Page 334 - DCAC February 2024 Files

Vanguard Target Ret 2030 12/31/23

PEER GROUP ANALYSIS - IM Mixed-Asset Target 2030 (MF) RISK VS. RETURN (5 YEARS*)
20.0 10.0

15.0
8.0

10.0 Return (%)
Return 6.0

5.0
4.0

0.0
2.0
3.0 6.0 9.0 12.0 15.0 18.0
-5.0
Risk (Standard Deviation %)
Last Year 1 3 5 7 10
Quarter To Date Year Years Years Years Years Standard
Return
¢ £ Vanguard Target Ret 2030 9.53 (36) 16.03 (5) 16.03 (5) 2.66 (32) 8.37 (32) 7.45 (25) 6.58 (13) Deviation
˜  Vanguard Target 2030 Composite Index 9.51 (38) 16.26 (5) 16.26 (5) 3.05 (17) 8.83 (7) 7.81 (9) 6.92 (4) ¢ £ Vanguard Target Ret 2030 8.37 13.16
˜  Vanguard Target 2030 Composite Index 8.83 12.99
Median 9.33 14.36 14.36 2.33 8.01 7.02 5.93 ¾ Median 8.01 13.05
CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS
2022 2021 2020 2019 2018 2017 2016
Vanguard Target Ret 2030 -16.27 (51) 11.38 (52) 14.10 (35) 21.07 (32) -5.86 (38) 17.52 (34) 7.85 (32)
Vanguard Target 2030 Composite Index -15.71 (41) 11.66 (44) 14.98 (18) 21.34 (26) -5.72 (35) 17.66 (30) 8.11 (26)
IM Mixed-Asset Target 2030 (MF) Median -16.21 11.46 12.85 20.13 -6.34 16.91 7.31

ASSET ALLOCATION UP/DOWN CAPTURE (01/01/19 - 12/31/23)
150.0
Equities 61.4% 125.0
Up Capture 100.0
Fixed Income 36.2%
Other
2.3% 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% 20.0% 40.0% 60.0% 80.0%
Vanguard Target Ret 2030
*If less than 5 years, data is since inception of fund share class.

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