Nasdaq - Delayed Quote USD

Vanguard Target Retirement 2060 Fund (VTTSX)

53.75 +0.49 (+0.92%)
At close: 8:06 AM EST

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 2060 (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 24.96%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

Performance & Risk

YTD Return 16.57%
5y Average Return 10.30%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
VTTSXCategory AverageVTTSXCategory AverageVTTSXCategory Average
Alpha 3.21 -0.01 2.88 0 1.24 0
BETA 1.22 0.01 1.3 0.01 1.35 0
Mean Annual Return 0.46 0 0.91 0.01 0.77 0
R-squared 97.52 0.95 97.69 0.97 97.26 0
Standard Deviation 15.59 0.09 16.35 0.09 13.65 0
Sharpe Ratio 0.11 0.01 0.52 0.01 0.55 0
Treynor Ratio 0.38 0.03 5.76 0.07 5.11 0

Related Tickers