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VTTHX: VANGUARD TARGET RETIREMENT 2035 FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 29.13 0.64(2.15%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 10/27/2003 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 3.22% |
| Expenses | 0.08% |
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Performance Analytics (As of 06/05/2026)
| 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(%) | -2.1 | 6.4 | 18.7 | 15.0 | 7.3 | 9.7 | 9.1 | 7.7 | 8.1 | 17.6 | 11.8 | 17.2 | -16.6 | 13.0 | 14.8 | 22.4 | -6.6 | 19.1 | 8.3 | -1.3 | 7.2 | 22.8 | 15.2 | -2.2 | 15.1 | 28.2 | -34.7 | 7.5 | 15.2 | 6.6 | 12.0 | 7.0 |
| Sharpe Ratio | NA | 1.16 | 1.75 | 1.18 | 0.42 | 0.64 | NA | NA | 0.45 | 1.33 | 0.95 | 1.47 | -1.09 | 1.4 | 0.6 | 2.49 | -0.69 | 3.65 | 0.71 | -0.11 | 0.8 | 2.37 | 1.32 | -0.11 | 0.9 | 1.13 | -0.97 | 0.3 | 1.26 | 0.58 | 1.27 | 5.81 |
| Draw Down(%) | NA | 7.2 | 7.2 | 10.9 | 23.5 | 27.2 | NA | NA | 51.8 | 10.9 | 5.0 | 8.9 | 23.0 | 4.1 | 27.2 | 4.5 | 14.9 | 1.6 | 9.1 | 11.4 | 6.9 | 6.7 | 9.9 | 19.3 | 13.9 | 24.9 | 46.0 | 8.9 | 8.6 | 5.1 | 6.3 | 1.8 |
| Standard Deviation(%) | NA | 11.3 | 9.2 | 9.9 | 11.4 | 12.5 | NA | NA | 15.2 | 11.0 | 8.6 | 9.2 | 16.6 | 9.2 | 24.0 | 8.4 | 11.5 | 5.1 | 11.4 | 11.8 | 9.1 | 9.6 | 11.6 | 21.3 | 16.8 | 24.9 | 36.5 | 14.5 | 9.4 | 7.6 | 8.6 | 7.8 |
| Treynor Ratio | NA | 0.13 | 0.16 | 0.12 | 0.05 | 0.08 | NA | NA | 0.07 | 0.15 | 0.08 | 0.14 | -0.18 | 0.13 | 0.14 | 0.21 | -0.08 | 0.19 | 0.08 | -0.01 | 0.07 | 0.23 | 0.15 | -0.02 | 0.15 | 0.28 | -0.36 | 0.04 | 0.12 | 0.04 | 0.11 | 0.45 |
| 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 | 0.0 | 3.2 | 3.4 | 5.3 | 5.6 | 5.9 | 5.3 | N/A | 3.4 | 3.4 | 2.8 | 2.2 | 18.6 | 2.8 | 2.8 | 2.4 | 2.5 | 3.0 | 4.4 | 2.2 | 2.3 | 2.5 | 2.2 | 2.4 | 2.5 | 2.1 | 2.1 | 2.1 | 2.1 | 1.6 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | 8.2 | -63.7 | 180.7 | 185.5 | N/A | N/A | N/A | 8.2 | 36.5 | 4.8 | -88.8 | 638.6 | 20.2 | 3.6 | 14.2 | -9.8 | -37.5 | 110.7 | 15.1 | 3.5 | 9.1 | -0.7 | 21.4 | -20.4 | 3.1 | 11.5 | 5.3 | 45.3 | 161.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/2003
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