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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: | 02/09/2022 |
| 12-Mo. Yield | 2.51% |
| 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 | Since 07/12/2017 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 4.7 | 14.3 | 11.0 | -5.5 | 16.6 | 16.2 | 25.2 | -7.8 | 9.4 |
| Sharpe Ratio | NA | 0.4 | 0.73 | 0.61 | -2.47 | 1.46 | 0.55 | 2.34 | -0.69 | 3.89 |
| Draw Down(%) | NA | 8.3 | 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 | 15.8 | 11.4 | 28.8 | 10.1 | 13.4 | 5.2 |
| Treynor Ratio | NA | 0.06 | 0.17 | 0.13 | -0.5 | 0.2 | 0.19 | 0.3 | -0.12 | 0.26 |
| Alpha | NA | -0.03 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | -0.02 | 0.01 |
| Beta | NA | 0.82 | 0.82 | 0.81 | 0.78 | 0.83 | 0.82 | 0.8 | 0.77 | 0.78 |
| RSquared | NA | 0.92 | 0.97 | 0.96 | 0.95 | 0.92 | 0.97 | 0.96 | 0.96 | 0.87 |
| Yield(%) | N/A | 2.5 | 2.6 | N/A | 0.6 | 2.0 | 1.9 | 2.4 | 1.6 | 0.8 |
| Dividend Growth(%) | N/A | 60.0 | N/A | N/A | -64.8 | 18.4 | -2.3 | 31.3 | 111.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/12/2017
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