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Vanguard Target Retirement 2020 Fund: (MF: VTWNX)
(NASDAQ Mutual Funds) As of Jun 27, 2024 08:00 PM ET
$27.99 USD
+0.03 (0.11%)
Zacks MF Rank
NA
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.79 | 78 |
| 3 months | 1.69 | 76 |
| 6 months | 3.56 | 95 |
| 1 Year | 7.12 | 90 |
| 3 Year | -0.14 | 85 |
| 5 Year | 5.08 | 73 |
| 10 Year | 5.06 | 53 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -38.77 |
| Bull Market (2/09 - 3/21) | 258.31 |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 7.04 |
| 5 Year | 4.94 |
| 10 Year | 5.29 |
| Since Inception | 5.74 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 2.82 | NA | NA | NA |
| 2023 | 4.77 | 2.14 | -2.65 | 4.68 |
| 2022 | -5.06 | -9.20 | -5.12 | 4.96 |
| 2021 | 1.28 | 4.20 | -0.41 | 2.91 |
| 2020 | -10.75 | 11.40 | 4.48 | 7.86 |
| 2019 | 7.82 | 3.20 | 1.19 | 4.46 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.79 | 9.05 | -14.15 | 8.16 | 12.03 | 17.63 | -4.23 | 14.08 | 6.93 | -0.70 | 7.11 |
| % Total Return Rel to Index | -8.51 | -17.18 | 4.05 | -20.51 | -6.36 | -13.85 | 0.15 | -7.71 | -5.00 | -2.08 | -6.53 |
| % Total Return Rel to Peer | -2.30 | -4.10 | -1.18 | -3.34 | 1.35 | 0.43 | 2.25 | 0.61 | 0.66 | 1.65 | 3.02 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 2.00 | 4.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.78 | 0.65 | 0.78 | 0.55 | 0.78 | 0.74 | 0.63 | 0.56 | 0.59 | 0.54 |
| % Yield | 0.00 | 2.83 | 2.43 | 2.10 | 1.49 | 2.31 | 2.45 | 1.92 | 1.90 | 2.06 | 1.83 |
| Capital Gains ($) | 0.00 | 0.00 | 0.61 | 5.28 | 1.59 | 0.36 | 0.66 | 0.22 | 0.21 | 0.53 | 0.04 |
| Expense Ratio | 0.08 | 0.08 | 0.09 | 0.13 | 0.13 | 0.13 | 0.13 | 0.07 | 0.14 | 0.16 | 0.16 |
* 1 = Top 20%, 5 = Bottom 20%