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VTTWX: VANGUARD INSTITUTIONAL TARGET RETIREMENT 2030 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/05/2017 |
| Last Dividend Date: | 02/09/2022 |
| 12-Mo. Yield | 3.66% |
| 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 | Since 12/05/2017 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 2.4 | 11.5 | 8.4 | -4.9 | 11.6 | 14.1 | 21.1 | -5.8 | 1.6 |
| Sharpe Ratio | NA | 0.28 | 0.52 | 0.38 | -3.03 | 1.4 | 0.64 | 0.69 | -0.41 | 6.35 |
| Draw Down(%) | NA | 6.7 | 24.9 | 24.9 | 6.1 | 3.8 | 24.9 | 19.4 | 14.4 | 0.4 |
| Standard Deviation(%) | NA | 8.7 | 21.1 | 20.0 | 11.7 | 8.3 | 21.6 | 28.3 | 17.8 | 3.9 |
| Treynor Ratio | NA | 0.04 | 0.18 | 0.12 | -0.62 | 0.2 | 0.24 | 0.22 | -0.11 | 0.42 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | -0.03 | -0.01 | 0.01 | -0.01 | -0.01 | 0.03 |
| Beta | NA | 0.6 | 0.62 | 0.63 | 0.57 | 0.58 | 0.58 | 0.91 | 0.68 | 0.6 |
| RSquared | NA | 0.91 | 0.43 | 0.43 | 0.93 | 0.83 | 0.88 | 0.16 | 0.42 | 0.77 |
| Yield(%) | N/A | 3.7 | 3.3 | N/A | 1.2 | 2.5 | 2.1 | 2.9 | 2.3 | 2.0 |
| Dividend Growth(%) | N/A | 100.4 | N/A | N/A | -50.2 | 33.8 | -13.1 | 14.9 | 17.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/05/2017
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