Nasdaq - Delayed Quote USD

Vanguard Target Retirement 2020 Fund (VTWNX)

26.96 -0.08 (-0.30%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.63%
5y Average Return 4.84%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 24, 2024) 23.10%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 23.10%
Worst 3Y Total Return 1.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VTWNX
Category
YTD
2.83%
5.78%
1-Month
1.73%
0.81%
3-Month
2.83%
4.21%
1-Year
10.42%
18.91%
3-Year
1.98%
9.48%
5-Year
5.60%
8.82%
10-Year
5.63%
7.36%
Last Bull Market
17.43%
14.92%
Last Bear Market
-9.20%
-12.14%

Annual Total Return (%) History

Year
VTWNX
Category
2024
--
--
2023
12.51%
--
2022
-14.15%
--
2021
8.17%
--
2020
12.04%
10.79%
2019
17.63%
16.14%
2018
-4.24%
-4.49%
2017
14.08%
12.46%

2016
6.95%
6.23%
2015
-0.68%
-1.57%
2014
7.11%
4.72%
2013
15.85%
11.57%
2012
12.35%
11.68%
2011
0.60%
-0.22%
2010
13.12%
12.27%
2009
23.10%
24.25%
2008
-27.04%
-29.46%
2007
7.52%
6.02%
2006
--
11.95%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.83% -- -- --
2023 4.77% 2.15% -2.65% 8.00%
2022 -5.06% -9.20% -5.12% 4.97%
2021 1.28% 4.20% -0.41% 2.91%
2020 -10.76% 11.40% 4.48% 7.86%
2019 7.82% 3.21% 1.19% 4.46%
2018 -0.54% 0.61% 2.36% -6.50%
2017 4.10% 2.79% 3.14% 3.36%
2016 1.73% 1.99% 3.27% -0.18%
2015 2.18% -0.58% -4.81% 2.71%

2014 1.81% 3.73% -0.80% 2.25%
2013 5.33% -0.24% 4.87% 5.13%
2012 8.16% -2.13% 4.70% 1.37%
2011 3.67% 0.96% -9.94% 6.74%
2010 4.06% -6.84% 9.41% 6.66%
2009 -7.42% 13.49% 12.92% 3.75%
2008 -6.05% -1.41% -7.87% -14.51%
2007 1.76% 4.38% 2.37% -1.12%
2006 4.24% 5.96% -- --

Rank in Category (By Total Return)

YTD 81
1-Month 95
3-Month 81
1-Year 65
3-Year 53
5-Year 42

Load Adjusted Returns

1-Year 10.42%
3-Year 1.98%
5-Year 5.60%
10-Year 5.63%

Performance & Risk

YTD Return 0.63%
5y Average Return 4.84%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category Target-Date 2020
Fund Family Vanguard
Net Assets 38.37B
YTD Return 2.83%
Yield 2.77%
Morningstar Rating
Inception Date Jun 07, 2006

Fund Summary

The fund invests in a mix of Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2020 (the target year). The fund's asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase.

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