VTTSX: VANGUARD TARGET RETIREMENT 2060 FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 53.5 0.62(1.15%) May 21
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 01/20/2012 |
| Last Dividend Date: | 12/27/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.08% |
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Performance Analytics (As of 05/21/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/20/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | 4.4 | 7.8 | 10.5 | 11.1 | 7.9 | 9.5 | 12.2 | 20.2 | -17.5 | 12.3 | 16.0 | 25.0 | -7.9 | 21.4 | 8.8 | -1.7 | 7.2 | 24.3 | 10.6 |
| Sharpe Ratio | NA | 0.6 | 0.19 | 0.48 | 0.62 | 0.4 | 0.56 | 0.5 | 1.43 | -0.94 | 1.03 | 0.54 | 1.69 | -0.64 | 3.57 | 0.68 | -0.13 | 0.73 | 2.41 | 0.92 |
| Draw Down(%) | NA | 14.5 | 15.4 | 15.4 | 28.1 | 31.4 | 31.4 | 7.1 | 10.4 | 25.1 | 5.0 | 31.4 | 9.8 | 17.4 | 1.7 | 10.2 | 12.6 | 7.5 | 6.9 | 10.1 |
| Standard Deviation(%) | NA | 20.6 | 15.6 | 14.9 | 15.0 | 15.9 | 14.8 | 11.0 | 11.2 | 20.2 | 11.9 | 28.9 | 13.9 | 14.6 | 5.8 | 12.8 | 13.1 | 9.8 | 10.1 | 12.2 |
| Treynor Ratio | NA | 0.17 | 0.04 | 0.09 | 0.12 | 0.08 | 0.1 | 0.07 | 0.2 | -0.23 | 0.16 | 0.2 | 0.26 | -0.12 | 0.25 | 0.09 | -0.02 | 0.08 | 0.27 | 0.12 |
| Alpha | NA | 0.04 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.03 | -0.01 | -0.01 | -0.03 | 0.0 | -0.01 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 |
| Beta | NA | 0.74 | 0.76 | 0.8 | 0.8 | 0.81 | 0.82 | 0.81 | 0.82 | 0.82 | 0.79 | 0.78 | 0.9 | 0.8 | 0.82 | 0.94 | 0.82 | 0.84 | 0.89 | 0.93 |
| RSquared | NA | 0.96 | 0.92 | 0.93 | 0.91 | 0.88 | 0.89 | 0.87 | 0.91 | 0.96 | 0.76 | 0.89 | 0.65 | 0.87 | 0.88 | 0.93 | 0.95 | 0.97 | 0.96 | 0.97 |
| Yield(%) | N/A | 0.0 | 0.0 | 1.5 | 2.0 | 2.2 | N/A | 0.0 | 2.5 | 1.7 | 2.2 | 1.8 | 2.6 | 2.1 | 2.1 | 2.1 | 1.9 | 1.8 | 1.7 | 1.6 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -26.1 | 5.4 | N/A | N/A | -100.0 | 20.3 | -13.1 | 36.8 | -14.9 | 11.6 | 17.5 | 6.5 | 10.1 | 11.0 | 28.0 | 14.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/20/2012
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