Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
VTTWX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2030 FUND INSTITUTIONAL SHARES) | NA | 2.42% | 11.52% | NA | NA | NA | NA | 8.84% |
Data as of 02/11/2022, AR inception is 12/05/2017
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
VTTWX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2030 FUND INSTITUTIONAL SHARES) | 12/05/2017 | 02/11/2022 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.68 | 2.42 | 11.52 | NA | NA | NA | NA | 8.84 | -4.89 | 11.59 | 14.11 | 21.14 | -5.82 | 1.56 |
Sharpe Ratio | NA | 0.28 | 0.52 | NA | NA | NA | NA | 0.38 | -3.03 | 1.40 | 0.64 | 0.69 | -0.41 | 6.35 |
Standard Deviation(%) | NA | 8.66 | 21.11 | NA | NA | NA | NA | 19.98 | 11.68 | 8.27 | 21.60 | 28.31 | 17.84 | 3.91 |
Draw Down(%) | NA | 6.68 | 24.86 | NA | NA | NA | NA | 24.86 | 6.09 | 3.78 | 24.86 | 19.39 | 14.39 | 0.38 |
Yield(%) | 1.21 | 3.66 | 3.28 | 2.75 | 1.38 | 0.92 | 0.69 | 3.44 | 1.15 | 2.54 | 2.10 | 2.88 | 2.29 | 1.95 |
Data as of 02/11/2022, AR inception is 12/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
VTTWX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2030 FUND INSTITUTIONAL SHARES) |
7.81%
Jan 2018 - Jan 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
VTTWX (VANGUARD INSTITUTIONAL TARGET RETIREMENT 2030 FUND INSTITUTIONAL SHARES) |
15.54%
Dec 2018 - Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart