VLXVX vs. VHYAX

In the year-to-date period, VLXVX achieves a -0.89% return, which is significantly higher than VHYAX's -2.64% return.

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Both VLXVX and VHYAX have an expense ratio of 0.08%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2065 Fund (VLXVX) and Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current VLXVX Sharpe Ratio is 0.68, which is comparable to the VHYAX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of VLXVX and VHYAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VLXVX's dividend yield for the trailing twelve months is around 2.09%, less than VHYAX's 2.97% yield.

The maximum VLXVX drawdown since its inception was -31.42%, smaller than the maximum VHYAX drawdown of -35.14%. Use the drawdown chart below to compare losses from any high point for VLXVX and VHYAX. For additional features, visit the drawdowns tool.

Vanguard Target Retirement 2065 Fund (VLXVX) and Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX) have volatilities of 10.82% and 11.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.