Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTXVX (VANGUARD TARGET RETIREMENT 2015 FUND INVESTOR SHARES) | NA | -9.92% | 2.53% | 3.96% | 5.60% | 4.48% | NA | 5.83% |
Data as of 07/08/2022, AR inception is 10/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTXVX (VANGUARD TARGET RETIREMENT 2015 FUND INVESTOR SHARES) | 10/27/2003 | 07/08/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | -9.92 | 2.53 | 3.96 | 5.60 | 4.48 | NA | 5.83 | -11.48 | 5.77 | 10.33 | 14.81 | -2.97 | 11.51 | 6.16 | -0.46 | 6.56 | 13.00 | 11.37 | 1.71 | 12.70 | 21.30 | -24.06 | 7.55 | 11.42 | 5.28 | 9.04 | 4.91 |
| Sharpe Ratio | NA | -1.57 | 0.27 | 0.47 | 0.79 | NA | NA | 0.48 | -2.66 | 1.28 | 0.88 | 3.32 | -0.74 | 3.78 | 0.91 | -0.07 | 1.22 | 2.11 | 1.63 | 0.13 | 1.17 | 1.26 | -1.01 | 0.44 | 1.19 | 0.60 | 1.40 | 5.86 |
| Standard Deviation(%) | NA | 6.49 | 8.03 | 6.94 | 6.50 | NA | NA | 9.94 | 8.17 | 4.50 | 11.43 | 4.01 | 5.90 | 2.88 | 6.53 | 6.95 | 5.38 | 6.13 | 7.01 | 12.95 | 10.74 | 16.85 | 24.81 | 10.05 | 6.77 | 5.06 | 5.74 | 5.14 |
| Draw Down(%) | NA | 13.81 | 14.64 | 14.64 | 14.64 | NA | NA | 38.17 | 13.28 | 2.31 | 14.64 | 1.56 | 7.50 | 1.00 | 4.71 | 7.17 | 4.07 | 5.46 | 5.66 | 11.15 | 8.39 | 18.14 | 34.35 | 6.09 | 5.86 | 3.10 | 5.27 | 0.79 |
| Yield(%) | 3.20 | 14.93 | 9.16 | 7.90 | 6.75 | 5.20 | 5.63 | 6.26 | 2.84 | 12.91 | 6.66 | 5.29 | 6.58 | 5.84 | 4.22 | 6.51 | 3.07 | 2.57 | 2.54 | 2.67 | 2.83 | 2.84 | 2.81 | 2.72 | 2.68 | 2.68 | 1.94 | 0.60 |
Data as of 07/08/2022, 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 |
|---|---|---|---|---|
| VTXVX (VANGUARD TARGET RETIREMENT 2015 FUND INVESTOR SHARES) |
-7.74%
Feb 2006 - Feb 2009 |
-2.22%
Feb 2004 - Feb 2009 |
4.76%
May 2007 - May 2017 |
4.54%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTXVX (VANGUARD TARGET RETIREMENT 2015 FUND INVESTOR SHARES) |
18.87%
Feb 2009 - Feb 2012 |
15.10%
Feb 2009 - Feb 2014 |
9.78%
Feb 2009 - Feb 2019 |
6.38%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart