Vanguard Institutional Target Retirement 2060 Fund Institutional Shares (VILVX)

$25.56
C Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. All Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Vanguard Institutional Target Retirement 2060 Fund Institutional Shares 10 0.79 -3.03% -0.66% 0.00%
U.S. All Cap 12 1.00 -1.78% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 14.06% 15.45% -1.39%
Year-to-Date -3.03% -1.78% -1.25%
1 Year 4.14% 6.43% -2.30%

Risk, Fees & Styles

(as of 1/31/2020)
RISK PROFILE Help

Fund's Risk

10%

(moderate)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 10% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.00%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$0

Real cost (fees + lost compounding)

$0

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
83%

Return in excess of styles
(over past year)
0.68%