Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 0P0000V6X4 (Vanguard Target Retire Trust Plus 2040) | NA | 16.56% | 11.76% | 9.87% | NA | NA | NA | … | … |
Data as of 08/11/2025, Common starting date is 09/12/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 0P0000V6X4 (Vanguard Target Retire Trust Plus 2040) | 09/12/2017 | 08/11/2025 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 16.56 | 11.76 | 9.87 | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 08/11/2025, Common starting date is 09/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0P0000V6X4 (Vanguard Target Retire Trust Plus 2040) |
2.17%
Apr 2021 – Apr 2024 |
4.81%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0P0000V6X4 (Vanguard Target Retire Trust Plus 2040) |
18.03%
Dec 2018 – Dec 2021 |
12.43%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart