Page 40 - AugDefComp

Fund Performance by Asset Class 6/30/2021

Trailing Performance

Ticker Annualized Returns / Peer Ranks Since Inception
1 Yr / 3 Yr / 5 Yr / 10 Yr /
3 Mo YTD Return Date
Peer Rank Peer Rank Peer Rank Peer Rank

Balanced
Target-Date Retirement
Vanguard Instl Trgt Retire Inc Instl VITRX 3.21 3.32 12.04 / 53 8.12 / 39 6.70 / 49 6.07 06/26/2015
S&P Target Date Retirement Income 3.06 3.09 11.12 / 63 7.44 / 66 6.29 / 63 5.42 / 53
Target-Date Retirement Median 3.34 3.66 12.97 / 50 7.97 / 50 6.68 / 50 5.53 / 50
Number of Funds in Peer Group 38 38 37 35 32 23
Target-Date 2015
Vanguard Instl Trgt Retire 2015 Instl VITVX 3.41 3.79 13.61 / 91 8.51 / 77 7.82 / 75 6.68 06/26/2015
S&P Target Date 2015 3.77 4.95 16.08 / 69 8.74 / 74 8.01 / 72 6.82 / 80
Target-Date 2015 Median 3.90 5.32 17.31 / 50 9.31 / 50 8.30 / 50 7.16 / 50
Number of Funds in Peer Group 33 32 32 31 25 17
Target-Date 2020
Vanguard Instl Trgt Retire 2020 Instl VITWX 4.21 5.56 18.96 / 53 10.06 / 37 9.44 / 35 7.87 06/26/2015
S&P Target Date 2020 3.90 5.42 17.42 / 72 9.02 / 71 8.63 / 71 7.35 / 71
Target-Date 2020 Median 4.27 6.07 19.02 / 50 9.96 / 50 9.20 / 50 7.76 / 50
Number of Funds in Peer Group 45 44 43 42 33 21
Target-Date 2025

Vanguard Instl Trgt Retire 2025 Instl VRIVX 4.79 6.78 22.81 / 38 11.17 / 30 10.62 / 25 8.68 06/26/2015
S&P Target Date 2025 4.43 6.92 21.67 / 55 10.06 / 69 9.76 / 67 8.07 / 59
Target-Date 2025 Median 4.79 6.77 22.27 / 50 10.73 / 50 10.20 / 50 8.17 / 50
Number of Funds in Peer Group 56 55 54 51 42 29
Target-Date 2030
Vanguard Instl Trgt Retire 2030 Instl VTTWX 5.27 7.93 26.11 / 45 11.92 / 39 11.55 / 32 9.26 06/26/2015
S&P Target Date 2030 4.92 8.31 25.71 / 57 10.95 / 72 10.76 / 73 8.72 / 55
Target-Date 2030 Median 5.27 8.18 26.02 / 50 11.73 / 50 11.33 / 50 8.85 / 50
Number of Funds in Peer Group 55 54 53 50 42 26
Target-Date 2035
Vanguard Instl Trgt Retire 2035 Instl VITFX 5.70 9.05 29.34 / 63 12.64 / 43 12.45 / 43 9.83 06/26/2015
S&P Target Date 2035 5.45 9.91 30.35 / 48 11.93 / 73 11.82 / 75 9.37 / 56
Target-Date 2035 Median 5.81 9.56 30.02 / 50 12.56 / 50 12.30 / 50 9.55 / 50
Number of Funds in Peer Group 54 53 52 50 41 28

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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