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Standardized Performance 6/30/2021
Annualized Returns Since Inception Pre-Inception
YTD 1 Yr 3 Yr 5 Yr 10 Yr Return Date Returns
Target-Date 2035
Vanguard Instl Trgt Retire 2035 Instl 9.05 29.34 12.64 12.45 9.83 06/26/2015 No
S&P Target Date 2035 9.91 30.35 11.93 11.82 9.37
Target-Date 2040
Vanguard Instl Trgt Retire 2040 Instl 10.22 32.73 13.34 13.34 10.37 06/26/2015 No
S&P Target Date 2040 11.00 33.56 12.60 12.55 9.82
Target-Date 2045
Vanguard Instl Trgt Retire 2045 Instl 11.34 36.10 14.07 13.96 10.86 06/26/2015 No
S&P Target Date 2045 11.66 35.51 12.97 12.99 10.10
Target-Date 2050
Vanguard Instl Trgt Retire 2050 Instl 11.51 36.49 14.17 14.01 10.91 06/26/2015 No
S&P Target Date 2050 12.00 36.49 13.15 13.30
Target-Date 2055
Vanguard Instl Trgt Retire 2055 Instl 11.51 36.50 14.20 14.03 10.92 06/26/2015 No
S&P Target Date 2055 12.17 37.01 13.23 13.46
Target-Date 2060
Vanguard Instl Trgt Retire 2060 Instl 11.51 36.54 14.23 14.04 10.92 06/26/2015 No
S&P Target Date 2060+ 12.08 36.88 13.30 13.61 10.54
Target-Date 2065+
Vanguard Instl Trgt Retire 2065 Instl 11.49 36.49 14.13 13.19 07/12/2017 No
S&P Target Date 2060+ 12.08 36.88 13.30 13.61 10.54
Large Value
American Funds American Mutual R6 13.54 28.98 12.45 12.21 11.72 13.40 05/01/2009 Yes
Russell 1000 Value Index 17.05 43.68 12.42 11.87 11.61
Large Blend
American Funds Fundamental Invs R6 14.23 39.45 15.64 16.21 13.63 15.31 05/01/2009 Yes
Parnassus Core Equity Institutional 15.16 42.64 21.38 18.02 15.30 12.28 04/28/2006 Yes
Vanguard Institutional Index I 15.24 40.77 18.65 17.62 14.81 10.67 07/31/1990 No
Vanguard Total Stock Mkt Idx Adm 15.24 44.33 18.75 17.90 14.70 8.37 11/13/2000 Yes
S&P 500 Index 15.25 40.79 18.67 17.65 14.84
Large Growth
American Funds Growth Fund of Amer R6 11.14 43.41 20.79 21.41 16.35 17.11 05/01/2009 Yes
Russell 1000 Growth Index 12.99 42.50 25.14 23.66 17.87
*Results shown for periods of time prior to “Inception Date” include Pre-Inception Returns. Note however that “Since Inception Returns” always reflect results for the actual share class and thus do not
include Pre-Inception Returns. Please see “Important Information" section for details.
Past performance is no guarantee of future results. Rankings provided based on total returns. Performance quoted for mutual funds may include performance of a predecessor
fund/share class prior to the share class commencement of operations.
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