VTHRX vs. VTTHX

In the year-to-date period, VTHRX achieves a 3.59% return, which is significantly lower than VTTHX's 3.84% return. Over the past 10 years, VTHRX has outperformed VTTHX with an annualized return of 6.81%, while VTTHX has yielded a comparatively lower 5.09% annualized return.

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Both VTHRX and VTTHX 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 2030 Fund (VTHRX) and Vanguard Target Retirement 2035 Fund (VTTHX). 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 VTHRX Sharpe Ratio is 0.95, which is comparable to the VTTHX Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of VTHRX and VTTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VTHRX's dividend yield for the trailing twelve months is around 2.64%, more than VTTHX's 2.49% yield.

The maximum VTHRX drawdown since its inception was -49.57%, roughly equal to the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for VTHRX and VTTHX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Target Retirement 2030 Fund (VTHRX) is 2.78%, while Vanguard Target Retirement 2035 Fund (VTTHX) has a volatility of 3.06%. This indicates that VTHRX experiences smaller price fluctuations and is considered to be less risky than VTTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.