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VTENX: Vanguard Target Retirement 2010 Inv (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/28/2006 |
Last Dividend Date: | 07/20/2017 |
12-Mo. Yield | 0.00% |
Expenses | 0.17% |
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Performance Analytics (As of 08/27/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/28/2006 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -4.8 | 1.2 | 2.3 | -26.1 | 5.2 | -0.2 | 5.9 | 9.1 | 10.1 | 3.4 | 11.4 | 19.3 | -20.7 | 7.7 | 11.2 |
Sharpe Ratio | NA | -0.76 | -0.37 | -0.1 | 0.05 | 0.12 | -0.88 | 1.09 | -0.05 | 1.52 | 1.86 | 1.89 | 0.33 | 1.29 | 1.35 | -1.03 | 0.55 | 3.32 |
Draw Down(%) | NA | 29.8 | 29.8 | 29.8 | 33.3 | 33.3 | 29.8 | 2.9 | 5.4 | 2.9 | 4.9 | 3.9 | 8.3 | 6.8 | 15.7 | 30.7 | 5.1 | 2.4 |
Standard Deviation(%) | NA | 35.5 | 20.9 | 16.4 | 14.9 | 14.3 | 45.8 | 4.6 | 4.9 | 3.9 | 4.9 | 5.4 | 10.0 | 8.8 | 14.3 | 20.9 | 8.5 | 5.9 |
Treynor Ratio | NA | -0.26 | -0.08 | -0.02 | 0.0 | 0.01 | -0.26 | 0.05 | 0.0 | 0.06 | 0.1 | 0.08 | 0.02 | 0.08 | 0.12 | -0.12 | 0.03 | 0.17 |
Alpha | NA | -0.11 | -0.03 | -0.01 | 0.0 | 0.0 | -0.21 | 0.01 | 0.01 | 0.01 | 0.03 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | 0.03 |
Beta | NA | 1.03 | 0.97 | 0.98 | 1.49 | 1.48 | 1.57 | 0.99 | 0.88 | 1.05 | 0.95 | 1.25 | 1.56 | 1.47 | 1.64 | 1.74 | 1.43 | 1.13 |
RSquared | NA | 0.01 | 0.05 | 0.08 | 0.45 | 0.45 | 0.01 | 0.89 | 0.75 | 0.83 | 0.71 | 0.82 | 0.88 | 0.84 | 0.91 | 0.9 | 0.74 | 0.72 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2006
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See Target Date 2000-2010 Asset Class Trend Rankings |
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