Page 331 - DCAC February 2024 Files

Vanguard Target Ret Inc 12/31/23

PEER GROUP ANALYSIS - IM Mixed-Asset Target Today (MF) RISK VS. RETURN (5 YEARS*)
16.0 8.0

12.0
6.0

8.0 Return (%)
Return 4.0

4.0
2.0

0.0
0.0
2.0 4.0 6.0 8.0 10.0 12.0 14.0
-4.0
Risk (Standard Deviation %)
Last Year 1 3 5 7 10
Quarter To Date Year Years Years Years Years Standard
Return
¢ £ Vanguard Target Ret Inc 7.34 (56) 10.74 (44) 10.74 (44) 0.56 (48) 4.83 (52) 4.34 (52) 4.09 (37) Deviation
˜  Vanguard Target Income Composite Index 7.33 (56) 10.80 (41) 10.80 (41) 0.76 (36) 5.13 (36) 4.58 (36) 4.32 (28) ¢ £ Vanguard Target Ret Inc 4.83 7.86
˜  Vanguard Target Income Composite Index 5.13 7.76
Median 7.58 10.63 10.63 0.46 4.85 4.34 3.84 ¾ Median 4.85 9.01
CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS
2022 2021 2020 2019 2018 2017 2016
Vanguard Target Ret Inc -12.74 (49) 5.25 (69) 10.02 (34) 13.16 (56) -1.99 (11) 8.47 (61) 5.25 (46)
Vanguard Target Income Composite Index -12.44 (41) 5.44 (66) 10.70 (20) 13.41 (50) -1.97 (9) 8.68 (55) 5.35 (39)
IM Mixed-Asset Target Today (MF) Median -12.92 6.16 9.50 13.34 -3.57 8.92 5.13

ASSET ALLOCATION UP/DOWN CAPTURE (01/01/19 - 12/31/23)
150.0
Fixed Income 69.5% 125.0
Up Capture 100.0
Equities 28.7%
Other
1.6% 75.0
Cash 0.1% 50.0
50.0 65.0 80.0 95.0 110.0 125.0 140.0 150.0
Convertibles 0.0%
Down Capture
0.0% 25.0% 50.0% 75.0% 100.0%
Vanguard Target Ret Inc
*If less than 5 years, data is since inception of fund share class.

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