Page 43 - 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

Target-Date 2040
Vanguard Instl Trgt Retire 2040 Instl VIRSX 6.14 10.22 32.73 / 59 13.34 / 45 13.34 / 32 10.37 06/26/2015
S&P Target Date 2040 5.79 11.00 33.56 / 50 12.60 / 80 12.55 / 74 9.82 / 59
Target-Date 2040 Median 6.20 10.93 33.48 / 50 13.16 / 50 13.08 / 50 10.04 / 50
Number of Funds in Peer Group 54 53 52 50 42 26
Target-Date 2045
Vanguard Instl Trgt Retire 2045 Instl VITLX 6.56 11.34 36.10 / 53 14.07 / 43 13.96 / 30 10.86 06/26/2015
S&P Target Date 2045 6.00 11.66 35.51 / 63 12.97 / 79 12.99 / 80 10.10 / 58
Target-Date 2045 Median 6.56 11.95 36.28 / 50 13.81 / 50 13.63 / 50 10.15 / 50
Number of Funds in Peer Group 54 53 52 50 41 27
Target-Date 2050
Vanguard Instl Trgt Retire 2050 Instl VTRLX 6.64 11.51 36.49 / 69 14.17 / 41 14.01 / 40 10.91 06/26/2015
S&P Target Date 2050 6.08 12.00 36.49 / 69 13.15 / 82 13.30 / 76
Target-Date 2050 Median 6.65 12.21 37.50 / 50 13.98 / 50 13.76 / 50 10.37 / 50
Number of Funds in Peer Group 54 53 52 50 42 24
Target-Date 2055
Vanguard Instl Trgt Retire 2055 Instl VIVLX 6.65 11.51 36.50 / 73 14.20 / 43 14.03 / 43 10.92 06/26/2015
S&P Target Date 2055 6.15 12.17 37.01 / 70 13.23 / 79 13.46 / 74
Target-Date 2055 Median 6.70 12.33 38.35 / 50 14.07 / 50 13.96 / 50 10.52 / 50
Number of Funds in Peer Group 54 53 52 50 39 18
Target-Date 2060
Vanguard Instl Trgt Retire 2060 Instl VILVX 6.66 11.51 36.54 / 74 14.23 / 52 14.04 / 54 10.92 06/26/2015
S&P Target Date 2060+ 6.12 12.08 36.88 / 69 13.30 / 83 13.61 / 80 10.54 / NA
Target-Date 2060 Median 6.67 12.45 39.25 / 50 14.24 / 50 14.06 / 50
Number of Funds in Peer Group 54 52 51 44 29 0
Target-Date 2065+
Vanguard Instl Trgt Retire 2065 Instl VSXFX 6.62 11.49 36.49 / 75 14.13 / 50 13.19 07/12/2017
S&P Target Date 2060+ 6.12 12.08 36.88 / 74 13.30 / 95 13.61 / NA 10.54 / NA
Target-Date 2065+ Median 6.76 12.51 39.94 / 50 14.13 / 50
Number of Funds in Peer Group 36 32 17 5 0 0

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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