Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTRLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2050 FUND INSTITUTIONAL SHARES) | NA | 4.76% | 14.38% | 10.93% | 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 |
|---|---|---|
| VTRLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2050 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 (%) | -0.77 | 4.76 | 14.38 | 10.93 | NA | NA | NA | … | … | -5.52 | 16.69 | 16.34 | 25.05 | -9.99 | 21.47 | 8.95 | -4.03 |
| Sharpe Ratio | NA | 0.40 | 0.73 | 0.64 | NA | NA | NA | … | … | -2.46 | 1.48 | 0.55 | 2.33 | -0.84 | 3.59 | 0.68 | -0.52 |
| Standard Deviation(%) | NA | 11.80 | 18.90 | 16.18 | NA | NA | NA | … | … | 15.85 | 11.27 | 28.89 | 10.12 | 13.58 | 5.83 | 12.76 | 15.19 |
| Draw Down(%) | NA | 8.32 | 31.42 | 31.42 | NA | NA | NA | … | … | 7.91 | 4.94 | 31.42 | 5.64 | 17.38 | 1.86 | 10.17 | 11.25 |
| Yield(%) | 1.11 | 3.31 | 3.15 | 2.51 | 1.61 | 1.07 | 0.80 | … | … | 1.05 | 2.29 | 2.01 | 2.77 | 0.00 | 2.24 | 2.07 | 0.81 |
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 |
|---|---|---|---|---|
| VTRLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2050 FUND INSTITUTIONAL SHARES) |
1.04%
Mar 2017 – Mar 2020 |
7.14%
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 |
|---|---|---|---|---|
| VTRLX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2050 FUND INSTITUTIONAL SHARES) |
19.29%
Dec 2018 – Dec 2021 |
13.61%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart