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VFIFX: VANGUARD TARGET RETIREMENT 2050 FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 52.55 0.2(0.38%) May 29
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 06/07/2006 |
| Last Dividend Date: | 12/30/2024 |
| 12-Mo. Yield | 2.29% |
| Expenses | 0.08% |
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Performance Analytics (As of 05/28/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/07/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 5.4 | 11.9 | 12.2 | 9.9 | 7.5 | 9.4 | 7.4 | 14.6 | 20.2 | -17.7 | 5.2 | 16.2 | 25.0 | -7.9 | 21.4 | 8.9 | -1.6 | 7.2 | 24.3 | 15.6 | -2.5 | 15.3 | 28.3 | -34.6 | 7.5 | 13.8 |
| Sharpe Ratio | NA | 0.6 | 0.34 | 0.53 | 0.54 | 0.37 | NA | 0.35 | 0.75 | 1.43 | -0.95 | 0.34 | 0.55 | 2.33 | -0.69 | 3.57 | 0.68 | -0.12 | 0.73 | 2.4 | 1.29 | -0.12 | 0.91 | 1.13 | -0.97 | 0.31 | 2.32 |
| Draw Down(%) | NA | 14.5 | 14.5 | 15.4 | 32.6 | 32.6 | NA | 51.7 | 7.1 | 10.4 | 25.0 | 10.4 | 31.4 | 5.7 | 17.4 | 1.8 | 10.2 | 12.5 | 7.6 | 6.9 | 10.3 | 19.7 | 13.8 | 24.9 | 45.9 | 8.9 | 4.0 |
| Standard Deviation(%) | NA | 20.7 | 15.4 | 14.9 | 15.5 | 15.7 | NA | 17.6 | 10.7 | 11.2 | 20.2 | 15.2 | 28.9 | 10.1 | 13.4 | 5.8 | 12.7 | 13.1 | 9.8 | 10.1 | 12.1 | 21.7 | 16.8 | 24.9 | 36.5 | 14.5 | 9.6 |
| Treynor Ratio | NA | 0.17 | 0.07 | 0.1 | 0.1 | 0.07 | NA | 0.07 | 0.1 | 0.2 | -0.23 | 0.07 | 0.2 | 0.3 | -0.12 | 0.25 | 0.09 | -0.02 | 0.08 | 0.27 | 0.17 | -0.03 | 0.16 | 0.31 | -0.4 | 0.05 | 0.23 |
| Alpha | NA | 0.04 | 0.0 | 0.0 | -0.01 | -0.01 | NA | -0.01 | -0.02 | -0.01 | -0.01 | -0.06 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.02 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 |
| Beta | NA | 0.74 | 0.76 | 0.79 | 0.8 | 0.8 | NA | 0.85 | 0.8 | 0.82 | 0.82 | 0.79 | 0.78 | 0.8 | 0.77 | 0.82 | 0.94 | 0.82 | 0.84 | 0.9 | 0.94 | 0.92 | 0.93 | 0.91 | 0.89 | 0.9 | 0.97 |
| RSquared | NA | 0.96 | 0.94 | 0.94 | 0.86 | 0.88 | NA | 0.94 | 0.9 | 0.91 | 0.96 | 0.48 | 0.89 | 0.96 | 0.96 | 0.88 | 0.93 | 0.95 | 0.97 | 0.96 | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.96 |
| Yield(%) | N/A | 0.0 | 2.3 | 2.3 | 2.5 | 2.7 | 4.0 | N/A | 2.5 | 2.6 | 1.7 | 2.3 | 1.8 | 2.7 | 2.2 | 2.3 | 2.2 | 2.3 | 2.1 | 2.2 | 2.4 | 2.1 | 3.3 | 2.4 | 1.8 | 1.6 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | 11.0 | 9.0 | 26.3 | N/A | N/A | N/A | 11.0 | 22.2 | -21.5 | 38.5 | -15.4 | 7.2 | 17.7 | 11.8 | -7.7 | 12.2 | 15.8 | 4.9 | 10.5 | -30.0 | 72.2 | -10.6 | 12.2 | 68.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2006
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