VTWNX
2020 Vanguard Target Retirement-Inv
$28.21
-0.01 (-0.04%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 37643.423M |
| 52 Week High | 28.22 |
| 52 Week Low | 24.353 |
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Key Data
| Symbol | VTWNX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 28.21 |
| Price Yesterday | 28.22 |
| Market Cap | 37,643.42 |
| YTD Return | 4.99% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0008 |
Overview
| 52 Week High | 28.22 |
|---|---|
| 52 Week Low | 24.35 |
| Market Cap | 37,643.42M |
| Shares Outstanding | 1,334.40M |
| Income Dividend Yield | 2.80% |
| Long Term Dividend Yield | 3.11% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.91% |
Returns Annualized
| One Day | -8.55% |
|---|---|
| Five Days | 84.36% |
| One Months | 23.60% |
| Three Months | 10.60% |
| Six Months | 12.27% |
| Nine Months | 18.52% |
| One Year | 11.66% |
| Three Years | 1.10% |
| Five Years | 5.31% |
| Ten Years | 5.46% |
| YTD | 9.90% |
| Since Inception | 6.18% |
Returns Total
| One Day | -0.04% |
|---|---|
| Five Days | 1.22% |
| One Month | 1.69% |
| Three Months | 2.51% |
| Six Months | 5.85% |
| Nine Months | 13.43% |
| One Year | 11.65% |
| Three Years | 3.33% |
| Five Years | 29.42% |
| Ten Years | 69.96% |
| YTD | 4.99% |
| Since Inception | 194.96% |
Yearly Returns
| 2024 | 4.99% |
|---|---|
| 2023 | 12.51% |
| 2022 | -14.15% |
| 2021 | 8.17% |
| 2020 | 12.04% |
| 2019 | 17.63% |
| 2018 | -4.24% |
| 2017 | 14.08% |
| 2016 | 6.95% |
| 2015 | -0.68% |
Risk against SP-DA
| Alpha | -5.68% |
|---|---|
| Beta | 0.51 |
| Correlation | 92.63% |
| Downside Deviation | 1.83% |
| Coefficient of determination | 85.80% |
| Standard Deviation | 1.78% |
| Sharpe Ratio | -2.76 |
| Sortino | -9.32 |
| Treynor | 12.26 |
| Ulcer Index | 2.09 |
| Ulcer Performance Index | -8.17 |