Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTIVX (Vanguard Target Retirement 2045 Fund Investor Shares) | 10.33% | 25.19% | 18.30% | 9.48% | 11.48% | 10.28% | 8.66% | … | … |
Data as of 06/03/2026, Common starting date is 10/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTIVX (Vanguard Target Retirement 2045 Fund Investor Shares) | 10/27/2003 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 25.19 | 18.30 | 9.48 | 11.48 | 10.28 | 8.66 | … | … | 10.33 | 20.01 | 13.89 | 19.50 | -17.38 | 16.16 | 16.31 | 24.94 | -7.90 | 21.37 | 8.87 | -1.57 | 7.16 | 24.37 | 15.58 | -2.51 | 15.19 | 28.15 | -34.56 | 7.47 | 15.98 | 7.23 | 12.89 | 7.81 |
| Sharpe Ratio | NA | 2.24 | 1.34 | 0.52 | 0.65 | NA | NA | … | … | 1.96 | 1.28 | 1.02 | 1.49 | -0.97 | 1.45 | 0.55 | 1.69 | -0.64 | 3.57 | 0.68 | -0.12 | 0.73 | 2.40 | 1.30 | -0.12 | 0.90 | 1.12 | -0.97 | 0.30 | 1.30 | 0.57 | 1.24 | 5.78 |
| Standard Deviation(%) | NA | 10.50 | 11.67 | 13.48 | 15.26 | NA | NA | … | … | 12.76 | 13.44 | 10.05 | 10.76 | 19.55 | 11.12 | 28.94 | 13.92 | 14.63 | 5.83 | 12.75 | 13.11 | 9.80 | 10.13 | 12.09 | 21.76 | 16.87 | 24.95 | 36.52 | 14.51 | 9.73 | 8.74 | 9.61 | 8.95 |
| Draw Down(%) | NA | 8.30 | 13.40 | 25.10 | 31.42 | NA | NA | … | … | 8.30 | 13.40 | 6.50 | 10.02 | 24.72 | 4.87 | 31.42 | 9.83 | 17.40 | 1.68 | 10.18 | 12.54 | 7.56 | 6.95 | 10.25 | 19.67 | 13.93 | 24.85 | 45.92 | 8.93 | 9.07 | 5.95 | 7.04 | 2.05 |
| Yield(%) | 0.00 | 2.76 | 2.92 | 4.63 | 5.27 | 5.49 | 5.02 | … | … | 0.00 | 2.93 | 2.65 | 2.66 | 2.21 | 15.61 | 2.15 | 2.73 | 2.25 | 2.25 | 2.67 | 3.14 | 2.19 | 2.25 | 2.45 | 2.13 | 2.83 | 2.51 | 2.01 | 2.09 | 2.04 | 1.86 | 1.49 | 0.70 |
Data as of 06/03/2026, Common starting date is 10/27/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTIVX (Vanguard Target Retirement 2045 Fund Investor Shares) |
-13.04%
Feb 2006 – Feb 2009 |
-4.47%
Feb 2004 – Feb 2009 |
4.97%
Feb 2006 – Feb 2016 |
5.32%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTIVX (Vanguard Target Retirement 2045 Fund Investor Shares) |
23.66%
Feb 2009 – Feb 2012 |
20.22%
Feb 2009 – Feb 2014 |
13.37%
Feb 2009 – Feb 2019 |
12.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart