Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTTSX (VANGUARD TARGET RETIREMENT 2060 FUND INVESTOR SHARES) | 6.15% | 11.33% | 14.37% | 11.32% | 8.80% | NA | NA | 10.36% |
Data as of 06/20/2025, AR inception is 01/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTTSX (VANGUARD TARGET RETIREMENT 2060 FUND INVESTOR SHARES) | 01/20/2012 | 06/20/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 11.33 | 14.37 | 11.32 | 8.80 | NA | NA | 10.36 | 6.15 | 14.61 | 20.19 | -17.48 | 16.45 | 16.33 | 25.00 | -7.92 | 21.39 | 8.84 | -1.68 | 7.16 | 24.35 | 10.57 |
| Sharpe Ratio | NA | 0.52 | 0.82 | 0.65 | 0.47 | NA | NA | 0.61 | 0.56 | 1.03 | 1.49 | -0.94 | 1.46 | 0.55 | 1.69 | -0.64 | 3.57 | 0.68 | -0.13 | 0.73 | 2.41 | 0.92 |
| Standard Deviation(%) | NA | 15.45 | 14.25 | 14.47 | 15.83 | NA | NA | 14.68 | 18.95 | 10.68 | 11.21 | 20.17 | 11.28 | 28.93 | 13.95 | 14.59 | 5.84 | 12.77 | 13.12 | 9.76 | 10.08 | 12.16 |
| Draw Down(%) | NA | 14.51 | 15.42 | 25.40 | 31.38 | NA | NA | 31.38 | 14.51 | 7.09 | 10.36 | 25.05 | 4.96 | 31.38 | 9.82 | 17.40 | 1.70 | 10.22 | 12.61 | 7.55 | 6.94 | 10.08 |
| Yield(%) | 0.00 | 2.26 | 2.51 | 3.53 | 3.26 | 3.61 | 2.71 | 4.16 | 0.00 | 2.49 | 2.52 | 1.69 | 6.29 | 2.07 | 2.58 | 2.06 | 2.10 | 2.15 | 1.86 | 1.78 | 1.65 | 1.60 |
Data as of 06/20/2025, AR inception is 01/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTTSX (VANGUARD TARGET RETIREMENT 2060 FUND INVESTOR SHARES) |
1.79%
Mar 2017 - Mar 2020 |
3.20%
Mar 2015 - Mar 2020 |
6.96%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTTSX (VANGUARD TARGET RETIREMENT 2060 FUND INVESTOR SHARES) |
19.19%
Dec 2018 - Dec 2021 |
14.08%
Oct 2016 - Oct 2021 |
10.28%
Feb 2012 - Feb 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart