Morningstar® Investment Profile™   Investment
Option Disclosure
  Morningstar®
Disclosure
  Format
for Print
Vanguard Target Retirement 2060 Trust Plus
A Commingled Fund
Please click on the Investment Option Disclosure link above for more information.
Release date as of 2021-10-31. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Average Below Avg 188
5-Year Average Below Avg 124
10-Year --- --- Not Rated ---
Overall Average Below Avg 188
Morningstar Category: Target-Date 2060 | Number of Funds in Category: 188
Data through 2021-10-31
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 16.25
Mean 16.86
Sharpe Ratio 0.98
Trailing 3-Yr as of 2021-10-31
  Modern Portfolio Theory Statistics
Best Fit Index
MSCI ACWI NR USD
R-Squared 100
Beta 0.92
Alpha 0.55
Trailing 3-Yr as of 2021-10-31
  Principal Risks   
Credit and Counterparty, Inflation-Protected Securities, Prepayment (Call), Country or Region, Income, Index Correlation/Tracking Error, Interest Rate, Market/Market Volatility, Underlying Fund/Fund of Funds, Passive Management, Portfolio Diversification, Target Date
Show Risk Definitions
Show Data Definitions

© Copyright 2021 Morningstar, Inc.
All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance.
Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.