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VTINX: VANGUARD TARGET RETIREMENT INCOME FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 12.93 0(0.0%) April 26
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (97%) |
Start Date: | 10/27/2003 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 2.93% |
Expenses | 0.08% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/27/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 0.2 | 6.5 | -0.1 | 3.5 | 3.9 | 5.5 | 4.8 | 4.9 | 10.7 | -12.7 | 5.2 | 10.0 | 13.2 | -2.0 | 8.5 | 5.3 | -0.2 | 5.5 | 5.9 | 8.2 | 5.2 | 9.4 | 14.3 | -10.9 | 8.2 | 6.4 | 3.3 | 8.4 | 2.5 |
Sharpe Ratio | NA | -0.59 | 0.49 | -0.36 | 0.29 | 0.52 | NA | NA | 0.67 | 1.12 | -1.63 | 1.25 | 1.02 | 3.65 | -0.77 | 3.53 | 1.19 | -0.05 | 1.75 | 1.51 | 2.27 | 0.87 | 1.76 | 1.69 | -1.04 | 1.11 | 0.8 | 0.33 | 1.81 | 3.7 |
Draw Down(%) | NA | 2.6 | 5.3 | 17.0 | 17.0 | 17.0 | NA | NA | 20.0 | 5.3 | 16.5 | 2.2 | 12.5 | 1.2 | 5.4 | 0.9 | 2.5 | 4.9 | 2.2 | 4.4 | 2.2 | 4.4 | 3.2 | 9.3 | 19.9 | 2.4 | 2.7 | 2.3 | 4.2 | 0.6 |
Standard Deviation(%) | NA | 5.0 | 5.6 | 6.5 | 6.9 | 5.5 | NA | NA | 5.7 | 5.8 | 8.7 | 4.2 | 9.6 | 3.2 | 4.3 | 2.2 | 4.2 | 4.3 | 3.2 | 3.9 | 3.6 | 6.0 | 5.3 | 8.4 | 11.3 | 4.7 | 3.9 | 3.5 | 4.1 | 3.8 |
Treynor Ratio | NA | -0.03 | 0.03 | -0.02 | 0.02 | 0.03 | NA | NA | 0.04 | 0.06 | -0.14 | 0.05 | 0.1 | 0.12 | -0.03 | 0.08 | 0.05 | 0.0 | 0.06 | 0.06 | 0.08 | 0.05 | 0.09 | 0.14 | -0.12 | 0.05 | 0.03 | 0.01 | 0.07 | 0.14 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
Yield(%) | N/A | 0.5 | 4.2 | 4.8 | 4.5 | 3.9 | 4.6 | 4.2 | N/A | 4.2 | 2.6 | 8.4 | 3.6 | 2.9 | 4.0 | 2.6 | 2.3 | 3.5 | 2.2 | 3.3 | 2.4 | 3.0 | 2.7 | 2.9 | 3.8 | 4.0 | 3.7 | 4.0 | 4.8 | 0.7 |
Dividend Growth(%) | N/A | -88.5 | 32.5 | 52.8 | 60.8 | 33.6 | N/A | N/A | N/A | 36.8 | -69.6 | 145.1 | 37.8 | -31.5 | 63.6 | 13.8 | -35.6 | 60.7 | -30.0 | 42.9 | -17.6 | 17.2 | 3.6 | -33.3 | -2.3 | 10.3 | -7.1 | -14.3 | 600.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/2003
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