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VLXVX vs. VHYAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VLXVX and VHYAX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

VLXVX vs. VHYAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Target Retirement 2065 Fund (VLXVX) and Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

VLXVX:

4.73%

VHYAX:

11.00%

Max Drawdown

VLXVX:

-0.41%

VHYAX:

-0.64%

Current Drawdown

VLXVX:

0.00%

VHYAX:

0.00%

Returns By Period


VLXVX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VHYAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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VLXVX vs. VHYAX - Expense Ratio Comparison

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%.


Risk-Adjusted Performance

VLXVX vs. VHYAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VLXVX
The Risk-Adjusted Performance Rank of VLXVX is 7070
Overall Rank
The Sharpe Ratio Rank of VLXVX is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of VLXVX is 6767
Sortino Ratio Rank
The Omega Ratio Rank of VLXVX is 6969
Omega Ratio Rank
The Calmar Ratio Rank of VLXVX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of VLXVX is 7575
Martin Ratio Rank

VHYAX
The Risk-Adjusted Performance Rank of VHYAX is 6868
Overall Rank
The Sharpe Ratio Rank of VHYAX is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of VHYAX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of VHYAX is 6565
Omega Ratio Rank
The Calmar Ratio Rank of VHYAX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of VHYAX is 7171
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.

VLXVX vs. VHYAX - Risk-Adjusted Performance Comparison

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.



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Dividends

VLXVX vs. VHYAX - Dividend Comparison

VLXVX has not paid dividends to shareholders, while VHYAX's dividend yield for the trailing twelve months is around 2.91%.


TTM202420232022202120202019
VLXVX
Vanguard Target Retirement 2065 Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VHYAX
Vanguard High Dividend Yield Index Fund Admiral Shares
2.91%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VLXVX vs. VHYAX - Drawdown Comparison

The maximum VLXVX drawdown since its inception was -0.41%, smaller than the maximum VHYAX drawdown of -0.64%. Use the drawdown chart below to compare losses from any high point for VLXVX and VHYAX. For additional features, visit the drawdowns tool.


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Volatility

VLXVX vs. VHYAX - Volatility Comparison


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