Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTWNX (VANGUARD TARGET RETIREMENT 2020 FUND INVESTOR SHARES) | 4.65% | 8.34% | 8.65% | 5.81% | 5.73% | 7.09% | NA | 6.48% |
Data as of 06/16/2025, AR inception is 06/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTWNX (VANGUARD TARGET RETIREMENT 2020 FUND INVESTOR SHARES) | 06/28/2006 | 06/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 8.34 | 8.65 | 5.81 | 5.73 | 7.09 | NA | 6.48 | 4.65 | 7.73 | 12.55 | -14.20 | 8.18 | 12.05 | 17.63 | -4.24 | 13.27 | 6.95 | -0.68 | 7.11 | 15.85 | 12.35 | 0.60 | 13.12 | 23.10 | -27.04 | 7.57 | 13.02 |
| Sharpe Ratio | NA | 0.72 | 0.66 | 0.51 | 0.23 | NA | NA | 0.30 | 0.88 | 0.74 | 1.37 | -1.39 | 1.35 | 0.74 | 0.32 | -0.26 | 3.49 | 0.84 | -0.09 | 1.11 | 2.22 | 1.50 | 0.04 | 1.07 | 1.21 | -1.00 | 0.39 | 3.20 |
| Standard Deviation(%) | NA | 6.68 | 7.63 | 7.73 | 18.99 | NA | NA | 16.99 | 7.93 | 5.58 | 6.54 | 11.27 | 6.06 | 15.99 | 49.99 | 21.56 | 3.63 | 8.04 | 8.37 | 6.39 | 7.13 | 8.27 | 15.19 | 12.23 | 19.02 | 28.03 | 11.27 | 7.41 |
| Draw Down(%) | NA | 5.38 | 10.99 | 19.38 | 30.57 | NA | NA | 42.18 | 5.38 | 2.93 | 6.20 | 18.85 | 2.81 | 19.37 | 30.57 | 16.75 | 1.09 | 5.97 | 8.38 | 4.79 | 5.79 | 6.87 | 13.32 | 9.87 | 20.04 | 37.62 | 6.91 | 3.19 |
| Yield(%) | 0.00 | 8.85 | 6.84 | 8.42 | 6.42 | 7.03 | 5.79 | 6.44 | 0.00 | 9.26 | 6.56 | 4.08 | 17.76 | 6.58 | 4.02 | 4.49 | 2.22 | 2.88 | 3.96 | 2.16 | 2.05 | 2.43 | 2.45 | 2.37 | 2.61 | 2.36 | 1.84 | 0.96 |
Data as of 06/16/2025, AR inception is 06/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTWNX (VANGUARD TARGET RETIREMENT 2020 FUND INVESTOR SHARES) |
-4.12%
Jun 2007 - Jun 2010 |
1.06%
May 2007 - May 2012 |
4.70%
Oct 2013 - Oct 2023 |
4.35%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTWNX (VANGUARD TARGET RETIREMENT 2020 FUND INVESTOR SHARES) |
20.01%
Feb 2009 - Feb 2012 |
16.37%
Feb 2009 - Feb 2014 |
10.67%
Feb 2009 - Feb 2019 |
8.94%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart