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Vanguard Target Retirement 2070 Fund (VSVNX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

CUSIP

92202E664

Issuer

Vanguard

Inception Date

Jun 28, 2022

Min. Investment

$1,000

Asset Class

Multi-Asset

Expense Ratio

VSVNX has an expense ratio of 0.08%, which is considered low.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Vanguard Target Retirement 2070 Fund (VSVNX) returned 3.97% year-to-date (YTD) and 11.54% over the past 12 months.


VSVNX

YTD

3.97%

1M

8.78%

6M

1.37%

1Y

11.54%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-0.64%

1M

8.97%

6M

-2.62%

1Y

11.90%

5Y*

15.76%

10Y*

10.69%

*Annualized

Monthly Returns

The table below presents the monthly returns of VSVNX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.92%-0.25%-3.14%0.94%3.58%3.97%
2024-0.08%3.93%2.93%-3.40%4.09%1.45%2.21%2.20%2.19%-2.28%3.56%-2.71%14.57%
20237.04%-2.66%1.29%2.27%-1.06%5.24%3.33%-2.71%-3.98%-2.76%8.48%5.08%20.25%
2022-1.00%6.67%-3.79%-8.96%5.51%5.17%-1.60%1.01%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 79, VSVNX is among the top 21% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of VSVNX is 7979
Overall Rank
The Sharpe Ratio Rank of VSVNX is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of VSVNX is 7676
Sortino Ratio Rank
The Omega Ratio Rank of VSVNX is 7979
Omega Ratio Rank
The Calmar Ratio Rank of VSVNX is 8484
Calmar Ratio Rank
The Martin Ratio Rank of VSVNX is 8383
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Vanguard Target Retirement 2070 Fund (VSVNX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Vanguard Target Retirement 2070 Fund Sharpe ratios as of May 13, 2025 (values are recalculated daily):

  • 1-Year: 0.76
  • All Time: 0.96

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Vanguard Target Retirement 2070 Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History


Vanguard Target Retirement 2070 Fund doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Vanguard Target Retirement 2070 Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Vanguard Target Retirement 2070 Fund was 15.39%, occurring on Oct 14, 2022. Recovery took 74 trading sessions.

The current Vanguard Target Retirement 2070 Fund drawdown is 1.00%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-15.39%Aug 17, 202242Oct 14, 202274Feb 1, 2023116
-14.53%Feb 19, 202535Apr 8, 2025
-10.37%Aug 1, 202363Oct 27, 202332Dec 13, 202395
-7.08%Jul 17, 202414Aug 5, 202414Aug 23, 202428
-6.24%Feb 3, 202328Mar 15, 202345May 18, 202373

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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