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VTWNX: VANGUARD TARGET RETIREMENT 2020 FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 28.42 0.36(1.25%) June 05
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 06/28/2006 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 8.19% |
| Expenses | 0.08% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 3.5 | 11.5 | 10.0 | 4.5 | 6.8 | 6.8 | 6.5 | 12.2 | 7.7 | 12.5 | -14.2 | 8.2 | 12.1 | 17.6 | -4.2 | 13.3 | 6.9 | -0.7 | 7.1 | 15.9 | 12.3 | 0.6 | 13.1 | 23.1 | -27.0 | 7.6 | 13.0 |
| Sharpe Ratio | NA | 1.47 | 2.0 | 1.25 | 0.31 | 0.28 | NA | 0.32 | 1.52 | 0.74 | 1.37 | -1.39 | 1.35 | 0.74 | 0.32 | -0.26 | 3.49 | 0.84 | -0.09 | 1.11 | 2.22 | 1.5 | 0.04 | 1.07 | 1.21 | -1.0 | 0.39 | 3.2 |
| Draw Down(%) | NA | 4.4 | 4.4 | 6.2 | 19.4 | 30.6 | NA | 42.2 | 5.4 | 2.9 | 6.2 | 18.9 | 2.8 | 19.4 | 30.6 | 16.8 | 1.1 | 6.0 | 8.4 | 4.8 | 5.8 | 6.9 | 13.3 | 9.9 | 20.0 | 37.6 | 6.9 | 3.2 |
| Standard Deviation(%) | NA | 6.6 | 5.3 | 6.1 | 7.4 | 18.9 | NA | 16.6 | 6.2 | 5.6 | 6.5 | 11.3 | 6.1 | 16.0 | 50.0 | 21.6 | 3.6 | 8.0 | 8.4 | 6.4 | 7.1 | 8.3 | 15.2 | 12.2 | 19.0 | 28.0 | 11.3 | 7.4 |
| Treynor Ratio | NA | 0.1 | 0.11 | 0.08 | 0.02 | 0.05 | NA | 0.05 | 0.09 | 0.04 | 0.09 | -0.16 | 0.08 | 0.12 | 0.16 | -0.06 | 0.13 | 0.07 | -0.01 | 0.07 | 0.16 | 0.12 | 0.01 | 0.13 | 0.23 | -0.28 | 0.04 | 0.24 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 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 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 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 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 8.5 | 9.3 | 6.6 | 4.1 | 17.8 | 6.6 | 4.0 | 4.5 | 2.2 | 2.9 | 4.0 | 2.2 | 2.0 | 2.4 | 2.4 | 2.4 | 2.6 | 2.4 | 1.8 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -9.1 | 48.4 | 32.0 | -79.2 | 181.9 | 87.1 | -18.6 | 124.0 | -18.6 | -31.2 | 93.5 | 17.6 | -7.3 | -1.8 | 13.6 | 8.9 | -19.9 | 33.9 | 115.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2006
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