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Risk Analysis 3/31/2021

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 Target Retirement Income Inv VTINX 7.06 0.45 6.10 0.76 0.59 0.91 33
14.0
S&P Target Date Retirement Income 6.62 0.00 6.42 0.00 0.80 46
0.07
Target-Date Retirement Median (35 funds) VTXVX 6.76 -0.34 6.59 1.87 -0.25 0.84 50 3 Yr
0.14
Return (Total Annualized Return, %) 7.0 S&P Target Date 2015 VTTVX 7.75 0.00 11.31 0.00 0.25 0.76 44 3 Yr
10.5
1.37
7.25
11
7.41
0.82
Vanguard Target Retirement 2015 Inv
8.32
50
8.63
0.27
0.78
Target-Date 2015 Median (31 funds)
8.02
1.36
9.62
0.70
0.74
62
0.91
Vanguard Target Retirement 2025 Inv
0.77
0.70
49
0.00
0.00
10.95
S&P Target Date 2025
8.92
0.42
Target-Date 2025 Median (50 funds)
10.96
0.74
9.34
1.58
50
0.26
3.5
1.00
0.34
Vanguard Target Retirement 2035 Inv
0.70
10.53
57
S&P Target Date 2035 VTTHX 10.86 0.00 14.00 0.00 0.34 0.66 40 3 Yr
14.51
0.0
Target-Date 2035 Median (49 funds) 10.90 0.37 14.13 1.67 0.17 0.70 50
0.0 4.5 9.0 13.5 18.0
3 Yr
Risk (Total Annualized StdDev, %) Vanguard Target Retirement 2045 Inv VTIVX 12.03 0.62 16.59 0.91 0.68 0.68 46
S&P Target Date 2045 11.41 0.00 16.33 0.00 0.65 36
RISK / RETURN PEER RANK (3-Year) Target-Date 2045 Median (49 funds) 11.80 0.39 16.72 1.65 0.25 0.68 50
3 Yr
1 Vanguard Target Retirement 2055 Inv VFFVX 12.07 0.45 16.60 0.96 0.47 0.68 28
S&P Target Date 2055 11.63 0.00 16.85 0.00 0.65 39
Target-Date 2055 Median (49 funds) 12.05 0.43 17.05 1.68 0.31 0.67 50 3 Yr
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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