Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VILVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2060 FUND INSTITUTIONAL SHARES) | NA | 4.74% | 14.41% | 10.97% | NA | NA | NA | … | … |
Data as of 02/11/2022, Common starting date is 06/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VILVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2060 FUND INSTITUTIONAL SHARES) | 06/30/2015 | 02/11/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | 4.74 | 14.41 | 10.97 | NA | NA | NA | … | … | -5.52 | 16.66 | 16.41 | 25.13 | -9.89 | 21.42 | 8.94 | -4.05 |
| Sharpe Ratio | NA | 0.40 | 0.74 | 0.64 | NA | NA | NA | … | … | -2.46 | 1.48 | 0.56 | 2.34 | -0.83 | 3.57 | 0.68 | -0.52 |
| Standard Deviation(%) | NA | 11.81 | 18.90 | 16.18 | NA | NA | NA | … | … | 15.89 | 11.28 | 28.87 | 10.11 | 13.57 | 5.84 | 12.78 | 15.20 |
| Draw Down(%) | NA | 8.35 | 31.40 | 31.40 | NA | NA | NA | … | … | 7.91 | 4.97 | 31.40 | 5.67 | 17.39 | 1.85 | 10.22 | 11.25 |
| Yield(%) | 1.13 | 3.19 | 3.04 | 2.41 | 1.55 | 1.03 | 0.77 | … | … | 1.07 | 2.15 | 2.04 | 2.53 | 0.00 | 2.05 | 1.96 | 0.85 |
Data as of 02/11/2022, Common starting date is 06/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VILVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2060 FUND INSTITUTIONAL SHARES) |
1.08%
Mar 2017 – Mar 2020 |
7.17%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VILVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2060 FUND INSTITUTIONAL SHARES) |
19.33%
Dec 2018 – Dec 2021 |
13.65%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart