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ABC Company Retirement Plan
Performance vs Category and Index
Security Name
Ticker
QTR YTD 1Yr
3Yr
5Yr 10Yr
2016 2015 2014 2013 2012
Target Date
Vanguard Target Retirement Income Inv
VTINX 1.77 4.27 5.23 3.47 4.91 4.97 5.25 -0.17 5.54 5.87 8.23
Morningstar Target-Date Retirement
1.80 4.44 5.70 2.65 4.38 3.67 5.09 -1.40 4.17 5.42 8.59
Rank in Category
65 67 67 16
31
8
41
10
14
41 70
BM Index - DJ Target 2010 TR USD
1.43 3.20 1.67 1.71 3.25 4.00 3.33 -0.72 4.20 3.00 6.40
Vanguard Target Retirement 2010 Inv
VTENX 1.77 4.34 5.39 3.49 5.82 4.54 5.22 -0.20 5.93 9.10 10.12
Morningstar Target-Date 2000-2010
2.04 5.19 7.24 3.26 5.88 3.84 5.86 -1.15 4.58 9.68 10.33
Rank in Category
84 88 93 44 67 13 79
7
10 75 65
BM Index - DJ Target 2010 TR USD
1.43 3.20 1.67 1.71 3.25 4.00 3.33 -0.72 4.20 3.00 6.40
Vanguard Target Retirement 2015 Inv
VTXVX 2.33 5.79 8.13 4.20 7.27 4.86 6.16 -0.46 6.56 13.00 11.37
Morningstar Target-Date 2015
2.18 5.66 8.24 3.38 6.61 4.07 6.20 -1.38 4.69 11.99 11.45
Rank in Category
42 48 64 22 30
7 60
10
4 40
47
BM Index - DJ Target 2015 TR USD
1.77 4.03 2.37 2.31 4.31 4.03 4.51 -0.97 4.48 5.49 7.65
Vanguard Target Retirement 2020 Inv
VTWNX 2.79 7.01 10.30 4.85 8.40 5.07 6.95 -0.68 7.11 15.85 12.35
Morningstar Target-Date 2020
2.34 5.99 8.77 3.50 6.58 3.82 6.24 -1.46 4.91 11.61 11.79
Rank in Category
20 19
27
4
9
3 30
25
1 20
37
BM Index - DJ Target 2020 TR USD
2.25 5.16 4.50 2.92 5.62 4.20 5.27 -1.04 4.81 9.05 9.23
Vanguard Target Retirement 2025 Inv
VTTVX 3.10 7.83 11.95 5.18 9.17 5.10 7.48 -0.85 7.17 18.14 13.29
Morningstar Target-Date 2025
2.82 7.20 11.04 4.07 7.89 4.17 6.75 -1.46 5.18 15.62 13.14
Rank in Category
30 29 29
6
17 13 26
27
4 25 43
BM Index - DJ Target 2025 TR USD
2.44 6.03 7.01 3.55 6.98 4.47 6.39 -1.11 5.14 12.84 10.94
Vanguard Target Retirement 2030 Inv
VTHRX 3.29 8.56 13.40 5.42 9.90 5.10 7.85 -1.03 7.17 20.49 14.24
Morningstar Target-Date 2030
3.02 7.91 12.45 4.36 8.40 4.06 7.35 -1.67 5.27 16.83 13.79
Rank in Category
42
37 36 13
15 15
34
33
6
27 40
BM Index - DJ Target 2030 TR USD
2.68 7.14 10.01 4.27 8.37 4.76 7.50 -1.21 5.50 16.59 12.56
Funds listed in
Blue
are alternative funds. Funds listed in
Green
are fund additions.