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VSXFX: VANGUARD INSTITUTIONAL TARGET RETIREMENT 2065 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2061-2065 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/12/2017 |
Last Dividend Date: | 12/29/2021 |
12-Mo. Yield | 1.86% |
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 | Since 07/12/2017 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.4 | 5.8 | 14.7 | 11.3 | -6.0 | 16.6 | 14.3 | 22.8 | -9.5 | 8.6 |
Sharpe Ratio | NA | 0.49 | 0.75 | 0.63 | -2.73 | 1.47 | 0.48 | -0.04 | -2.3 | -0.28 |
Draw Down(%) | NA | 7.9 | 31.5 | 31.5 | 7.9 | 4.9 | 31.5 | 5.6 | 17.3 | 1.9 |
Standard Deviation(%) | NA | 11.8 | 18.9 | 16.8 | 15.3 | 11.3 | 28.9 | 10.3 | 13.5 | 5.3 |
Treynor Ratio | NA | 0.07 | 0.18 | 0.13 | -0.55 | 0.21 | 0.17 | -0.01 | -0.4 | -0.02 |
Alpha | NA | -0.02 | 0.0 | -0.01 | -0.02 | -0.02 | 0.0 | -0.02 | -0.04 | -0.01 |
Beta | NA | 0.79 | 0.81 | 0.81 | 0.76 | 0.81 | 0.82 | 0.8 | 0.77 | 0.78 |
RSquared | NA | 0.87 | 0.96 | 0.96 | 0.95 | 0.88 | 0.97 | 0.93 | 0.95 | 0.84 |
Yield(%) | N/A | 1.9 | 2.3 | N/A | 0.0 | 2.0 | 1.9 | 2.4 | 1.6 | 0.9 |
Dividend Growth(%) | N/A | 18.7 | N/A | N/A | -100.0 | 17.4 | -2.1 | 30.6 | 111.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/12/2017
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