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VTWNX: VANGUARD TARGET RETIREMENT 2020 FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 26.96 0(0.0%) April 26
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (66%) |
Start Date: | 06/28/2006 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 4.48% |
Expenses | 0.08% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/28/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 0.2 | 8.0 | 0.2 | 4.8 | 5.3 | 7.9 | 5.9 | 12.7 | -14.2 | 8.2 | 12.0 | 17.6 | -4.2 | 13.3 | 6.9 | -0.7 | 7.1 | 15.9 | 12.3 | 0.6 | 13.1 | 23.1 | -27.0 | 7.6 | 13.0 |
Sharpe Ratio | NA | -0.84 | 0.52 | -0.25 | 0.12 | 0.21 | NA | 0.27 | 1.31 | -1.39 | 1.33 | 0.48 | 0.32 | -0.26 | 3.5 | 0.84 | -0.08 | 1.11 | 2.22 | 1.5 | 0.04 | 1.07 | 1.21 | -0.99 | 0.41 | 3.22 |
Draw Down(%) | NA | 2.9 | 6.2 | 19.4 | 30.6 | 30.6 | NA | 42.2 | 6.2 | 18.9 | 2.8 | 19.4 | 30.6 | 16.8 | 1.1 | 6.0 | 8.4 | 4.8 | 5.8 | 6.9 | 13.3 | 9.9 | 20.0 | 37.6 | 6.9 | 3.2 |
Standard Deviation(%) | NA | 5.7 | 6.1 | 8.2 | 25.7 | 19.9 | NA | 18.0 | 6.5 | 11.3 | 6.2 | 24.5 | 50.0 | 21.6 | 3.6 | 8.0 | 8.4 | 6.4 | 7.1 | 8.3 | 15.2 | 12.2 | 19.0 | 28.0 | 11.3 | 7.4 |
Treynor Ratio | NA | -0.05 | 0.03 | -0.02 | 0.03 | 0.04 | NA | 0.05 | 0.09 | -0.16 | 0.08 | 0.12 | 0.16 | -0.06 | 0.13 | 0.07 | -0.01 | 0.07 | 0.16 | 0.12 | 0.01 | 0.13 | 0.23 | -0.28 | 0.05 | 0.24 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 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 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 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 |
Yield(%) | N/A | 0.0 | 6.3 | 8.4 | 7.8 | 6.1 | 7.9 | N/A | 6.6 | 4.1 | 17.7 | 6.6 | 4.0 | 4.5 | 2.2 | 2.9 | 4.0 | 2.2 | 2.1 | 2.4 | 2.4 | 2.4 | 2.6 | 2.4 | 1.8 | 1.0 |
Dividend Growth(%) | N/A | -100.0 | 32.5 | 91.1 | 171.5 | N/A | N/A | N/A | 32.5 | -79.2 | 182.3 | 87.0 | -18.4 | 123.8 | -19.2 | -31.0 | 94.8 | 16.0 | -5.7 | -1.9 | 12.5 | 9.1 | -20.0 | 34.1 | 115.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2006
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