
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