VTWNX vs. LIRAX

In the year-to-date period, VTWNX achieves a 3.59% return, which is significantly higher than LIRAX's 3.27% return. Over the past 10 years, VTWNX has underperformed LIRAX with an annualized return of 2.15%, while LIRAX has yielded a comparatively higher 4.12% annualized return.

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VTWNX has a 0.08% expense ratio, which is lower than LIRAX's 0.44% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2020 Fund (VTWNX) and BlackRock LifePath Index Retirement Fund Investor A Shares (LIRAX). 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 VTWNX Sharpe Ratio is 1.21, which is comparable to the LIRAX Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of VTWNX and LIRAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VTWNX's dividend yield for the trailing twelve months is around 3.08%, more than LIRAX's 2.67% yield.

The maximum VTWNX drawdown since its inception was -42.16%, which is greater than LIRAX's maximum drawdown of -21.24%. Use the drawdown chart below to compare losses from any high point for VTWNX and LIRAX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Target Retirement 2020 Fund (VTWNX) is 1.41%, while BlackRock LifePath Index Retirement Fund Investor A Shares (LIRAX) has a volatility of 1.56%. This indicates that VTWNX experiences smaller price fluctuations and is considered to be less risky than LIRAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.