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VTTSX: VANGUARD TARGET RETIREMENT 2060 FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 48.81 0.35(0.72%) March 27
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (72%) |
Start Date: | 01/20/2012 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 1.77% |
Expenses | 0.08% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/20/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 6.6 | 24.0 | 6.1 | 10.1 | 8.6 | 9.9 | 20.4 | -17.5 | 16.5 | 16.3 | 25.0 | -7.9 | 21.4 | 8.8 | -1.7 | 7.2 | 24.3 | 10.6 |
Sharpe Ratio | NA | 2.81 | 1.99 | 0.23 | 0.47 | 0.49 | 0.62 | 1.45 | -0.94 | 1.45 | 0.56 | 1.69 | -0.63 | 3.57 | 0.68 | -0.13 | 0.73 | 2.41 | 0.92 |
Draw Down(%) | NA | 2.3 | 10.4 | 25.4 | 31.4 | 31.4 | 31.4 | 10.4 | 25.1 | 5.0 | 31.4 | 9.8 | 17.4 | 1.7 | 10.2 | 12.6 | 7.5 | 6.9 | 10.1 |
Standard Deviation(%) | NA | 9.5 | 10.3 | 14.6 | 18.3 | 15.4 | 14.7 | 11.2 | 20.2 | 11.4 | 28.8 | 13.9 | 14.6 | 5.8 | 12.8 | 13.1 | 9.8 | 10.1 | 12.2 |
Treynor Ratio | NA | 0.33 | 0.26 | 0.04 | 0.11 | 0.09 | 0.11 | 0.21 | -0.23 | 0.2 | 0.2 | 0.26 | -0.12 | 0.25 | 0.09 | -0.02 | 0.08 | 0.27 | 0.12 |
Alpha | NA | -0.03 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | 0.0 | -0.01 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 |
Beta | NA | 0.8 | 0.8 | 0.81 | 0.82 | 0.82 | 0.83 | 0.78 | 0.82 | 0.83 | 0.81 | 0.9 | 0.8 | 0.82 | 0.94 | 0.82 | 0.84 | 0.89 | 0.93 |
RSquared | NA | 0.88 | 0.8 | 0.92 | 0.9 | 0.9 | 0.91 | 0.83 | 0.96 | 0.92 | 0.95 | 0.65 | 0.87 | 0.88 | 0.93 | 0.95 | 0.97 | 0.96 | 0.97 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/20/2012
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