Find A Portfolio/Ticker
Comparison Box
VITVX: VANGUARD INSTITUTIONAL TARGET RETIREMENT 2015 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/30/2015 |
Last Dividend Date: | 12/29/2021 |
12-Mo. Yield | 5.33% |
Expenses | 0.09% |
Sign up to get fund ranking change alerts |
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(%) | -2.0 | 4.1 | 9.2 | 7.4 | 6.6 | -5.1 | 5.8 | 6.8 | 11.4 | -6.1 | 9.1 | 4.2 | -2.6 |
Sharpe Ratio | NA | 0.57 | 1.07 | 0.96 | 0.86 | -5.56 | 1.28 | 0.55 | -2.36 | -4.15 | -2.88 | -4.36 | -2.95 |
Draw Down(%) | NA | 5.1 | 14.6 | 14.6 | 14.6 | 5.1 | 2.3 | 14.6 | 3.2 | 8.9 | 2.1 | 4.7 | 5.9 |
Standard Deviation(%) | NA | 7.1 | 8.1 | 7.0 | 6.9 | 6.6 | 4.5 | 11.9 | 5.0 | 6.7 | 3.5 | 6.8 | 7.9 |
Treynor Ratio | NA | 0.14 | 0.28 | 0.21 | 0.18 | -1.65 | 0.19 | 0.21 | -0.41 | -0.83 | -0.3 | -0.63 | -0.56 |
Alpha | NA | 0.0 | 0.01 | 0.01 | 0.0 | -0.12 | -0.01 | 0.0 | -0.05 | -0.07 | -0.75 | -0.59 | -0.06 |
Beta | NA | 0.29 | 0.31 | 0.32 | 0.33 | 0.22 | 0.3 | 0.32 | 0.29 | 0.33 | 0.34 | 0.48 | 0.41 |
RSquared | NA | 0.32 | 0.75 | 0.78 | 0.79 | 0.44 | 0.79 | 0.85 | 0.52 | 0.73 | 0.42 | 0.83 | 0.91 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.4 | 2.0 | 0.8 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 23.1 | 160.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2015
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2011-2015 Asset Class Trend Rankings |