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VITLX: VANGUARD INSTITUTIONAL TARGET RETIREMENT 2045 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 02/09/2022 |
| 12-Mo. Yield | 3.32% |
| 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 | 4.6 | 14.3 | 11.5 | 9.9 | -5.5 | 16.4 | 16.2 | 25.1 | -7.9 | 21.5 | 8.9 | -4.0 |
| Sharpe Ratio | NA | 0.4 | 0.73 | 0.67 | 0.6 | -2.51 | 1.48 | 0.55 | 2.33 | -0.69 | 3.57 | 0.68 | -0.51 |
| Draw Down(%) | NA | 8.2 | 31.4 | 31.4 | 31.4 | 7.8 | 4.8 | 31.4 | 5.7 | 17.3 | 1.9 | 10.2 | 11.2 |
| Standard Deviation(%) | NA | 11.6 | 18.8 | 16.1 | 15.5 | 15.4 | 11.1 | 28.9 | 10.1 | 13.4 | 5.9 | 12.7 | 15.2 |
| Treynor Ratio | NA | 0.06 | 0.18 | 0.14 | 0.12 | -0.51 | 0.21 | 0.2 | 0.3 | -0.12 | 0.25 | 0.09 | -0.1 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.03 |
| Beta | NA | 0.81 | 0.78 | 0.78 | 0.8 | 0.76 | 0.78 | 0.78 | 0.79 | 0.77 | 0.82 | 0.94 | 0.81 |
| RSquared | NA | 0.93 | 0.89 | 0.9 | 0.91 | 0.95 | 0.84 | 0.89 | 0.96 | 0.96 | 0.88 | 0.93 | 0.95 |
| Yield(%) | N/A | 3.3 | 3.1 | 3.0 | N/A | 1.0 | 2.3 | 2.0 | 2.8 | 2.1 | 2.3 | 2.1 | 0.8 |
| Dividend Growth(%) | N/A | 100.0 | 59.0 | N/A | N/A | -48.9 | 32.4 | -12.9 | 16.7 | 12.2 | 17.1 | 141.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2015
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2041-2045 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2041-2045
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