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VITFX: VANGUARD INSTITUTIONAL TARGET RETIREMENT 2035 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/01/2015 |
Last Dividend Date: | 12/29/2021 |
12-Mo. Yield | 2.37% |
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(%) | -1.8 | 4.2 | 12.8 | 10.4 | 9.0 | -6.2 | 13.1 | 12.7 | 22.6 | -6.6 | 19.1 | 8.4 | -3.9 |
Sharpe Ratio | NA | 0.43 | 0.6 | 0.55 | 0.51 | -3.47 | 1.4 | 0.47 | 0.94 | -0.49 | 3.63 | 0.72 | -0.56 |
Draw Down(%) | NA | 6.6 | 27.1 | 27.1 | 27.1 | 6.6 | 4.1 | 27.1 | 16.0 | 14.9 | 1.6 | 9.0 | 10.2 |
Standard Deviation(%) | NA | 9.8 | 20.6 | 17.7 | 16.5 | 12.3 | 9.3 | 26.1 | 22.4 | 16.0 | 5.1 | 11.4 | 13.8 |
Treynor Ratio | NA | 0.06 | 0.18 | 0.14 | 0.12 | -0.73 | 0.19 | 0.19 | 0.23 | -0.11 | 0.26 | 0.1 | -0.1 |
Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | -0.07 | -0.02 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | -0.03 |
Beta | NA | 0.66 | 0.69 | 0.7 | 0.71 | 0.59 | 0.68 | 0.67 | 0.91 | 0.73 | 0.71 | 0.84 | 0.73 |
RSquared | NA | 0.87 | 0.58 | 0.59 | 0.63 | 0.89 | 0.92 | 0.79 | 0.25 | 0.59 | 0.86 | 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 | 2.3 | 2.1 | 0.8 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 15.0 | 143.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2015
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