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VTRLX: VANGUARD INSTITUTIONAL TARGET RETIREMENT 2050 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/30/2015 |
| Last Dividend Date: | 12/29/2021 |
| 12-Mo. Yield | 2.16% |
| 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 | 5 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 5.7 | 14.7 | 11.2 | 9.7 | -6.6 | 16.7 | 14.3 | 22.3 | -10.0 | 19.2 | 6.9 | -4.8 |
| Sharpe Ratio | NA | 0.47 | 0.75 | 0.65 | 0.59 | -2.95 | 1.46 | 0.49 | -0.09 | -2.32 | 0.0 | -2.09 | -1.82 |
| Draw Down(%) | NA | 7.9 | 31.4 | 31.4 | 31.4 | 7.9 | 4.9 | 31.4 | 5.6 | 17.4 | 1.9 | 10.2 | 11.2 |
| Standard Deviation(%) | NA | 11.9 | 18.9 | 16.2 | 15.5 | 15.2 | 11.4 | 28.9 | 10.4 | 13.6 | 6.1 | 13.0 | 15.1 |
| Treynor Ratio | NA | 0.07 | 0.17 | 0.13 | 0.11 | -0.61 | 0.2 | 0.17 | -0.01 | -0.41 | 0.0 | -0.29 | -0.34 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | -0.05 | -0.02 | 0.0 | -0.02 | -0.05 | -0.21 | -0.07 | -0.05 |
| Beta | NA | 0.81 | 0.82 | 0.81 | 0.82 | 0.73 | 0.83 | 0.82 | 0.8 | 0.77 | 0.81 | 0.95 | 0.81 |
| RSquared | NA | 0.89 | 0.96 | 0.96 | 0.95 | 0.92 | 0.91 | 0.97 | 0.92 | 0.94 | 0.8 | 0.92 | 0.95 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.2 | 2.1 | 0.8 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 18.4 | 137.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2015
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