Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VITFX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2035 FUND INSTITUTIONAL SHARES) | NA | 3.12% | 12.44% | 10.12% | NA | NA | NA | 9.80% |
Data as of 02/11/2022, AR inception is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VITFX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2035 FUND INSTITUTIONAL SHARES) | 07/01/2015 | 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 (%) | -0.72 | 3.12 | 12.44 | 10.12 | NA | NA | NA | 9.80 | -5.09 | 13.19 | 14.80 | 22.56 | -6.56 | 19.14 | 8.39 | -3.94 |
| Sharpe Ratio | NA | 0.32 | 0.60 | 0.55 | NA | NA | NA | 0.52 | -2.84 | 1.43 | 0.60 | 0.94 | -0.50 | 3.62 | 0.72 | -0.56 |
| Standard Deviation(%) | NA | 9.62 | 19.73 | 17.11 | NA | NA | NA | 15.99 | 12.90 | 9.20 | 24.02 | 22.45 | 16.04 | 5.12 | 11.39 | 13.75 |
| Draw Down(%) | NA | 7.16 | 27.12 | 27.12 | NA | NA | NA | 27.12 | 6.63 | 4.12 | 27.12 | 15.98 | 14.88 | 1.61 | 9.03 | 10.19 |
| Yield(%) | 1.13 | 3.52 | 3.24 | 3.08 | 1.90 | 1.27 | 0.95 | 3.17 | 1.08 | 2.49 | 2.11 | 2.85 | 2.26 | 2.28 | 2.15 | 0.83 |
Data as of 02/11/2022, AR inception is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VITFX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2035 FUND INSTITUTIONAL SHARES) |
2.57%
Mar 2017 - Mar 2020 |
7.96%
Oct 2015 - Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VITFX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2035 FUND INSTITUTIONAL SHARES) |
16.78%
Dec 2018 - Dec 2021 |
12.58%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart