Vanguard Target Retirement 2020 Fund Investor Shares

 (MUTF:VTWNX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.38%
   
1 week   +0.49%
   
4 week   +0.59%
   
3 month   +3.79%
   
YTD   +6.09%
   
1 year   +12.60%
   
3 years*   +9.41%
   
5 years*   +12.27%
   
*annualized
Best 3 month return+20.88%  
Worst 3 month return-23.30%  

Morningstar statistics

Morningstar category: Target Date 2016-2020
  Return Risk Rating
3 years High Average
5 years Above Average Average
10 years     -     - -
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets27.22B 
Front load-  
Deferred load-  
Expense ratio0.16%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash2.41%  
Stocks60.97%  
Bonds36.05%  
Preferred0.13%  
Other0.43%  

Purchase information

Initial$1,000  
Additional$100  
IRA Initial$1,000  
28.79+0.03(0.10%)
Jul 23, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other 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.
Fund filings (PDF) »
Asset managers:
William Coleman (Started: Feb 22, 2013)
Walter Nejman (Started: Feb 22, 2013)
Michael Buek (Started: Feb 22, 2013)
Advisor Company:
Vanguard Group, Inc.
Fund family reports on Morningstar »
Vanguard, 100 Vanguard Boulevard, Malvern, PA 19355, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.23 0.10 -0.11     -
Beta* 1.06 1.05 1.08     -
Mean annual return 1.29 0.81 1.05     -
R-squared* 99.54 99.15 99.17     -
Standard deviation 6.10 8.60 9.43     -
Sharpe ratio 2.53 1.12 1.33     -
* Against standard index

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