VTTVX vs. USD=X
VTTVX (Vanguard Target Retirement 2025 Fund) is Diversified Portfolio fund managed by Vanguard, while USD=X (USD Cash) is a currency. Over the past 10 years, VTTVX returned 7.98%/yr vs 0.00%/yr for USD=X.
Performance
VTTVX vs. USD=X - Performance Comparison
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Returns By Period
VTTVX
- 1D
- 1.40%
- 1M
- 0.24%
- YTD
- 5.56%
- 6M
- 6.18%
- 1Y
- 14.33%
- 3Y*
- 12.18%
- 5Y*
- 5.66%
- 10Y*
- 7.98%
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
VTTVX vs. USD=X - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTTVX Vanguard Target Retirement 2025 Fund | 5.56% | 14.63% | 9.23% | 14.76% | -15.57% | 9.78% | 13.31% | 19.63% | -5.14% | 13.68% |
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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Return for Risk
VTTVX vs. USD=X — Risk / Return Rank
VTTVX
USD=X
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
VTTVX vs. USD=X - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2025 Fund (VTTVX) and USD Cash (USD=X). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VTTVX | USD=X | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.39 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | — | — |
| Martin ratioReturn relative to average drawdown | 11.38 | — | — |
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Drawdowns
VTTVX vs. USD=X - Drawdown Comparison
The maximum VTTVX drawdown since its inception was -46.03%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for VTTVX and USD=X.
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Drawdown Indicators
| VTTVX | USD=X | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.03% | 0.00% | -46.03% |
Max Drawdown (1Y)Largest decline over 1 year | -5.57% | 0.00% | -5.57% |
Max Drawdown (3Y)Largest decline over 3 years | -7.84% | 0.00% | -7.84% |
Max Drawdown (5Y)Largest decline over 5 years | -21.52% | 0.00% | -21.52% |
Max Drawdown (10Y)Largest decline over 10 years | -22.51% | 0.00% | -22.51% |
Current DrawdownCurrent decline from peak | -1.17% | 0.00% | -1.17% |
Average DrawdownAverage peak-to-trough decline | -5.05% | 0.00% | -5.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.30% | 0.00% | +1.30% |
Volatility
VTTVX vs. USD=X - Volatility Comparison
Vanguard Target Retirement 2025 Fund (VTTVX) has a higher volatility of 3.03% compared to USD Cash (USD=X) at 0.00%. This indicates that VTTVX's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VTTVX | USD=X | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 0.00% | +3.03% |
Volatility (6M)Calculated over the trailing 6-month period | 6.01% | 0.00% | +6.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.23% | 0.00% | +7.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.14% | 0.00% | +9.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.96% | 0.00% | +9.96% |
Frequently Asked Questions
VTTVX has higher volatility (3.03%) compared to USD=X (0.00%). In terms of maximum drawdown, VTTVX dropped -46.03% vs USD=X's 0.00%.
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