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VRIVX: VANGUARD INSTITUTIONAL TARGET RETIREMENT 2025 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 02/09/2022 |
| 12-Mo. Yield | 4.00% |
| 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(%) | -0.6 | 1.7 | 11.7 | 9.5 | 8.3 | -4.6 | 10.0 | 13.4 | 23.4 | -5.0 | 15.9 | 7.6 | -2.7 |
| Sharpe Ratio | NA | 0.22 | 0.9 | 0.81 | 0.73 | -3.28 | 1.37 | 0.68 | 3.24 | -0.7 | 3.75 | 0.8 | -0.48 |
| Draw Down(%) | NA | 6.1 | 22.5 | 22.5 | 22.5 | 5.5 | 3.4 | 22.5 | 3.2 | 11.9 | 1.2 | 7.0 | 8.1 |
| Standard Deviation(%) | NA | 7.6 | 12.5 | 10.7 | 10.5 | 10.3 | 7.3 | 19.1 | 6.8 | 9.2 | 4.1 | 9.2 | 10.9 |
| Treynor Ratio | NA | 0.03 | 0.22 | 0.17 | 0.14 | -0.68 | 0.2 | 0.25 | 0.47 | -0.12 | 0.28 | 0.11 | -0.09 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | -0.04 | -0.01 | 0.01 | 0.03 | -0.01 | 0.01 | 0.0 | -0.02 |
| Beta | NA | 0.52 | 0.51 | 0.51 | 0.53 | 0.5 | 0.5 | 0.52 | 0.47 | 0.52 | 0.55 | 0.67 | 0.59 |
| RSquared | NA | 0.9 | 0.86 | 0.87 | 0.88 | 0.91 | 0.82 | 0.88 | 0.75 | 0.95 | 0.81 | 0.92 | 0.95 |
| Yield(%) | N/A | 4.0 | 4.5 | 3.9 | N/A | 1.1 | 3.0 | 2.3 | 6.2 | 2.3 | 2.3 | 2.1 | 0.8 |
| Dividend Growth(%) | N/A | 95.3 | 116.7 | N/A | N/A | -62.5 | 42.0 | -55.9 | 143.6 | 18.2 | 14.0 | 141.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2015
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