VLXVX vs. VTTSX
Compare and contrast key facts about Vanguard Target Retirement 2065 Fund (VLXVX) and Vanguard Target Retirement 2060 Fund (VTTSX).
VLXVX is managed by Vanguard. It was launched on Jul 12, 2017. VTTSX is managed by Vanguard. It was launched on Jan 19, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VLXVX or VTTSX.
Performance
VLXVX vs. VTTSX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with VLXVX having a 15.83% return and VTTSX slightly higher at 15.88%.
VLXVX
15.83%
0.09%
8.08%
22.63%
10.11%
N/A
VTTSX
15.88%
0.11%
8.11%
22.69%
10.14%
8.73%
Key characteristics
| VLXVX | VTTSX | |
|---|---|---|
| Sharpe Ratio | 2.12 | 2.12 |
| Sortino Ratio | 2.94 | 2.94 |
| Omega Ratio | 1.39 | 1.39 |
| Calmar Ratio | 3.25 | 3.25 |
| Martin Ratio | 13.41 | 13.34 |
| Ulcer Index | 1.71% | 1.73% |
| Daily Std Dev | 10.82% | 10.88% |
| Max Drawdown | -31.42% | -31.38% |
| Current Drawdown | -1.36% | -1.32% |
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VLXVX vs. VTTSX - Expense Ratio Comparison
Both VLXVX and VTTSX 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%.
Correlation
The correlation between VLXVX and VTTSX is 1.00, 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.
Risk-Adjusted Performance
VLXVX vs. VTTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2065 Fund (VLXVX) and Vanguard Target Retirement 2060 Fund (VTTSX). 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.
Dividends
VLXVX vs. VTTSX - Dividend Comparison
VLXVX's dividend yield for the trailing twelve months is around 1.78%, less than VTTSX's 1.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLXVX Vanguard Target Retirement 2065 Fund | 1.78% | 2.06% | 2.00% | 1.70% | 1.45% | 1.90% | 1.85% | 0.78% | 0.00% | 0.00% | 0.00% | 0.00% |
VTTSX Vanguard Target Retirement 2060 Fund | 1.84% | 2.14% | 2.09% | 1.95% | 1.57% | 2.11% | 2.30% | 1.77% | 1.98% | 1.85% | 1.65% | 1.37% |
Drawdowns
VLXVX vs. VTTSX - Drawdown Comparison
The maximum VLXVX drawdown since its inception was -31.42%, roughly equal to the maximum VTTSX drawdown of -31.38%. Use the drawdown chart below to compare losses from any high point for VLXVX and VTTSX. For additional features, visit the drawdowns tool.
Volatility
VLXVX vs. VTTSX - Volatility Comparison
Vanguard Target Retirement 2065 Fund (VLXVX) and Vanguard Target Retirement 2060 Fund (VTTSX) have volatilities of 2.81% and 2.82%, 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.