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VLXVX: VANGUARD TARGET RETIREMENT 2065 FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 31.55 0.32(1.02%) May 03
Asset Class: | Target Date 2061-2065 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/12/2017 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 1.70% |
Expenses | 0.08% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/12/2017 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 5.1 | 18.8 | 3.8 | 9.0 | 8.5 | 20.4 | -17.4 | 16.5 | 16.2 | 25.0 | -9.6 | 9.3 |
Sharpe Ratio | NA | 1.2 | 1.43 | 0.1 | 0.41 | 0.43 | 1.45 | -0.93 | 1.44 | 0.55 | 2.33 | -0.81 | 3.82 |
Draw Down(%) | NA | 4.7 | 10.4 | 25.4 | 31.4 | 31.4 | 10.4 | 25.0 | 5.0 | 31.4 | 5.7 | 17.4 | 1.9 |
Standard Deviation(%) | NA | 10.1 | 10.5 | 14.7 | 17.9 | 16.4 | 11.2 | 20.2 | 11.5 | 28.8 | 10.1 | 13.5 | 5.3 |
Treynor Ratio | NA | 0.15 | 0.19 | 0.02 | 0.09 | 0.09 | 0.21 | -0.23 | 0.2 | 0.19 | 0.3 | -0.14 | 0.26 |
Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | 0.0 | 0.0 | -0.03 | 0.01 |
Beta | NA | 0.81 | 0.81 | 0.81 | 0.81 | 0.81 | 0.78 | 0.81 | 0.82 | 0.82 | 0.8 | 0.77 | 0.78 |
RSquared | NA | 0.9 | 0.81 | 0.91 | 0.95 | 0.95 | 0.83 | 0.94 | 0.89 | 0.97 | 0.96 | 0.95 | 0.86 |
Yield(%) | N/A | 0.0 | 2.3 | 1.9 | 2.3 | N/A | 2.4 | 1.6 | 2.2 | 1.8 | 2.3 | 0.0 | 0.9 |
Dividend Growth(%) | N/A | -100.0 | 21.6 | 93.3 | N/A | N/A | 21.6 | -16.4 | 38.6 | -4.3 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/12/2017
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