Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VITRX (VANGUARD INSTITUTIONAL TARGET RETIREMENT INCOME FUND INSTITUTIONAL SHARES) | NA | 0.11% | 7.11% | 5.81% | NA | NA | NA | 5.83% |
Data as of 02/11/2022, AR inception is 06/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VITRX (VANGUARD INSTITUTIONAL TARGET RETIREMENT INCOME 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 (%) | -0.49 | 0.11 | 7.11 | 5.81 | NA | NA | NA | 5.83 | -3.63 | 5.33 | 10.18 | 13.20 | -1.98 | 8.54 | 5.29 | -0.94 |
| Sharpe Ratio | NA | 0.02 | 1.03 | 0.94 | NA | NA | NA | 0.90 | -4.38 | 1.28 | 1.03 | 3.68 | -0.79 | 3.62 | 1.20 | -0.40 |
| Standard Deviation(%) | NA | 4.50 | 6.38 | 5.42 | NA | NA | NA | 5.16 | 6.30 | 4.16 | 9.57 | 3.19 | 4.28 | 2.19 | 4.22 | 4.68 |
| Draw Down(%) | NA | 4.16 | 12.39 | 12.39 | NA | NA | NA | 12.39 | 3.63 | 2.23 | 12.39 | 1.19 | 5.32 | 0.92 | 2.55 | 3.43 |
| Yield(%) | 0.31 | 3.95 | 3.35 | 3.06 | 1.85 | 1.24 | 0.93 | 3.09 | 0.30 | 3.71 | 2.49 | 2.84 | 2.66 | 2.22 | 2.06 | 0.76 |
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 |
|---|---|---|---|---|
| VITRX (VANGUARD INSTITUTIONAL TARGET RETIREMENT INCOME FUND INSTITUTIONAL SHARES) |
3.43%
Mar 2017 - Mar 2020 |
5.36%
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 |
|---|---|---|---|---|
| VITRX (VANGUARD INSTITUTIONAL TARGET RETIREMENT INCOME FUND INSTITUTIONAL SHARES) |
9.52%
Dec 2018 - Dec 2021 |
7.02%
Jan 2016 - Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart