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VITFX: VANGUARD INSTITUTIONAL TARGET RETIREMENT 2035 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/01/2015 |
| Last Dividend Date: | 02/09/2022 |
| 12-Mo. Yield | 3.52% |
| Expenses | 0.09% |
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Performance Analytics (As of 02/11/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/01/2015 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 3.1 | 12.4 | 10.2 | 8.8 | -5.1 | 13.2 | 14.8 | 22.6 | -6.6 | 19.1 | 8.4 | -3.9 |
| Sharpe Ratio | NA | 0.32 | 0.6 | 0.55 | 0.52 | -2.84 | 1.43 | 0.6 | 0.94 | -0.5 | 3.62 | 0.72 | -0.56 |
| Draw Down(%) | NA | 7.2 | 27.1 | 27.1 | 27.1 | 6.6 | 4.1 | 27.1 | 16.0 | 14.9 | 1.6 | 9.0 | 10.2 |
| Standard Deviation(%) | NA | 9.6 | 19.7 | 17.1 | 16.0 | 12.9 | 9.2 | 24.0 | 22.4 | 16.0 | 5.1 | 11.4 | 13.8 |
| Treynor Ratio | NA | 0.05 | 0.18 | 0.14 | 0.12 | -0.58 | 0.21 | 0.22 | 0.23 | -0.11 | 0.26 | 0.1 | -0.1 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | -0.02 | -0.02 | 0.01 | -0.01 | -0.01 | 0.01 | -0.01 | -0.03 |
| Beta | NA | 0.67 | 0.67 | 0.68 | 0.7 | 0.63 | 0.64 | 0.65 | 0.9 | 0.73 | 0.71 | 0.84 | 0.73 |
| RSquared | NA | 0.92 | 0.6 | 0.6 | 0.65 | 0.94 | 0.84 | 0.89 | 0.25 | 0.59 | 0.86 | 0.93 | 0.95 |
| Yield(%) | N/A | 3.5 | 3.2 | 3.1 | N/A | 1.1 | 2.5 | 2.1 | 2.8 | 2.3 | 2.3 | 2.1 | 0.8 |
| Dividend Growth(%) | N/A | 94.5 | 58.4 | N/A | N/A | -51.7 | 31.2 | -10.7 | 13.9 | 16.1 | 15.0 | 143.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2015
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