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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: | 12/29/2021 |
12-Mo. Yield | 2.90% |
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 | 3.4 | 12.3 | 9.8 | 8.5 | -5.7 | 9.9 | 11.0 | 16.8 | -7.4 | 13.7 | 5.5 | -3.5 |
Sharpe Ratio | NA | 0.42 | 0.94 | 0.84 | 0.76 | -4.08 | 1.34 | 0.56 | -0.92 | -3.07 | -1.24 | -3.02 | -2.29 |
Draw Down(%) | NA | 5.7 | 22.5 | 22.5 | 22.5 | 5.7 | 3.4 | 22.5 | 3.2 | 11.9 | 2.0 | 7.0 | 8.1 |
Standard Deviation(%) | NA | 8.1 | 12.6 | 10.8 | 10.5 | 9.7 | 7.4 | 19.2 | 7.0 | 9.4 | 4.5 | 9.4 | 10.9 |
Treynor Ratio | NA | 0.07 | 0.22 | 0.17 | 0.15 | -0.88 | 0.19 | 0.2 | -0.13 | -0.55 | -0.1 | -0.42 | -0.43 |
Alpha | NA | -0.01 | 0.01 | 0.0 | 0.0 | -0.09 | -0.02 | 0.0 | -0.04 | -0.06 | -0.52 | -0.37 | -0.06 |
Beta | NA | 0.52 | 0.53 | 0.53 | 0.54 | 0.45 | 0.53 | 0.54 | 0.51 | 0.52 | 0.55 | 0.68 | 0.58 |
RSquared | NA | 0.79 | 0.91 | 0.92 | 0.91 | 0.85 | 0.89 | 0.95 | 0.83 | 0.9 | 0.66 | 0.89 | 0.94 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.3 | 2.1 | 0.9 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 15.0 | 135.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2015
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