Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VFIFX (VANGUARD TARGET RETIREMENT 2050 FUND INVESTOR SHARES) | 6.52% | 11.94% | 15.16% | 11.46% | 8.98% | 10.08% | NA | 8.06% |
Data as of 06/17/2025, AR inception is 06/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VFIFX (VANGUARD TARGET RETIREMENT 2050 FUND INVESTOR SHARES) | 06/07/2006 | 06/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.97 | 11.94 | 15.16 | 11.46 | 8.98 | 10.08 | NA | 8.06 | 6.52 | 14.62 | 20.18 | -17.48 | 16.42 | 16.40 | 24.98 | -7.89 | 21.40 | 8.85 | -1.58 | 7.18 | 24.35 | 15.58 | -2.54 | 15.34 | 28.31 | -34.62 | 7.49 | 13.80 |
| Sharpe Ratio | NA | 0.59 | 0.79 | 0.68 | 0.49 | NA | NA | 0.40 | 0.64 | 1.03 | 1.49 | -0.94 | 1.45 | 0.56 | 2.32 | -0.69 | 3.56 | 0.68 | -0.12 | 0.73 | 2.40 | 1.29 | -0.12 | 0.91 | 1.13 | -0.97 | 0.30 | 2.30 |
| Standard Deviation(%) | NA | 15.42 | 14.34 | 14.46 | 15.42 | NA | NA | 17.39 | 19.21 | 10.69 | 11.21 | 20.16 | 11.29 | 28.92 | 10.12 | 13.43 | 5.84 | 12.75 | 13.10 | 9.79 | 10.11 | 12.11 | 21.75 | 16.81 | 24.93 | 36.51 | 14.48 | 9.59 |
| Draw Down(%) | NA | 14.54 | 15.41 | 25.40 | 31.36 | NA | NA | 51.70 | 14.54 | 7.09 | 10.37 | 25.04 | 4.97 | 31.36 | 5.66 | 17.43 | 1.83 | 10.21 | 12.52 | 7.56 | 6.90 | 10.27 | 19.73 | 13.85 | 24.86 | 45.93 | 8.91 | 4.00 |
| Yield(%) | 0.00 | 2.29 | 2.68 | 5.19 | 4.40 | 5.62 | 4.40 | 4.63 | 0.00 | 2.51 | 2.60 | 1.91 | 13.33 | 2.09 | 2.69 | 2.24 | 2.27 | 2.21 | 2.27 | 2.15 | 2.20 | 2.38 | 2.07 | 3.29 | 2.38 | 1.76 | 1.64 | 1.10 |
Data as of 06/17/2025, AR inception is 06/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFIFX (VANGUARD TARGET RETIREMENT 2050 FUND INVESTOR SHARES) |
-7.58%
Jun 2007 - Jun 2010 |
-0.85%
May 2007 - May 2012 |
5.23%
Nov 2006 - Nov 2016 |
5.32%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFIFX (VANGUARD TARGET RETIREMENT 2050 FUND INVESTOR SHARES) |
23.69%
Feb 2009 - Feb 2012 |
20.25%
Feb 2009 - Feb 2014 |
13.39%
Feb 2009 - Feb 2019 |
12.12%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart