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TIER I – Vanguard Target Retirement Funds Instl.

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

as of 09/30/21

Fund Name Birth Date – assumes retirement at Age 65 YTD  1 Year 3 Year 5 Year Annual Expense Factor (net)
Vanguard Target Retirement Fund Instl  VITRX 1947 and earlier  3.22% 8.59%  7.61%  6.28%  0.09% 
Vanguard Target Retirement 2015 Fund Instl  VITVX 1948-1952  3.62% 9.65%  7.82%  7.21%  0.09% 
Vanguard Target Retirement 2020 Fund Instl   VITWX 1953-1957  5.14% 13.43%  9.05%  8.64%  0.09% 
Vanguard Target Retirement 2025 Fund Instl   VRIVX 1958-1962   6.12%  16.06%  9.92%  9.68%  0.09% 
Vanguard Target Retirement 2030 Fund Instl   VTTWX 1963-1967  7.11% 18.40%  10.51%  10.49%  0.09% 
Vanguard Target Retirement 2035 Fund Instl   VITFX 1968-1972 8.11% 20.70% 11.05% 11.29% 0.09%
Vanguard Target Retirement 2040 Fund Instl   VIRSX 1973-1977 9.17% 23.12% 11.59% 12.08% 0.09%
Vanguard Target Retirement 2045 Fund Instl   VITLX 1978-1982  10.17% 25.49%  12.19%  12.65%  0.09% 
Vanguard Target Retirement 2050 Fund Instl  VTRLX 1983-1987  10.31%  25.78%  12.28%  12.70%  0.09% 
Vanguard Target Retirement 2055 Fund Instl  VIVLX 1988-1992  10.32% 25.78%  12.31%  12.72%  0.09% 
Vanguard Target Retirement 2060 Fund Instl  VILVX 1993-1997 10.32% 25.79%  12.33%  12.72%  0.09% 
Vanguard Target Retirement 2065 Fund Instl  VSXFX 1998 and later 10.29%  27.75%  12.26%  n/a 0.09% 

 

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