Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTINX (VANGUARD TARGET RETIREMENT INCOME FUND INVESTOR SHARES) | 5.59% | 9.07% | 7.10% | 4.54% | 4.64% | 5.28% | 4.95% | 5.34% |
Data as of 06/26/2025, AR inception is 10/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTINX (VANGUARD TARGET RETIREMENT INCOME FUND INVESTOR SHARES) | 10/27/2003 | 06/26/2025 |
| 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 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.33 | 9.07 | 7.10 | 4.54 | 4.64 | 5.28 | 4.95 | 5.34 | 5.59 | 6.65 | 10.66 | -12.75 | 5.24 | 10.03 | 13.16 | -1.99 | 8.48 | 5.25 | -0.17 | 5.54 | 5.87 | 8.23 | 5.25 | 9.39 | 14.28 | -10.93 | 8.17 | 6.38 | 3.33 | 8.38 | 2.50 |
| Sharpe Ratio | NA | 0.73 | 0.61 | 0.35 | 0.53 | NA | NA | 0.69 | 0.95 | 0.62 | 1.22 | -1.63 | 1.26 | 1.01 | 3.63 | -0.79 | 3.51 | 1.19 | -0.05 | 1.75 | 1.51 | 2.27 | 0.87 | 1.76 | 1.69 | -1.05 | 1.08 | 0.76 | 0.31 | 1.79 | 3.69 |
| Standard Deviation(%) | NA | 5.65 | 6.37 | 6.05 | 5.71 | NA | NA | 5.70 | 6.55 | 4.87 | 5.78 | 8.71 | 4.15 | 9.60 | 3.22 | 4.28 | 2.24 | 4.23 | 4.27 | 3.16 | 3.87 | 3.64 | 5.99 | 5.30 | 8.38 | 11.33 | 4.67 | 3.93 | 3.46 | 4.12 | 3.84 |
| Draw Down(%) | NA | 4.28 | 9.44 | 17.02 | 17.02 | NA | NA | 19.96 | 4.28 | 2.57 | 5.26 | 16.52 | 2.24 | 12.48 | 1.18 | 5.36 | 0.92 | 2.49 | 4.87 | 2.22 | 4.43 | 2.16 | 4.35 | 3.19 | 9.27 | 19.90 | 2.37 | 2.67 | 2.26 | 4.21 | 0.60 |
| Yield(%) | 0.00 | 5.89 | 4.49 | 4.92 | 4.16 | 4.37 | 4.19 | 4.56 | 0.60 | 5.95 | 4.25 | 2.62 | 8.37 | 3.63 | 2.89 | 3.94 | 2.65 | 2.34 | 3.40 | 2.24 | 3.26 | 2.45 | 2.98 | 2.77 | 2.88 | 3.78 | 4.01 | 3.72 | 4.05 | 4.87 | 0.70 |
Data as of 06/26/2025, AR inception is 10/27/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTINX (VANGUARD TARGET RETIREMENT INCOME FUND INVESTOR SHARES) |
-1.62%
Feb 2006 - Feb 2009 |
0.96%
Feb 2004 - Feb 2009 |
3.28%
Oct 2013 - Oct 2023 |
3.89%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTINX (VANGUARD TARGET RETIREMENT INCOME FUND INVESTOR SHARES) |
13.39%
Feb 2009 - Feb 2012 |
10.31%
Feb 2009 - Feb 2014 |
7.02%
Feb 2009 - Feb 2019 |
6.05%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart