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VITWX: VANGUARD INSTITUTIONAL TARGET RETIREMENT 2020 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/05/2017 |
| Last Dividend Date: | 02/09/2022 |
| 12-Mo. Yield | 5.98% |
| 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 | Since 12/05/2017 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 1.2 | 9.6 | 7.1 | -4.1 | 8.3 | 12.1 | 18.2 | -4.2 | 1.2 |
| Sharpe Ratio | NA | 0.19 | 0.3 | 0.23 | -3.65 | 1.36 | 0.74 | 0.33 | -0.26 | 6.04 |
| Draw Down(%) | NA | 5.2 | 30.6 | 30.6 | 4.7 | 2.8 | 19.3 | 30.6 | 16.6 | 0.4 |
| Standard Deviation(%) | NA | 6.4 | 30.5 | 27.9 | 8.4 | 6.1 | 15.9 | 50.0 | 21.4 | 3.1 |
| Treynor Ratio | NA | 0.03 | 0.19 | 0.13 | -0.77 | 0.2 | 0.28 | 0.16 | -0.1 | 0.41 |
| Alpha | NA | -0.02 | 0.01 | 0.01 | -0.05 | -0.01 | 0.01 | 0.0 | 0.0 | 0.02 |
| Beta | NA | 0.43 | 0.49 | 0.5 | 0.4 | 0.41 | 0.43 | 1.03 | 0.58 | 0.45 |
| RSquared | NA | 0.87 | 0.12 | 0.14 | 0.87 | 0.8 | 0.87 | 0.06 | 0.21 | 0.7 |
| Yield(%) | N/A | 6.0 | 4.7 | N/A | 1.8 | 4.3 | 3.2 | 3.5 | 2.4 | 2.0 |
| Dividend Growth(%) | N/A | 108.1 | N/A | N/A | -55.8 | 44.3 | 4.6 | 34.5 | 20.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/05/2017
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