Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIRSX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2040 FUND INSTITUTIONAL SHARES) | NA | 3.87% | 13.36% | 10.80% | NA | NA | NA | 10.48% |
Data as of 02/11/2022, AR inception is 06/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIRSX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2040 FUND INSTITUTIONAL SHARES) | 06/30/2015 | 02/11/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.77 | 3.87 | 13.36 | 10.80 | NA | NA | NA | 10.48 | -5.27 | 14.81 | 15.45 | 23.94 | -7.31 | 20.74 | 8.81 | -4.03 |
| Sharpe Ratio | NA | 0.36 | 0.74 | 0.68 | NA | NA | NA | 0.61 | -2.66 | 1.46 | 0.57 | 2.41 | -0.69 | 3.60 | 0.69 | -0.52 |
| Standard Deviation(%) | NA | 10.55 | 17.29 | 14.86 | NA | NA | NA | 14.43 | 14.18 | 10.10 | 26.51 | 9.32 | 12.65 | 5.60 | 12.53 | 15.05 |
| Draw Down(%) | NA | 7.67 | 29.33 | 29.33 | NA | NA | NA | 29.33 | 7.20 | 4.46 | 29.33 | 5.09 | 16.39 | 1.78 | 10.06 | 11.20 |
| Yield(%) | 1.22 | 3.48 | 3.22 | 3.06 | 1.90 | 1.27 | 0.95 | 3.17 | 1.16 | 2.36 | 2.01 | 2.84 | 2.18 | 2.27 | 2.15 | 0.82 |
Data as of 02/11/2022, AR inception is 06/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIRSX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2040 FUND INSTITUTIONAL SHARES) |
2.27%
Mar 2017 - Mar 2020 |
7.55%
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 |
|---|---|---|---|---|
| VIRSX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2040 FUND INSTITUTIONAL SHARES) |
17.99%
Dec 2018 - Dec 2021 |
13.41%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart