Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSXFX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2065 FUND INSTITUTIONAL SHARES) | NA | 4.70% | 14.33% | NA | NA | NA | NA | … | … |
Data as of 02/11/2022, Common starting date is 07/12/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSXFX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2065 FUND INSTITUTIONAL SHARES) | 07/12/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.81 | 4.70 | 14.33 | NA | NA | NA | NA | … | … | -5.51 | 16.63 | 16.18 | 25.15 | -7.84 | 9.44 |
| Sharpe Ratio | NA | 0.40 | 0.73 | NA | NA | NA | NA | … | … | -2.47 | 1.46 | 0.55 | 2.34 | -0.69 | 3.89 |
| Standard Deviation(%) | NA | 11.79 | 18.90 | NA | NA | NA | NA | … | … | 15.80 | 11.41 | 28.84 | 10.13 | 13.41 | 5.21 |
| Draw Down(%) | NA | 8.30 | 31.49 | NA | NA | NA | NA | … | … | 7.88 | 4.94 | 31.49 | 5.63 | 17.30 | 1.86 |
| Yield(%) | 0.63 | 2.51 | 2.61 | 2.17 | 1.09 | 0.72 | 0.54 | … | … | 0.60 | 1.97 | 1.87 | 2.37 | 1.62 | 0.84 |
Data as of 02/11/2022, Common starting date is 07/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSXFX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2065 FUND INSTITUTIONAL SHARES) |
5.98%
Oct 2017 – Oct 2020 |
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 |
|---|---|---|---|---|
| VSXFX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2065 FUND INSTITUTIONAL SHARES) |
19.25%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart