Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRIVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2025 FUND INSTITUTIONAL SHARES) | NA | 1.73% | 11.71% | 9.38% | NA | NA | NA | … | … |
Data as of 02/11/2022, Common starting date is 06/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRIVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2025 FUND INSTITUTIONAL SHARES) | 06/30/2015 | 02/11/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | 1.73 | 11.71 | 9.38 | NA | NA | NA | … | … | -4.61 | 9.99 | 13.35 | 23.37 | -5.02 | 15.94 | 7.55 | -2.66 |
| Sharpe Ratio | NA | 0.22 | 0.90 | 0.81 | NA | NA | NA | … | … | -3.28 | 1.37 | 0.68 | 3.24 | -0.70 | 3.75 | 0.80 | -0.48 |
| Standard Deviation(%) | NA | 7.65 | 12.50 | 10.75 | NA | NA | NA | … | … | 10.29 | 7.29 | 19.12 | 6.77 | 9.17 | 4.09 | 9.17 | 10.93 |
| Draw Down(%) | NA | 6.10 | 22.55 | 22.55 | NA | NA | NA | … | … | 5.48 | 3.39 | 22.55 | 3.19 | 11.87 | 1.22 | 6.97 | 8.13 |
| Yield(%) | 1.09 | 4.00 | 4.52 | 3.87 | 2.32 | 1.55 | 1.16 | … | … | 1.05 | 3.01 | 2.33 | 6.20 | 2.35 | 2.26 | 2.12 | 0.84 |
Data as of 02/11/2022, Common starting date is 06/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRIVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2025 FUND INSTITUTIONAL SHARES) |
4.17%
Mar 2017 – Mar 2020 |
7.58%
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 |
|---|---|---|---|---|
| VRIVX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2025 FUND INSTITUTIONAL SHARES) |
15.43%
Dec 2018 – Dec 2021 |
11.54%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart