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This article was originally published at The HumbleDollarJUST HOW ROUGH HAS 2022 been for retirees? Vanguard Target Retirement Income Fund (symbol: VTINX) is down nearly 6% so far...
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 995 | 995 | 1093 | 1255 | 1200 | 1635 |
| Fund Return | -0.46% | -0.46% | 9.3% | 7.85% | 3.71% | 5.04% |
| Place in category | 86 | 86 | 58 | 61 | 58 | 37 |
| % in Category | 61 | 61 | 47 | 48 | 48 | 45 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| The Vanguard Target Retire Inc Trus | 23.55B | -0.42 | 7.88 | 5.09 | ||
| The Vanguard Target Retire Incm Tru | 23.55B | -0.42 | 7.87 | 5.08 | ||
| Vanguard Target Retire Trust Plus I | 23.55B | -0.42 | 7.89 | 5.10 | ||
| Vanguard Market Neutral Inv | 370.79M | 5.66 | 11.56 | 3.92 | ||
| US92203J8606 | 61.9M | -0.52 | 5.45 | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| The Vanguard Target Retire Inc Trus | 23.55B | -0.42 | 7.88 | 5.09 | ||
| Vanguard Target Retire Trust Plus I | 23.55B | -0.42 | 7.89 | 5.10 | ||
| The Vanguard Target Retire Incm Tru | 23.55B | -0.42 | 7.87 | 5.08 | ||
| BlackRock LifePath Index Retire K | 10.27B | 0.20 | 8.77 | 5.79 | ||
| JPMorgan SmartRetirement Blend Inc6 | 1.51B | -0.45 | 9.34 | 5.66 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market II Idx Inv | - | 36.57 | - | - | |
| Vanguard Total Stock Mkt Idx Instl Pls | - | 18.03 | - | - | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 16.13 | - | - | |
| Vanguard Total Intl Bd II Idx Insl | - | 15.43 | - | - | |
| Vanguard Total Intl Stock Index Inv | - | 13.20 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | BUY | Strong Buy |
| Summary | Strong Buy | Buy | Strong Buy |
| Brokers | Regulation | Minimum Deposit | |
|---|---|---|---|
| Cyprus Securities and Exchange Commission (Cyprus), The National Bank of the Republic of Belarus (Belarus), The Financial Conduct Authority (United Kingdom), Australian Securities and Investments Commission (Australia) | $20 | Start Trading |
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