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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: | 12/29/2021 |
12-Mo. Yield | 4.16% |
Expenses | 0.09% |
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Performance Analytics (As of 02/11/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.4 | 3.4 | 10.4 | 7.7 | -5.9 | 8.3 | 8.9 | 18.2 | -4.2 | 1.2 | 5.0 | -3.2 |
Sharpe Ratio | NA | 0.45 | 0.3 | 0.24 | -4.87 | 1.35 | 0.35 | 0.34 | -0.26 | 6.06 | 0.57 | -0.66 |
Draw Down(%) | NA | 5.9 | 30.6 | 30.6 | 5.9 | 2.8 | 19.3 | 30.6 | 16.6 | 0.4 | 5.9 | 7.2 |
Standard Deviation(%) | NA | 7.6 | 32.4 | 29.4 | 8.5 | 6.1 | 24.7 | 50.0 | 21.4 | 3.1 | 8.3 | 9.7 |
Treynor Ratio | NA | 0.08 | 0.2 | 0.14 | -1.27 | 0.19 | 0.2 | 0.16 | -0.1 | 0.41 | 0.08 | -0.12 |
Alpha | NA | -0.01 | 0.02 | 0.01 | -0.13 | -0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.01 | -0.02 |
Beta | NA | 0.42 | 0.5 | 0.51 | 0.33 | 0.44 | 0.44 | 1.05 | 0.58 | 0.45 | 0.59 | 0.51 |
RSquared | NA | 0.59 | 0.11 | 0.13 | 0.57 | 0.88 | 0.37 | 0.06 | 0.21 | 0.7 | 0.87 | 0.93 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.0 | N/A | N/A |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2015
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