Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VITVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2015 FUND INSTITUTIONAL SHARES) | NA | 0.29% | 7.81% | 6.59% | NA | NA | NA | 6.60% |
Data as of 02/11/2022, AR inception is 06/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VITVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2015 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 (%) | -0.44 | 0.29 | 7.81 | 6.59 | NA | NA | NA | 6.60 | -3.63 | 5.81 | 10.42 | 15.39 | -2.91 | 11.50 | 6.27 | -1.80 |
| Sharpe Ratio | NA | 0.05 | 0.97 | 0.90 | NA | NA | NA | 0.81 | -4.30 | 1.29 | 0.88 | 3.45 | -0.73 | 3.81 | 0.93 | -0.45 |
| Standard Deviation(%) | NA | 4.74 | 7.53 | 6.56 | NA | NA | NA | 6.62 | 6.42 | 4.47 | 11.48 | 4.04 | 5.87 | 2.85 | 6.51 | 7.86 |
| Draw Down(%) | NA | 4.25 | 14.60 | 14.60 | NA | NA | NA | 14.60 | 3.65 | 2.32 | 14.60 | 1.62 | 7.48 | 0.96 | 4.66 | 5.88 |
| Yield(%) | 1.54 | 6.78 | 5.20 | 4.39 | 2.55 | 1.70 | 1.28 | 4.26 | 1.49 | 5.41 | 3.57 | 3.97 | 3.21 | 2.36 | 2.04 | 0.77 |
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 |
|---|---|---|---|---|
| VITVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2015 FUND INSTITUTIONAL SHARES) |
3.82%
Mar 2017 - Mar 2020 |
6.01%
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 |
|---|---|---|---|---|
| VITVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2015 FUND INSTITUTIONAL SHARES) |
10.47%
Dec 2018 - Dec 2021 |
8.35%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart