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VTINX: VANGUARD TARGET RETIREMENT INCOME FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 14.23 0.17(1.18%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 10/27/2003 |
| Last Dividend Date: | 03/30/2026 |
| 12-Mo. Yield | 5.14% |
| Expenses | 0.08% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/27/2003 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.2 | 3.2 | 10.5 | 9.0 | 3.9 | 5.3 | 5.2 | 5.3 | 5.3 | 11.3 | 6.7 | 10.7 | -12.8 | 5.2 | 10.0 | 13.2 | -2.0 | 8.5 | 5.3 | -0.2 | 5.5 | 5.9 | 8.2 | 5.2 | 9.4 | 14.3 | -10.9 | 8.2 | 6.4 | 3.3 | 8.4 | 2.5 |
| Sharpe Ratio | NA | 1.44 | 1.97 | 1.21 | 0.28 | 0.66 | NA | NA | 0.74 | 1.6 | 0.62 | 1.22 | -1.63 | 1.26 | 1.01 | 3.63 | -0.79 | 3.51 | 1.19 | -0.05 | 1.75 | 1.51 | 2.27 | 0.87 | 1.76 | 1.69 | -1.05 | 1.08 | 0.76 | 0.31 | 1.79 | 3.69 |
| Draw Down(%) | NA | 4.1 | 4.1 | 5.3 | 17.0 | 17.0 | NA | NA | 20.0 | 4.3 | 2.6 | 5.3 | 16.5 | 2.2 | 12.5 | 1.2 | 5.4 | 0.9 | 2.5 | 4.9 | 2.2 | 4.4 | 2.2 | 4.4 | 3.2 | 9.3 | 19.9 | 2.4 | 2.7 | 2.3 | 4.2 | 0.6 |
| Standard Deviation(%) | NA | 6.1 | 4.9 | 5.4 | 6.1 | 5.7 | NA | NA | 5.7 | 5.3 | 4.9 | 5.8 | 8.7 | 4.1 | 9.6 | 3.2 | 4.3 | 2.2 | 4.2 | 4.3 | 3.2 | 3.9 | 3.6 | 6.0 | 5.3 | 8.4 | 11.3 | 4.7 | 3.9 | 3.5 | 4.1 | 3.8 |
| Treynor Ratio | NA | 0.09 | 0.1 | 0.07 | 0.02 | 0.04 | NA | NA | 0.04 | 0.08 | 0.03 | 0.07 | -0.14 | 0.05 | 0.1 | 0.12 | -0.03 | 0.08 | 0.05 | 0.0 | 0.06 | 0.06 | 0.08 | 0.05 | 0.09 | 0.14 | -0.12 | 0.05 | 0.03 | 0.01 | 0.07 | 0.14 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.5 | 5.1 | 5.3 | 4.8 | 4.4 | 4.3 | 4.5 | N/A | 5.3 | 6.0 | 4.3 | 2.6 | 8.4 | 3.6 | 2.9 | 3.9 | 2.7 | 2.3 | 3.4 | 2.2 | 3.3 | 2.5 | 3.0 | 2.8 | 2.9 | 3.8 | 4.0 | 3.7 | 4.0 | 4.9 | 0.7 |
| Dividend Growth(%) | N/A | -89.1 | -11.9 | -5.5 | 78.5 | 61.7 | N/A | N/A | N/A | -9.6 | 47.7 | 38.1 | -69.7 | 143.9 | 38.8 | -31.0 | 57.4 | 16.8 | -33.9 | 57.7 | -30.2 | 40.8 | -15.7 | 14.2 | 7.3 | -34.7 | -2.1 | 10.3 | -8.2 | -14.0 | 605.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/2003
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