Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTTVX (Vanguard Target Retirement 2025) | 4.87% | 8.76% | 9.85% | 6.90% | 6.38% | 7.83% | 6.41% | 6.94% |
Data as of 06/20/2025, AR inception is 10/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTTVX (Vanguard Target Retirement 2025) | 10/27/2003 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 8.76 | 9.85 | 6.90 | 6.38 | 7.83 | 6.41 | 6.94 | 4.87 | 9.41 | 14.57 | -15.61 | 9.84 | 13.31 | 19.63 | -5.15 | 15.40 | 7.48 | -0.85 | 7.17 | 18.14 | 13.29 | -0.37 | 13.84 | 24.81 | -30.05 | 7.59 | 13.24 | 5.45 | 10.11 | 5.71 |
| Sharpe Ratio | NA | 0.67 | 0.72 | 0.56 | 0.32 | NA | NA | 0.37 | 0.80 | 0.85 | 1.44 | -1.26 | 1.34 | 0.68 | 0.52 | -0.32 | 3.64 | 0.79 | -0.09 | 0.98 | 2.28 | 1.43 | -0.02 | 1.00 | 1.17 | -0.99 | 0.35 | 1.21 | 0.54 | 1.37 | 5.97 |
| Standard Deviation(%) | NA | 8.81 | 9.27 | 9.39 | 16.01 | NA | NA | 15.24 | 10.66 | 6.85 | 7.67 | 13.57 | 7.32 | 19.11 | 35.04 | 20.35 | 4.06 | 9.16 | 9.58 | 7.31 | 7.96 | 9.34 | 17.19 | 13.81 | 21.20 | 31.22 | 12.62 | 8.16 | 5.95 | 6.68 | 6.00 |
| Draw Down(%) | NA | 7.84 | 12.37 | 21.52 | 23.03 | NA | NA | 46.05 | 7.84 | 3.52 | 7.53 | 20.98 | 3.39 | 22.51 | 23.03 | 16.17 | 1.17 | 7.04 | 9.31 | 5.45 | 6.12 | 7.87 | 15.37 | 11.24 | 21.95 | 40.96 | 7.75 | 7.33 | 3.82 | 5.67 | 1.18 |
| Yield(%) | 0.00 | 7.36 | 5.18 | 7.03 | 5.55 | 6.43 | 5.40 | 6.06 | 0.00 | 7.81 | 4.36 | 2.43 | 15.44 | 4.69 | 3.00 | 2.88 | 2.25 | 2.83 | 4.71 | 2.25 | 2.20 | 2.48 | 2.39 | 2.32 | 2.66 | 2.38 | 2.37 | 2.44 | 2.13 | 1.73 | 0.60 |
Data as of 06/20/2025, 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 |
|---|---|---|---|---|
| VTTVX (Vanguard Target Retirement 2025) |
-10.74%
Feb 2006 - Feb 2009 |
-3.86%
Feb 2004 - Feb 2009 |
4.92%
Feb 2006 - Feb 2016 |
4.49%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTTVX (Vanguard Target Retirement 2025) |
21.31%
Feb 2009 - Feb 2012 |
17.61%
Feb 2009 - Feb 2014 |
11.51%
Feb 2009 - Feb 2019 |
9.79%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart