VTTVX vs. VTWNX

In the year-to-date period, VTTVX achieves a 0.64% return, which is significantly lower than VTWNX's 1.17% return. Over the past 10 years, VTTVX has outperformed VTWNX with an annualized return of 3.10%, while VTWNX has yielded a comparatively lower 1.88% annualized return.

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Both VTTVX and VTWNX 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 2025 Fund (VTTVX) and Vanguard Target Retirement 2020 Fund (VTWNX). 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 VTTVX Sharpe Ratio is 0.43, which is lower than the VTWNX Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of VTTVX and VTWNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VTTVX's dividend yield for the trailing twelve months is around 2.94%, less than VTWNX's 3.15% yield.

The maximum VTTVX drawdown since its inception was -46.03%, which is greater than VTWNX's maximum drawdown of -42.16%. Use the drawdown chart below to compare losses from any high point for VTTVX and VTWNX. For additional features, visit the drawdowns tool.

Vanguard Target Retirement 2025 Fund (VTTVX) has a higher volatility of 5.92% compared to Vanguard Target Retirement 2020 Fund (VTWNX) at 4.27%. This indicates that VTTVX's price experiences larger fluctuations and is considered to be riskier than VTWNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.