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VTTVX: Vanguard Target Retirement 2025 (MUTUAL FUND)
Basic Info 19.96 0.12(0.60%) June 26
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 10/27/2003 |
| Last Dividend Date: | 12/30/2024 |
| 12-Mo. Yield | 7.36% |
| Expenses | 0.08% |
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Performance Analytics (As of 06/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/27/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.6 | 6.8 | 10.7 | 10.5 | 7.3 | 6.6 | 8.1 | 6.5 | 6.8 | 9.4 | 14.6 | -15.6 | 9.8 | 13.3 | 19.6 | -5.2 | 15.4 | 7.5 | -0.8 | 7.2 | 18.1 | 13.3 | -0.4 | 13.8 | 24.8 | -30.1 | 7.6 | 13.2 | 5.4 | 10.1 | 5.7 |
| Sharpe Ratio | NA | 0.73 | 0.62 | 0.75 | 0.53 | 0.31 | NA | NA | 0.37 | 0.85 | 1.44 | -1.26 | 1.34 | 0.68 | 0.52 | -0.32 | 3.64 | 0.79 | -0.09 | 0.98 | 2.28 | 1.43 | -0.02 | 1.0 | 1.17 | -0.99 | 0.35 | 1.21 | 0.54 | 1.37 | 5.97 |
| Draw Down(%) | NA | 7.8 | 7.8 | 12.4 | 21.5 | 23.0 | NA | NA | 46.1 | 3.5 | 7.5 | 21.0 | 3.4 | 22.5 | 23.0 | 16.2 | 1.2 | 7.0 | 9.3 | 5.5 | 6.1 | 7.9 | 15.4 | 11.2 | 22.0 | 41.0 | 7.8 | 7.3 | 3.8 | 5.7 | 1.2 |
| Standard Deviation(%) | NA | 10.5 | 8.8 | 9.2 | 9.4 | 16.0 | NA | NA | 15.2 | 6.8 | 7.7 | 13.6 | 7.3 | 19.1 | 35.0 | 20.3 | 4.1 | 9.2 | 9.6 | 7.3 | 8.0 | 9.3 | 17.2 | 13.8 | 21.2 | 31.2 | 12.6 | 8.2 | 6.0 | 6.7 | 6.0 |
| Treynor Ratio | NA | 0.08 | 0.06 | 0.07 | 0.05 | 0.05 | NA | NA | 0.06 | 0.06 | 0.11 | -0.17 | 0.1 | 0.13 | 0.18 | -0.07 | 0.15 | 0.07 | -0.01 | 0.07 | 0.18 | 0.13 | 0.0 | 0.14 | 0.25 | -0.31 | 0.04 | 0.1 | 0.03 | 0.09 | 0.36 |
| 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 | 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 | 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 | 1.0 |
| Yield(%) | N/A | 0.0 | 7.4 | 5.1 | 7.1 | 5.6 | 6.6 | 5.4 | N/A | 7.8 | 4.4 | 2.4 | 15.4 | 4.7 | 3.0 | 2.9 | 2.2 | 2.8 | 4.7 | 2.3 | 2.2 | 2.5 | 2.4 | 2.3 | 2.7 | 2.4 | 2.4 | 2.4 | 2.1 | 1.7 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | 96.0 | -44.3 | 162.2 | 223.0 | N/A | N/A | N/A | 96.0 | 47.4 | -85.1 | 253.4 | 83.7 | -4.6 | 44.8 | -15.7 | -43.7 | 121.0 | 15.8 | -1.3 | 1.3 | 14.3 | 5.6 | -22.0 | 4.2 | 6.9 | 20.3 | 32.4 | 203.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/2003
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