VANGUARD TARGET Competition
| VTWNX Fund | USD 27.39 -0.08 -0.29% |
Correlation: VANGUARD TARGET vs AMERICAN FUNDS Details
Very poor diversification
Across the chosen horizon, VTWNX and RBHEX show a correlation of 0.89 and fall into the Very poor diversification bucket. This matters because lower overlap can improve diversification, while higher overlap leaves more of the same risk inside the portfolio.
Moving together with VANGUARD Mutual Fund
Mean reversion opportunities in VANGUARD TARGET's arise when market prices disconnect from fundamental anchors such as earnings, book value, or historical price-to-earnings multiples.
VANGUARD TARGET Competition Correlation Matrix
Competition correlation for Vanguard Target Retirement matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. Used correctly, correlation analysis helps separate broad industry exposure from company-specific behavior before additional capital is allocated across the peer group.
Risk-Adjusted Indicators
There is a big difference between VANGUARD Mutual Fund performing well and VANGUARD TARGET Mutual Fund doing well as a business compared to the competition. Without reviewing risk-adjusted indicators, investors may overweight recent returns and underweight the volatility required to achieve them. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| VTTSX | 0.53 | 0.03 | 0.05 | -0.01 | 0.74 | 0.82 | 3.84 | |||
| VTINX | 0.20 | 0.01 | 0.11 | -0.02 | 0.29 | 0.36 | 1.50 | |||
| VGHCX | 0.73 | -0.02 | 0.00 | -0.08 | 0.00 | 1.55 | 4.69 | |||
| RRMGX | 0.66 | -0.04 | 0.00 | -0.09 | 0.00 | 1.22 | 4.05 | |||
| VLXVX | 0.53 | 0.03 | 0.05 | -0.01 | 0.73 | 0.82 | 3.83 | |||
| PREIX | 0.54 | 0.00 | 0.00 | -0.04 | 0.00 | 0.84 | 3.53 | |||
| TRRCX | 0.38 | 0.02 | 0.07 | -0.01 | 0.56 | 0.62 | 2.73 | |||
| RBHEX | 0.56 | 0.01 | 0.00 | -0.04 | 0.00 | 0.86 | 3.88 |
VANGUARD TARGET Competitive Analysis
| Better Than Average | Worse Than Peers | View Performance Chart |
VANGUARD TARGET Competition Peer Performance Charts
How to Analyze VANGUARD TARGET Against Peers
VANGUARD TARGET's peer analysis compares VANGUARD TARGET with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:- Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
- Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
- Check valuation dispersion: Review whether VANGUARD TARGET trades at a premium or discount versus peers and why.
- Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
- Document the thesis: Record where VANGUARD TARGET leads or lags and what catalysts could close or widen the gap.
Peer Comparison Metrics & Methodology
The competition page for VANGUARD TARGET helps identify potential substitutes and alternatives from an investment perspective, not just from a business or market-share perspective. Peer comparisons can reduce single-name bias by forcing a wider operating and valuation context.
For Vanguard Target Retirement, this section uses fund disclosures and market reference feeds with Macroaxis normalization rules applied to keep cross-asset comparisons consistent. Intraday timing differences may exist.