Test the historical performance of Vanguard IRA fund strategies
Note: Fund prices use a 0 placeholder before their inception date. VTIAX data starts 2006-06-23; VEMAX starts 2009-08-05. Earlier dates use predecessor fund data scaled for continuity.
| Strategy | Annualized CAGR % | Final Value | Total Return % | Max Drawdown % | Volatility % |
|---|
Annualized CAGR = Compound annual growth rate over calendar period | Total Return = (Final Value - Total Invested) / Total Invested
Max Drawdown = Largest peak-to-trough decline | Volatility = Annualized standard deviation of returns