Nasdaq - Delayed Quote
USD
Vanguard Target Retirement 2030 Fund (VTHRX)
45.05
-0.41
(-0.90%)
At close: October 30 at 8:08:35 PM EDT
Fund Summary
The fund invests in a mix of Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2030 (the target year). The fund's asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 21.07% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 6.43% |
| 5y Average Return | 6.04% |
| Rank in Category (ytd) | 24 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
VTHRX | Category Average | VTHRX | Category Average | VTHRX | Category Average |
|
Alpha
|
1.52 | -0.01 | 0.86 | -0 | 0.71 | -0.01 |
|
BETA
|
0.93 | 0.01 | 0.99 | 0.01 | 1.04 | 0.01 |
|
Mean Annual Return
|
1.16 | 0.01 | 0.6 | 0.01 | 0.74 | 0.01 |
|
R-squared
|
97.48 | 0.98 | 98.06 | 0.98 | 98.33 | 0.97 |
|
Standard Deviation
|
8.56 | 0.12 | 11.1 | 0.1 | 10.7 | 0.1 |
|
Sharpe Ratio
|
1.11 | 0.01 | 0.29 | 0.01 | 0.59 | 0.01 |
|
Treynor Ratio
|
10.6 | 0.09 | 2.76 | 0.09 | 5.76 | 0.07 |
