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VILVX: VANGUARD INSTITUTIONAL TARGET RETIREMENT 2060 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2056-2060 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/30/2015 |
Last Dividend Date: | 12/29/2021 |
12-Mo. Yield | 2.02% |
Expenses | 0.09% |
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Performance Analytics (As of 02/11/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.9 | 5.5 | 14.7 | 11.2 | 9.7 | -6.6 | 16.6 | 16.4 | 25.1 | -9.9 | 21.4 | 8.9 | -4.1 |
Sharpe Ratio | NA | 0.46 | 0.75 | 0.65 | 0.59 | -2.94 | 1.45 | 0.56 | 2.35 | -0.83 | 3.57 | 0.68 | -0.52 |
Draw Down(%) | NA | 7.9 | 31.4 | 31.4 | 31.4 | 7.9 | 5.0 | 31.4 | 5.7 | 17.4 | 1.9 | 10.2 | 11.3 |
Standard Deviation(%) | NA | 11.9 | 18.9 | 16.2 | 15.5 | 15.2 | 11.4 | 28.8 | 10.1 | 13.6 | 5.8 | 12.8 | 15.2 |
Treynor Ratio | NA | 0.07 | 0.17 | 0.13 | 0.11 | -0.61 | 0.2 | 0.2 | 0.3 | -0.15 | 0.25 | 0.09 | -0.1 |
Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | -0.05 | -0.02 | 0.0 | 0.0 | -0.03 | 0.01 | -0.01 | -0.03 |
Beta | NA | 0.81 | 0.82 | 0.81 | 0.82 | 0.73 | 0.83 | 0.82 | 0.79 | 0.77 | 0.82 | 0.94 | 0.81 |
RSquared | NA | 0.89 | 0.96 | 0.96 | 0.95 | 0.91 | 0.91 | 0.97 | 0.96 | 0.94 | 0.88 | 0.93 | 0.95 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.0 | 2.0 | 0.9 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13.9 | 111.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2015
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