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VIRSX: VANGUARD INSTITUTIONAL TARGET RETIREMENT 2040 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 02/09/2022 |
| 12-Mo. Yield | 3.48% |
| Expenses | 0.09% |
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Performance Analytics (As of 02/11/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/30/2015 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 3.9 | 13.4 | 10.9 | 9.4 | -5.3 | 14.8 | 15.4 | 23.9 | -7.3 | 20.7 | 8.8 | -4.0 |
| Sharpe Ratio | NA | 0.36 | 0.74 | 0.68 | 0.61 | -2.66 | 1.46 | 0.57 | 2.41 | -0.69 | 3.6 | 0.69 | -0.52 |
| Draw Down(%) | NA | 7.7 | 29.3 | 29.3 | 29.3 | 7.2 | 4.5 | 29.3 | 5.1 | 16.4 | 1.8 | 10.1 | 11.2 |
| Standard Deviation(%) | NA | 10.6 | 17.3 | 14.9 | 14.4 | 14.2 | 10.1 | 26.5 | 9.3 | 12.6 | 5.6 | 12.5 | 15.0 |
| Treynor Ratio | NA | 0.05 | 0.18 | 0.14 | 0.12 | -0.54 | 0.21 | 0.21 | 0.31 | -0.12 | 0.26 | 0.09 | -0.1 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | -0.02 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.03 |
| Beta | NA | 0.73 | 0.72 | 0.72 | 0.74 | 0.7 | 0.71 | 0.72 | 0.73 | 0.72 | 0.78 | 0.92 | 0.81 |
| RSquared | NA | 0.92 | 0.89 | 0.9 | 0.9 | 0.95 | 0.84 | 0.89 | 0.96 | 0.96 | 0.87 | 0.93 | 0.95 |
| Yield(%) | N/A | 3.5 | 3.2 | 3.1 | N/A | 1.2 | 2.4 | 2.0 | 2.8 | 2.2 | 2.3 | 2.2 | 0.8 |
| Dividend Growth(%) | N/A | 103.9 | 60.6 | N/A | N/A | -44.2 | 30.9 | -13.5 | 16.7 | 14.0 | 15.2 | 146.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2015
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