It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
VTOVX: Vanguard Target Retirement 2005 Inv (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/28/2003 |
| Last Dividend Date: | 12/29/2011 |
| 12-Mo. Yield | 2.94% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/12/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/28/2003 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 8.9 | 12.6 | 4.7 | 5.8 | 2.9 | 8.2 | 9.7 | 16.2 | -15.8 | 8.1 | 8.2 | 3.9 | 7.7 | 2.7 |
| Sharpe Ratio | NA | 1.28 | 1.87 | 0.41 | 0.55 | 5.63 | 1.13 | 1.54 | 1.49 | -1.06 | 0.77 | 0.97 | 0.42 | 1.42 | 3.93 |
| Draw Down(%) | NA | 4.8 | 4.8 | 25.9 | 25.9 | 0.4 | 4.8 | 4.2 | 12.1 | 25.2 | 3.9 | 3.7 | 2.6 | 5.0 | 0.7 |
| Standard Deviation(%) | NA | 6.9 | 6.7 | 9.9 | 8.2 | 1.9 | 7.3 | 6.2 | 10.8 | 15.7 | 6.7 | 5.1 | 4.1 | 4.8 | 4.1 |
| Treynor Ratio | NA | 0.09 | 0.11 | 0.03 | 0.04 | 0.37 | 0.07 | 0.08 | 0.13 | -0.12 | 0.04 | 0.04 | 0.02 | 0.07 | 0.16 |
| Alpha | NA | 0.01 | 0.0 | -0.01 | 0.0 | 0.02 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 |
| Beta | NA | 1.03 | 1.12 | 1.28 | 1.26 | 0.29 | 1.1 | 1.16 | 1.27 | 1.37 | 1.37 | 1.25 | 1.11 | 1.03 | 0.98 |
| RSquared | NA | 0.76 | 0.88 | 0.94 | 0.92 | 0.26 | 0.82 | 0.97 | 0.97 | 0.97 | 0.92 | 0.91 | 0.86 | 0.79 | 0.77 |
| Yield(%) | N/A | 2.9 | 3.3 | 3.0 | N/A | 0.0 | 3.0 | 2.8 | 2.8 | 3.6 | 3.3 | 3.3 | 3.3 | 2.4 | 0.6 |
| Dividend Growth(%) | N/A | 12.1 | -19.0 | N/A | N/A | -100.0 | 12.1 | 13.7 | -35.1 | 12.4 | 5.6 | 1.4 | 45.5 | 275.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/28/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2000-2010
Best Mutual Funds
- TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) (100%)
- TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) (97%)
- SWBRX (SCHWAB TARGET 2010 FUND SCHWAB TARGET 2010 FUND) (95%)
- FFFCX (FIDELITY FREEDOM 2010 FUND FIDELITY FREEDOM 2010 FUND) (92%)
- TCLEX (TIAA-CREF LIFECYCLE 2010 FUND RETIREMENT CLASS) (89%)
- FFFVX (FIDELITY FREEDOM 2005 FUND FIDELITY FREEDOM 2005 FUND) (87%)
- FCIFX (FIDELITY ADVISOR FREEDOM 2010 FUND CLASS I) (84%)
- FFIVX (FIDELITY ADVISOR FREEDOM 2005 FUND CLASS I) (82%)
- JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) (79%)
- REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) (74%)
Latest Articles Related to VTOVX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
