Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIVLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2055 FUND INSTITUTIONAL SHARES) | NA | 4.73% | 14.38% | 11.46% | NA | NA | NA | 11.07% |
Data as of 02/11/2022, AR inception is 06/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIVLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2055 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 (%) | -0.76 | 4.73 | 14.38 | 11.46 | NA | NA | NA | 11.07 | -5.50 | 16.65 | 16.37 | 25.06 | -7.84 | 21.41 | 9.00 | -4.04 |
| Sharpe Ratio | NA | 0.40 | 0.73 | 0.67 | NA | NA | NA | 0.61 | -2.46 | 1.47 | 0.56 | 2.33 | -0.69 | 3.57 | 0.69 | -0.52 |
| Standard Deviation(%) | NA | 11.79 | 18.91 | 16.16 | NA | NA | NA | 15.49 | 15.82 | 11.27 | 28.91 | 10.11 | 13.40 | 5.84 | 12.74 | 15.18 |
| Draw Down(%) | NA | 8.35 | 31.44 | 31.44 | NA | NA | NA | 31.44 | 7.92 | 4.95 | 31.44 | 5.67 | 17.32 | 1.85 | 10.17 | 11.24 |
| Yield(%) | 0.96 | 3.12 | 3.08 | 2.93 | 1.82 | 1.21 | 0.91 | 3.03 | 0.91 | 2.25 | 2.17 | 2.65 | 2.02 | 2.16 | 1.97 | 0.81 |
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 |
|---|---|---|---|---|
| VIVLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2055 FUND INSTITUTIONAL SHARES) |
1.83%
Mar 2017 - Mar 2020 |
7.65%
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 |
|---|---|---|---|---|
| VIVLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2055 FUND INSTITUTIONAL SHARES) |
19.29%
Dec 2018 - Dec 2021 |
14.16%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart