Page 78 - MayDefComp
P. 78
Fund Performance by Asset Class 3/31/2021
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 Target Retirement Income Inv VTINX 0.08 0.08 17.02 / 56 7.06 / 36 6.38 / 55 5.66 / 24 5.56 10/27/2003
S&P Target Date Retirement Income 0.03 0.03 16.64 / 59 6.62 / 59 6.04 / 63 5.27 / 47
Target-Date Retirement Median 0.18 0.18 17.45 / 50 6.76 / 50 6.42 / 50 5.20 / 50
Number of Funds in Peer Group 38 38 37 35 32 22
Target-Date 2015
Vanguard Target Retirement 2015 Inv VTXVX 0.32 0.32 19.57 / 91 7.41 / 80 7.45 / 80 6.73 / 63 6.41 10/27/2003
S&P Target Date 2015 1.14 1.14 22.79 / 63 7.75 / 69 7.63 / 74 6.55 / 78
Target-Date 2015 Median 1.21 1.21 24.77 / 50 8.02 / 50 7.94 / 50 6.80 / 50
Number of Funds in Peer Group 32 32 32 31 25 17
Target-Date 2025
Vanguard Target Retirement 2025 Inv VTTVX 1.86 1.86 32.57 / 40 9.62 / 35 9.95 / 27 8.31 / 15 7.34 10/27/2003
S&P Target Date 2025 2.38 2.38 30.77 / 58 8.92 / 65 9.24 / 65 7.69 / 55
Target-Date 2025 Median 1.86 1.86 31.31 / 50 9.34 / 50 9.68 / 50 7.78 / 50
Number of Funds in Peer Group 55 55 54 50 42 28
Target-Date 2035
Vanguard Target Retirement 2035 Inv VTTHX 3.17 3.17 41.87 / 59 10.86 / 53 11.57 / 45 9.33 / 24 8.11 10/27/2003
S&P Target Date 2035 4.22 4.22 42.83 / 50 10.53 / 62 11.08 / 72 8.86 / 57
Target-Date 2035 Median 3.68 3.68 42.75 / 50 10.90 / 50 11.36 / 50 9.04 / 50
Number of Funds in Peer Group 53 53 52 49 41 27
Target-Date 2045
Vanguard Target Retirement 2045 Inv VTIVX 4.47 4.47 51.64 / 51 12.03 / 42 12.89 / 33 10.04 / 20 8.70 10/27/2003
S&P Target Date 2045 5.33 5.33 49.94 / 70 11.41 / 64 12.12 / 75 9.52 / 48
Target-Date 2045 Median 5.00 5.00 51.65 / 50 11.80 / 50 12.64 / 50 9.50 / 50
Number of Funds in Peer Group 53 53 52 49 41 26
Target-Date 2055
Vanguard Target Retirement 2055 Inv VFFVX 4.54 4.54 51.79 / 67 12.07 / 48 12.92 / 48 10.06 / 28 11.41 08/18/2010
S&P Target Date 2055 5.67 5.67 51.99 / 64 11.63 / 64 12.54 / 64
Target-Date 2055 Median 5.30 5.30 54.41 / 50 12.05 / 50 12.80 / 50 9.75 / 50
Number of Funds in Peer Group 53 53 52 49 39 12
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.
Page 13

