Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTTHX (VANGUARD TARGET RETIREMENT 2035 FUND INVESTOR SHARES) | 1.88% | 5.30% | 8.06% | 5.25% | 5.09% | 7.18% | 6.12% | 6.66% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTTHX (VANGUARD TARGET RETIREMENT 2035 FUND INVESTOR SHARES) | 10/27/2003 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 10/27/2003.
AR inception is since 10/27/2003.
| 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 (%) | -0.16 | 5.30 | 8.06 | 5.25 | 5.09 | 7.18 | 6.12 | 6.66 | 1.88 | 8.41 | 17.15 | -17.16 | -3.58 | 13.80 | 22.44 | -6.58 | 19.12 | 8.26 | -1.26 | 7.24 | 22.82 | 15.16 | -2.24 | 15.14 | 28.17 | -34.66 | 7.49 | 15.24 | 6.65 | 11.95 | 6.96 |
| Sharpe Ratio | NA | -0.10 | 0.30 | 0.18 | 0.24 | NA | NA | 0.33 | 0.13 | 0.20 | 1.41 | -1.12 | -0.20 | 0.56 | 2.50 | -0.69 | 3.65 | 0.71 | -0.11 | 0.80 | 2.37 | 1.32 | -0.11 | 0.90 | 1.13 | -0.97 | 0.31 | 1.28 | 0.59 | 1.28 | 5.82 |
| Standard Deviation(%) | NA | 12.12 | 12.16 | 14.05 | 13.84 | NA | NA | 15.84 | 15.62 | 9.25 | 9.23 | 16.65 | 18.40 | 24.09 | 8.42 | 11.50 | 5.09 | 11.37 | 11.83 | 9.05 | 9.62 | 11.57 | 21.30 | 16.78 | 24.91 | 36.52 | 14.53 | 9.41 | 7.62 | 8.61 | 7.76 |
| Draw Down(%) | NA | 13.07 | 13.87 | 34.72 | 34.72 | NA | NA | 51.79 | 10.87 | 6.14 | 8.95 | 23.03 | 15.33 | 27.15 | 4.46 | 14.93 | 1.61 | 9.09 | 11.37 | 6.89 | 6.72 | 9.86 | 19.25 | 13.92 | 24.95 | 45.96 | 8.90 | 8.57 | 5.13 | 6.29 | 1.76 |
| Yield(%) | 0.00 | 0.00 | 1.56 | 1.87 | 2.51 | 3.47 | 3.27 | 3.73 | 0.00 | 0.00 | 2.83 | 1.68 | 2.23 | 1.80 | 2.79 | 2.43 | 2.48 | 2.96 | 4.41 | 2.21 | 2.25 | 2.46 | 2.17 | 2.45 | 2.51 | 2.07 | 2.09 | 2.09 | 2.12 | 1.60 | 0.65 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTTHX (VANGUARD TARGET RETIREMENT 2035 FUND INVESTOR SHARES) |
-13.18%
Feb 2006 - Feb 2009 |
-4.85%
Feb 2004 - Feb 2009 |
4.34%
Oct 2013 - Oct 2023 |
3.74%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTTHX (VANGUARD TARGET RETIREMENT 2035 FUND INVESTOR SHARES) |
23.64%
Feb 2009 - Feb 2012 |
19.92%
Feb 2009 - Feb 2014 |
13.01%
Feb 2009 - Feb 2019 |
10.01%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart