Vanguard Target Retirement 2020 Fund
VTWNX
NASDAQ
| Weiss Ratings | VTWNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | VTWNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.82% | |||
| Dividend | VTWNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.15% | |||
| Asset Allocation | VTWNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.79% | |||
| Stock | 36.79% | |||
| U.S. Stock | 22.09% | |||
| Non-U.S. Stock | 14.70% | |||
| Bond | 61.38% | |||
| U.S. Bond | 45.34% | |||
| Non-U.S. Bond | 16.04% | |||
| Preferred | 0.00% | |||
| Convertible | 0.01% | |||
| Other Net | 0.03% | |||
| Price History | VTWNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.59% | |||
| 30-Day Total Return | 0.17% | |||
| 60-Day Total Return | 2.50% | |||
| 90-Day Total Return | 4.13% | |||
| Year to Date Total Return | 6.57% | |||
| 1-Year Total Return | 9.06% | |||
| 2-Year Total Return | 20.36% | |||
| 3-Year Total Return | 23.97% | |||
| 5-Year Total Return | 31.06% | |||
| Price | VTWNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $28.22 | |||
| 1-Month Low NAV | $28.05 | |||
| 1-Month High NAV | $28.39 | |||
| 52-Week Low NAV | $25.68 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $29.65 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | VTWNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.10 | |||
| Standard Deviation | 8.86 | |||
| Balance Sheet | VTWNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 35.28B | |||
| Operating Ratios | VTWNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.08% | |||
| Turnover Ratio | 4.00% | |||
| Performance | VTWNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 9.26% | |||
| Last Bear Market Total Return | -9.20% | |||