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VITRX: VANGUARD INSTITUTIONAL TARGET RETIREMENT INCOME FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | FIXED INCOME |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 02/09/2022 |
| 12-Mo. Yield | 3.95% |
| 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(%) | -0.5 | 0.1 | 7.1 | 5.8 | 5.3 | -3.6 | 5.3 | 10.2 | 13.2 | -2.0 | 8.5 | 5.3 | -0.9 |
| Sharpe Ratio | NA | 0.02 | 1.03 | 0.94 | 0.9 | -4.38 | 1.28 | 1.03 | 3.68 | -0.79 | 3.62 | 1.2 | -0.4 |
| Draw Down(%) | NA | 4.2 | 12.4 | 12.4 | 12.4 | 3.6 | 2.2 | 12.4 | 1.2 | 5.3 | 0.9 | 2.6 | 3.4 |
| Standard Deviation(%) | NA | 4.5 | 6.4 | 5.4 | 5.2 | 6.3 | 4.2 | 9.6 | 3.2 | 4.3 | 2.2 | 4.2 | 4.7 |
| Treynor Ratio | NA | 0.0 | 0.36 | 0.32 | 0.33 | -0.46 | 0.16 | 2.44 | 1.68 | 0.88 | 0.26 | 0.37 | 0.18 |
| Alpha | NA | 0.01 | 0.02 | 0.02 | 0.02 | -0.05 | 0.02 | 0.04 | 0.04 | -0.01 | 0.03 | 0.02 | -0.01 |
| Beta | NA | 0.41 | 0.18 | 0.16 | 0.14 | 0.61 | 0.33 | 0.04 | 0.07 | -0.04 | 0.3 | 0.14 | -0.11 |
| RSquared | NA | 0.15 | 0.01 | 0.01 | 0.01 | 0.3 | 0.09 | 0.0 | 0.01 | 0.0 | 0.16 | 0.01 | 0.01 |
| Yield(%) | N/A | 4.0 | 3.3 | 3.1 | N/A | 0.3 | 3.7 | 2.5 | 2.8 | 2.7 | 2.2 | 2.1 | 0.8 |
| Dividend Growth(%) | N/A | 72.5 | 49.2 | N/A | N/A | -91.8 | 59.5 | -3.1 | 1.9 | 27.4 | 11.7 | 164.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2015
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