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VWETX vs. VTTHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VWETX and VTTHX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

VWETX vs. VTTHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX) and Vanguard Target Retirement 2035 Fund (VTTHX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

VWETX:

7.17%

VTTHX:

3.42%

Max Drawdown

VWETX:

-0.67%

VTTHX:

-0.29%

Current Drawdown

VWETX:

-0.54%

VTTHX:

0.00%

Returns By Period


VWETX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VTTHX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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VWETX vs. VTTHX - Expense Ratio Comparison

VWETX has a 0.12% expense ratio, which is higher than VTTHX's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Risk-Adjusted Performance

VWETX vs. VTTHX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VWETX
The Risk-Adjusted Performance Rank of VWETX is 2727
Overall Rank
The Sharpe Ratio Rank of VWETX is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of VWETX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of VWETX is 2525
Omega Ratio Rank
The Calmar Ratio Rank of VWETX is 2626
Calmar Ratio Rank
The Martin Ratio Rank of VWETX is 2727
Martin Ratio Rank

VTTHX
The Risk-Adjusted Performance Rank of VTTHX is 7171
Overall Rank
The Sharpe Ratio Rank of VTTHX is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of VTTHX is 6969
Sortino Ratio Rank
The Omega Ratio Rank of VTTHX is 7070
Omega Ratio Rank
The Calmar Ratio Rank of VTTHX is 6969
Calmar Ratio Rank
The Martin Ratio Rank of VTTHX is 7878
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VWETX vs. VTTHX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX) 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.



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Dividends

VWETX vs. VTTHX - Dividend Comparison

VWETX's dividend yield for the trailing twelve months is around 4.74%, more than VTTHX's 2.54% yield.


TTM20242023202220212020201920182017201620152014
VWETX
Vanguard Long-Term Investment-Grade Fund Admiral Shares
4.74%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VTTHX
Vanguard Target Retirement 2035 Fund
2.54%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VWETX vs. VTTHX - Drawdown Comparison

The maximum VWETX drawdown since its inception was -0.67%, which is greater than VTTHX's maximum drawdown of -0.29%. Use the drawdown chart below to compare losses from any high point for VWETX and VTTHX. For additional features, visit the drawdowns tool.


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Volatility

VWETX vs. VTTHX - Volatility Comparison


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