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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: | 12/29/2021 |
12-Mo. Yield | 2.44% |
Expenses | 0.09% |
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Performance Analytics (As of 02/11/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.9 | 3.5 | 11.9 | 8.7 | -6.0 | 11.5 | 14.1 | 21.1 | -5.8 | 1.6 |
Sharpe Ratio | NA | 0.39 | 0.51 | 0.38 | -3.79 | 1.37 | 0.54 | 0.7 | -0.4 | 6.37 |
Draw Down(%) | NA | 6.1 | 24.9 | 24.9 | 6.1 | 3.8 | 24.9 | 19.4 | 14.4 | 0.4 |
Standard Deviation(%) | NA | 8.9 | 22.6 | 21.1 | 11.1 | 8.4 | 25.6 | 28.3 | 17.8 | 3.9 |
Treynor Ratio | NA | 0.06 | 0.18 | 0.13 | -0.8 | 0.19 | 0.23 | 0.22 | -0.1 | 0.42 |
Alpha | NA | -0.02 | 0.0 | 0.0 | -0.08 | -0.02 | 0.01 | -0.01 | -0.01 | 0.03 |
Beta | NA | 0.59 | 0.63 | 0.64 | 0.52 | 0.6 | 0.6 | 0.92 | 0.68 | 0.6 |
RSquared | NA | 0.83 | 0.39 | 0.4 | 0.87 | 0.89 | 0.65 | 0.16 | 0.42 | 0.77 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.9 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2015
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