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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: | 02/09/2022 |
| 12-Mo. Yield | 6.78% |
| 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(%) | -0.4 | 0.3 | 7.8 | 6.6 | 6.0 | -3.6 | 5.8 | 10.4 | 15.4 | -2.9 | 11.5 | 6.3 | -1.8 |
| Sharpe Ratio | NA | 0.05 | 0.97 | 0.9 | 0.81 | -4.3 | 1.29 | 0.88 | 3.45 | -0.73 | 3.81 | 0.93 | -0.45 |
| Draw Down(%) | NA | 4.3 | 14.6 | 14.6 | 14.6 | 3.6 | 2.3 | 14.6 | 1.6 | 7.5 | 1.0 | 4.7 | 5.9 |
| Standard Deviation(%) | NA | 4.7 | 7.5 | 6.6 | 6.6 | 6.4 | 4.5 | 11.5 | 4.0 | 5.9 | 2.9 | 6.5 | 7.9 |
| Treynor Ratio | NA | 0.01 | 0.24 | 0.19 | 0.16 | -0.98 | 0.2 | 0.33 | 0.48 | -0.13 | 0.31 | 0.13 | -0.09 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | -0.06 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | 0.0 | -0.02 |
| Beta | NA | 0.3 | 0.3 | 0.31 | 0.33 | 0.28 | 0.29 | 0.3 | 0.29 | 0.33 | 0.35 | 0.47 | 0.42 |
| RSquared | NA | 0.77 | 0.82 | 0.83 | 0.83 | 0.75 | 0.71 | 0.84 | 0.8 | 0.93 | 0.65 | 0.88 | 0.93 |
| Yield(%) | N/A | 6.8 | 5.2 | 4.4 | N/A | 1.5 | 5.4 | 3.6 | 4.0 | 3.2 | 2.4 | 2.0 | 0.8 |
| Dividend Growth(%) | N/A | 105.5 | 111.9 | N/A | N/A | -72.4 | 61.0 | 0.5 | 16.0 | 48.2 | 22.0 | 155.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2015
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