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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: | 12/29/2021 |
12-Mo. Yield | 2.12% |
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 | 5 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.7 | 5.7 | 14.7 | 11.8 | 10.1 | -6.4 | 16.5 | 14.2 | 22.4 | -9.9 | 19.2 | 7.1 | -4.8 |
Sharpe Ratio | NA | 0.48 | 0.75 | 0.68 | 0.62 | -2.88 | 1.44 | 0.48 | -0.08 | -2.32 | 0.0 | -2.08 | -1.82 |
Draw Down(%) | NA | 7.9 | 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 | 11.9 | 18.9 | 16.2 | 15.5 | 15.2 | 11.5 | 28.9 | 10.3 | 13.5 | 6.1 | 12.9 | 15.1 |
Treynor Ratio | NA | 0.07 | 0.17 | 0.14 | 0.12 | -0.59 | 0.2 | 0.17 | -0.01 | -0.41 | 0.0 | -0.29 | -0.34 |
Alpha | NA | -0.02 | -0.01 | 0.0 | -0.01 | -0.04 | -0.02 | -0.01 | -0.02 | -0.05 | -0.21 | -0.08 | -0.05 |
Beta | NA | 0.81 | 0.82 | 0.81 | 0.82 | 0.74 | 0.84 | 0.82 | 0.8 | 0.77 | 0.82 | 0.95 | 0.81 |
RSquared | NA | 0.9 | 0.96 | 0.96 | 0.95 | 0.92 | 0.92 | 0.97 | 0.93 | 0.94 | 0.81 | 0.92 | 0.95 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.2 | 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 | 22.2 | 125.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2015
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