Page 338 - DCAC February 2024 Files

Vanguard Target Ret 2050 12/31/23

PEER GROUP ANALYSIS - IM Mixed-Asset Target 2050 (MF) RISK VS. RETURN (5 YEARS*)
26.0 12.6
11.7
20.0
10.8
14.0 Return (%)
Return 9.9

8.0 9.0

8.1
2.0
7.2
12.0 14.0 16.0 18.0 20.0
-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 2050 10.79 (63) 20.17 (38) 20.17 (38) 4.91 (39) 10.93 (36) 9.42 (23) 7.99 (19) Deviation
˜  Vanguard Target 2050 Composite Index 10.78 (64) 20.48 (29) 20.48 (29) 5.27 (24) 11.37 (7) 9.78 (11) 8.34 (6) ¢ £ Vanguard Target Ret 2050 10.93 16.63
˜  Vanguard Target 2050 Composite Index 11.37 16.50
Median 11.04 19.84 19.84 4.73 10.66 9.07 7.44 ¾ Median 10.66 17.04
CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS
2022 2021 2020 2019 2018 2017 2016
Vanguard Target Ret 2050 -17.46 (30) 16.41 (70) 16.39 (37) 24.98 (41) -7.90 (34) 21.39 (33) 8.85 (32)
Vanguard Target 2050 Composite Index -17.07 (20) 16.75 (59) 17.17 (29) 25.37 (30) -7.77 (27) 21.55 (26) 9.13 (26)
IM Mixed-Asset Target 2050 (MF) Median -18.30 17.00 15.52 24.67 -8.55 20.76 8.11

ASSET ALLOCATION UP/DOWN CAPTURE (01/01/19 - 12/31/23)
150.0
Equities 87.6% 125.0
Up Capture 100.0
Fixed Income 9.7%
Other
2.6% 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% 50.0% 100.0% 150.0%
Vanguard Target Ret 2050
*If less than 5 years, data is since inception of fund share class.

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