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TIER I – Vanguard Target Retirement Funds 

Investment Performance and Annual Expense Factor (net of fees return)

as of 8/31/22

Fund Name Birth Date – assumes retirement at Age 65 YTD  1 Year 3 Year 5 Year Annual Expense Factor (net)
Vanguard Target Retirement Income Fund VTINX 1956 and earlier  -11.17% -10.95%  1.93%  3.16%  0.08% 
Vanguard Target Retirement 2020 Fund VTWNX 1953-1957  -12.80% -12.33%  3.64%  4.45%  0.08% 
Vanguard Target Retirement 2025 Fund VTTVX 1958-1962  -14.41%  -13.78%  4.24%  4.90%  0.08% 
Vanguard Target Retirement 2030 Fund VTHRX 1963-1967  -15.25% -14.45%  4.95%  5.35%  0.08% 
Vanguard Target Retirement 2035 Fund VTTHX 1968-1972 -15.73% -14.75% 5.75% 5.86% 0.08%
Vanguard Target Retirement 2040 Fund VFORX 1973-1977 -16.27% -15.11% 6.53% 6.33% 0.08%
Vanguard Target Retirement 2045 Fund VTIVX 1978-1982  -16.81% -15.48%  7.32%  6.76%  0.08% 
Vanguard Target Retirement 2050 Fund VFIFX 1983-1987  -16.99%  -15.61%  7.35%  6.78%  0.08% 
Vanguard Target Retirement 2055 Fund VFFVX 1988-1992  -16.99% -15.59%  7.34%  6.77%  0.08% 
Vanguard Target Retirement 2060 Fund VTTSX 1993-1997 -16.99% -15.58%  7.34%  6.77%  0.08% 
Vanguard Target Retirement 2065 Fund VLXVX 1998 and later -16.93%  -15.55%  7.32%  6.74% 0.08% 

 

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