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VTOVX: Vanguard Target Retirement 2005 Inv (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/28/2003 |
Last Dividend Date: | 12/29/2011 |
12-Mo. Yield | 2.78% |
Expenses | - |
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Performance Analytics (As of 04/12/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/28/2003 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 8.9 | 12.6 | 4.7 | 5.8 | 2.9 | 8.2 | 9.7 | 16.2 | -15.8 | 8.1 | 8.2 | 3.9 | 7.7 | 2.7 |
Sharpe Ratio | NA | 1.28 | 1.87 | 0.41 | 0.55 | 5.63 | 1.13 | 1.54 | 1.49 | -1.06 | 0.77 | 0.97 | 0.42 | 1.42 | 3.93 |
Draw Down(%) | NA | 4.8 | 4.8 | 25.9 | 25.9 | 0.4 | 4.8 | 4.2 | 12.1 | 25.2 | 3.9 | 3.7 | 2.6 | 5.0 | 0.7 |
Standard Deviation(%) | NA | 6.9 | 6.7 | 9.9 | 8.2 | 1.9 | 7.3 | 6.2 | 10.8 | 15.7 | 6.7 | 5.1 | 4.1 | 4.8 | 4.1 |
Treynor Ratio | NA | 0.09 | 0.11 | 0.03 | 0.04 | 0.37 | 0.07 | 0.08 | 0.13 | -0.12 | 0.04 | 0.04 | 0.02 | 0.07 | 0.16 |
Alpha | NA | 0.01 | 0.0 | -0.01 | 0.0 | 0.02 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 |
Beta | NA | 1.03 | 1.12 | 1.28 | 1.26 | 0.29 | 1.1 | 1.16 | 1.27 | 1.37 | 1.37 | 1.25 | 1.11 | 1.03 | 0.98 |
RSquared | NA | 0.76 | 0.88 | 0.94 | 0.92 | 0.26 | 0.82 | 0.97 | 0.97 | 0.97 | 0.92 | 0.91 | 0.86 | 0.79 | 0.77 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/28/2003
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See Target Date 2000-2010 Asset Class Trend Rankings |
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