Page 63 - AugDefComp

Risk Analysis 6/30/2021

Asset Class: Balanced

Ticker 3 Yr Return 3 Yr Risk Info Sharpe 3 Yr Risk Rank
Total Excess Total Excess Ratio Ratio

RISK / RETURN (3-Year)

Vanguard Instl Trgt Retire 2055 Instl VIVLX 14.20 0.97 16.64 0.96 1.01 0.80 27
16.0
S&P Target Date 2055 13.23 0.00 16.92 0.00 0.74 40
Target-Date 2055 Median (50 funds) VILVX 14.07 0.84 17.10 1.65 0.46 0.79 50 3 Yr
Return (Total Annualized Return, %) 8.0 S&P Target Date 2060+ VSXFX 13.30 0.00 16.98 0.00 0.60 0.74 42 3 Yr
12.0
0.93
Vanguard Instl Trgt Retire 2060 Instl
14.23
16.68
0.95
0.80
31
0.98
0.94
50
Target-Date 2060 Median (44 funds)
0.79
14.24
1.68
17.12
14.13
0.85
0.97
0.83
16.70
26
0.80
Vanguard Instl Trgt Retire 2065 Instl
33
16.98
0.74
0.00
S&P Target Date 2060+
0.00
13.30
1.83
50
Target-Date 2065+ Median (5 funds)
0.77
0.65
14.13
17.65
0.83
4.0
0.0 3 Yr
0.0 4.5 9.0 13.5 18.0
Risk (Total Annualized StdDev, %)
RISK / RETURN PEER RANK (3-Year)
1
Return Rank (Total Return Rank, %) 50
25
75

100
0.0 4.5 9.0 13.5 18.0
Risk (Total Annualized StdDev, %)

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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