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VTWNX: VANGUARD TARGET RETIREMENT 2020 FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 28.21 0.04(0.14%) July 03
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 06/28/2006 |
| Last Dividend Date: | 12/30/2024 |
| 12-Mo. Yield | 8.84% |
| Expenses | 0.08% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/28/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 6.5 | 9.7 | 8.5 | 6.1 | 6.0 | 7.6 | 6.2 | 7.7 | 12.5 | -14.2 | 8.2 | 12.1 | 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 | 1.37 | 0.97 | 0.69 | 0.52 | 0.24 | NA | 0.3 | 0.74 | 1.37 | -1.39 | 1.35 | 0.74 | 0.32 | -0.26 | 3.49 | 0.84 | -0.09 | 1.11 | 2.22 | 1.5 | 0.04 | 1.07 | 1.21 | -1.0 | 0.39 | 3.2 |
| Draw Down(%) | NA | 5.4 | 5.4 | 11.0 | 19.4 | 30.6 | NA | 42.2 | 2.9 | 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 | 7.6 | 6.7 | 7.5 | 7.7 | 19.0 | NA | 17.0 | 5.6 | 6.5 | 11.3 | 6.1 | 16.0 | 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 | 0.1 | 0.07 | 0.05 | 0.04 | 0.05 | NA | 0.05 | 0.04 | 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 | 0.04 | 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 | 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 | 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 | 1.0 |
| Yield(%) | N/A | 0.0 | 8.8 | 6.7 | 8.3 | 6.5 | 7.4 | N/A | 9.3 | 6.6 | 4.1 | 17.8 | 6.6 | 4.0 | 4.5 | 2.2 | 2.9 | 4.0 | 2.2 | 2.0 | 2.4 | 2.4 | 2.4 | 2.6 | 2.4 | 1.8 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | 48.4 | -42.3 | 167.4 | N/A | N/A | N/A | 48.4 | 32.0 | -79.2 | 181.9 | 87.1 | -18.6 | 124.0 | -18.6 | -31.2 | 93.5 | 17.6 | -7.3 | -1.8 | 13.6 | 8.9 | -19.9 | 33.9 | 115.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2006
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See Target Date 2016-2020 Asset Class Trend Rankings |
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