Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VITWX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2020 FUND INSTITUTIONAL SHARES) | NA | 1.22% | 9.56% | NA | NA | NA | NA | 7.46% |
Data as of 02/11/2022, AR inception is 12/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VITWX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2020 FUND INSTITUTIONAL SHARES) | 12/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 1.22 | 9.56 | NA | NA | NA | NA | 7.46 | -4.14 | 8.29 | 12.09 | 18.20 | -4.21 | 1.21 |
| Sharpe Ratio | NA | 0.19 | 0.30 | NA | NA | NA | NA | 0.23 | -3.65 | 1.36 | 0.74 | 0.33 | -0.26 | 6.04 |
| Standard Deviation(%) | NA | 6.35 | 30.45 | NA | NA | NA | NA | 27.88 | 8.45 | 6.06 | 15.94 | 50.02 | 21.41 | 3.08 |
| Draw Down(%) | NA | 5.23 | 30.59 | NA | NA | NA | NA | 30.59 | 4.65 | 2.82 | 19.33 | 30.59 | 16.62 | 0.39 |
| Yield(%) | 1.87 | 5.98 | 4.73 | 3.63 | 1.82 | 1.21 | 0.91 | 4.54 | 1.81 | 4.26 | 3.19 | 3.51 | 2.43 | 2.01 |
Data as of 02/11/2022, AR inception is 12/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VITWX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2020 FUND INSTITUTIONAL SHARES) |
7.26%
Jan 2018 - Jan 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VITWX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2020 FUND INSTITUTIONAL SHARES) |
12.79%
Dec 2018 - Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart