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VIVLX: VANGUARD INSTITUTIONAL TARGET RETIREMENT 2055 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2051-2055 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 02/09/2022 |
| 12-Mo. Yield | 3.12% |
| 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(%) | -0.8 | 4.7 | 14.4 | 11.6 | 10.0 | -5.5 | 16.6 | 16.4 | 25.1 | -7.8 | 21.4 | 9.0 | -4.0 |
| Sharpe Ratio | NA | 0.4 | 0.73 | 0.67 | 0.61 | -2.46 | 1.47 | 0.56 | 2.33 | -0.69 | 3.57 | 0.69 | -0.52 |
| Draw Down(%) | NA | 8.4 | 31.4 | 31.4 | 31.4 | 7.9 | 5.0 | 31.4 | 5.7 | 17.3 | 1.9 | 10.2 | 11.2 |
| Standard Deviation(%) | NA | 11.8 | 18.9 | 16.2 | 15.5 | 15.8 | 11.3 | 28.9 | 10.1 | 13.4 | 5.8 | 12.7 | 15.2 |
| Treynor Ratio | NA | 0.06 | 0.18 | 0.14 | 0.12 | -0.5 | 0.21 | 0.2 | 0.3 | -0.12 | 0.25 | 0.09 | -0.1 |
| Alpha | NA | -0.03 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.03 |
| Beta | NA | 0.82 | 0.79 | 0.78 | 0.8 | 0.78 | 0.79 | 0.78 | 0.79 | 0.77 | 0.82 | 0.94 | 0.81 |
| RSquared | NA | 0.93 | 0.89 | 0.9 | 0.91 | 0.96 | 0.84 | 0.89 | 0.96 | 0.96 | 0.88 | 0.93 | 0.95 |
| Yield(%) | N/A | 3.1 | 3.1 | 2.9 | N/A | 0.9 | 2.3 | 2.2 | 2.7 | 2.0 | 2.2 | 2.0 | 0.8 |
| Dividend Growth(%) | N/A | 71.5 | 65.9 | N/A | N/A | -53.3 | 16.9 | 0.9 | 17.0 | 11.7 | 20.4 | 127.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2015
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2051-2055 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2051-2055
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