Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTHRX (VANGUARD TARGET RETIREMENT 2030 FUND INVESTOR SHARES) | 2.06% | 10.35% | 7.48% | 9.01% | 6.69% | 7.85% | NA | 7.12% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTHRX (VANGUARD TARGET RETIREMENT 2030 FUND INVESTOR SHARES) | 06/07/2006 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 06/07/2006.
AR inception is since 06/07/2006.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.60 | 10.35 | 7.48 | 9.01 | 6.69 | 7.85 | NA | 7.12 | 2.06 | 10.65 | 16.01 | -16.28 | 11.37 | 14.11 | 21.07 | -5.86 | 17.53 | 7.85 | -1.03 | 7.17 | 20.49 | 14.24 | -1.27 | 14.43 | 26.72 | -32.91 | 7.49 | 13.65 |
| Sharpe Ratio | NA | 0.38 | 0.28 | 0.59 | 0.43 | NA | NA | 0.37 | 0.23 | 0.52 | 1.39 | -1.17 | 1.37 | 0.64 | 2.63 | -0.70 | 3.73 | 0.74 | -0.10 | 0.88 | 2.33 | 1.37 | -0.07 | 0.94 | 1.14 | -0.98 | 0.32 | 2.34 |
| Standard Deviation(%) | NA | 10.47 | 11.15 | 10.92 | 11.60 | NA | NA | 14.93 | 14.34 | 7.83 | 8.53 | 15.19 | 8.29 | 21.60 | 7.49 | 10.30 | 4.55 | 10.29 | 10.68 | 8.14 | 8.77 | 10.48 | 19.24 | 15.30 | 23.28 | 34.52 | 13.91 | 9.36 |
| Draw Down(%) | NA | 9.64 | 13.58 | 22.75 | 24.86 | NA | NA | 49.59 | 9.64 | 4.30 | 8.37 | 22.21 | 3.78 | 24.86 | 3.84 | 13.43 | 1.42 | 8.04 | 10.29 | 6.20 | 6.43 | 8.89 | 17.33 | 12.63 | 23.69 | 44.05 | 8.58 | 3.90 |
| Yield(%) | 0.00 | 3.79 | 3.04 | 6.59 | 4.95 | 5.66 | 4.73 | 5.26 | 0.00 | 3.91 | 2.93 | 2.07 | 16.73 | 2.83 | 2.81 | 2.47 | 2.35 | 2.54 | 3.55 | 2.14 | 2.21 | 2.42 | 2.22 | 2.13 | 2.43 | 1.96 | 1.64 | 0.95 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTHRX (VANGUARD TARGET RETIREMENT 2030 FUND INVESTOR SHARES) |
-6.82%
Jun 2007 - Jun 2010 |
-0.43%
May 2007 - May 2012 |
4.93%
May 2007 - May 2017 |
4.65%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTHRX (VANGUARD TARGET RETIREMENT 2030 FUND INVESTOR SHARES) |
22.63%
Feb 2009 - Feb 2012 |
18.85%
Feb 2009 - Feb 2014 |
12.33%
Feb 2009 - Feb 2019 |
10.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart