Vanguard Target Retirement 2020 Fund
VTWNX
NASDAQ
Weiss Ratings | VTWNX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | VTWNX-NASDAQ | Click to Compare |
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Provider | Vanguard | |||
Manager/Tenure (Years) | Walter Nejman (12), Roger Aliaga-Diaz (2), Aurélie Denis (2), 1 other | |||
Website | http://www.vanguard.com | |||
Fund Information | VTWNX-NASDAQ | Click to Compare |
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Fund Name | Vanguard Target Retirement 2020 Fund | |||
Category | Target-Date 2020 | |||
Sub-Category | Target Date | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Jun 07, 2006 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 1,000.00 | |||
Minimum Subsequent Investment | 1.00 | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | VTWNX-NASDAQ | Click to Compare |
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Dividend Yield | 2.94% | |||
Dividend | VTWNX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.16% | |||
Asset Allocation | VTWNX-NASDAQ | Click to Compare |
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Cash | 1.61% | |||
Stock | 35.83% | |||
U.S. Stock | 21.29% | |||
Non-U.S. Stock | 14.54% | |||
Bond | 62.50% | |||
U.S. Bond | 45.97% | |||
Non-U.S. Bond | 16.53% | |||
Preferred | 0.00% | |||
Convertible | 0.04% | |||
Other Net | 0.03% | |||
Price History | VTWNX-NASDAQ | Click to Compare |
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7-Day Total Return | -0.22% | |||
30-Day Total Return | -0.88% | |||
60-Day Total Return | -0.11% | |||
90-Day Total Return | 1.08% | |||
Year to Date Total Return | 1.35% | |||
1-Year Total Return | 6.20% | |||
2-Year Total Return | 19.16% | |||
3-Year Total Return | 11.10% | |||
5-Year Total Return | 44.29% | |||
Price | VTWNX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | VTWNX-NASDAQ | Click to Compare |
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Nav | $26.84 | |||
1-Month Low NAV | $26.58 | |||
1-Month High NAV | $27.11 | |||
52-Week Low NAV | $26.24 | |||
52-Week Low NAV (Date) | Jan 13, 2025 | |||
52-Week High NAV | $29.65 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | VTWNX-NASDAQ | Click to Compare |
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Beta | -- | |||
Standard Deviation | 10.06 | |||
Balance Sheet | VTWNX-NASDAQ | Click to Compare |
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Total Assets | 35.77B | |||
Operating Ratios | VTWNX-NASDAQ | Click to Compare |
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Expense Ratio | 0.08% | |||
Turnover Ratio | 4.00% | |||
Performance | VTWNX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 9.26% | |||
Last Bear Market Total Return | -9.20% | |||