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VTIVX: Vanguard Target Retirement 2045 Inv (MUTUAL FUND)


Basic Info     25.74 0.25(0.96%) October 19

Asset Class:Target Date 2041-2045
MyPlanIQ Rating: (52%)
Start Date:10/28/2003
Last Dividend Date:12/27/2019
12-Mo. Yield 1.94%
Expenses 0.19%
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Performance Analytics (As of 10/19/2020)

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Last 1 Week* YTD*(2020) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Inception** 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
AR(%) -2.3 4.2 11.6 7.5 9.4 9.5 7.5 7.9 24.9 -7.9 21.4 8.9 -1.6 7.2 24.4 15.6 -2.5 15.2 28.2 -34.6 7.5 16.0 7.2 12.9 7.8
SR NA 0.2 0.44 0.34 0.52 0.6 NA 0.41 1.69 -0.63 3.57 0.68 -0.12 0.73 2.4 1.3 -0.12 0.9 1.12 -0.97 0.31 1.31 0.58 1.24 5.78
DD(%) NA 31.4 31.4 31.4 31.4 31.4 NA 51.7 9.8 17.4 1.7 10.2 12.5 7.6 7.0 10.2 19.7 13.9 24.8 45.9 8.9 9.1 5.9 7.0 2.0
SD(%) NA 31.7 28.3 20.1 16.9 15.5 NA 17.4 13.9 14.6 5.8 12.7 13.1 9.8 10.1 12.1 21.8 16.9 24.9 36.5 14.5 9.7 8.7 9.6 9.0
TR NA 0.06 0.12 0.07 0.09 0.09 NA 0.07 0.24 -0.09 0.21 0.09 -0.02 0.07 0.24 0.16 -0.03 0.15 0.28 -0.35 0.04 0.13 0.05 0.12 0.52
Alpha(%) NA 0.0 0.0 0.0 0.0 0.0 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
Beta(%) NA 1.0 1.0 1.0 1.0 1.0 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
RS NA 1.0 1.0 1.0 1.0 1.0 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

*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/28/2003

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* Day change on 10/19/2020.


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