454-455 / 537
ABC Company Retirement Plan
Performance vs Category and Index
Security Name
Ticker
QTR YTD 1Yr
3Yr
5Yr 10Yr
2016 2015 2014 2013 2012
Vanguard Target Retirement 2035 Inv
VTTHX 3.58 9.30 14.99 5.66 10.63 5.25 8.26 -1.26 7.24 22.82 15.16
Morningstar Target-Date 2035
3.46 8.99 14.62 4.81 9.41 4.47 7.60 -1.63 5.34 20.28 14.77
Rank in Category
48 42 39 17
16 18 35
40
10 25
41
BM Index - DJ Target 2035 TR USD
2.90 8.12 12.74 4.78 9.50 5.01 8.49 -1.61 5.80 19.90 13.92
Vanguard Target Retirement 2040 Inv
VFORX 3.75 10
.00 16.49 5.85 11.10 5.50 8.73 -1.59 7.15 24.37 15.56
Morningstar Target-Date 2040
3.47 9.23 15.09 4.88 9.51 4.27 7.97 -1.86 5.48 20.07 14.86
Rank in Category
44 32
27 18
11 12
27
47
13
18 35
BM Index - DJ Target 2040 TR USD
3.08 8.92 15.00 5.21 10.36 5.27 9.30 -1.94 6.03 22.38 14.88
Vanguard Target Retirement 2045 Inv
VTIVX 3.84 10.27 17.02 5.98 11.18 5.52 8.87 -1.57 7.16 24.37 15.58
Morningstar Target-Date 2045
3.76 9.84 16.30 5.15 10.11 4.61 7.95 -1.70 5.46 22.26 15.41
Rank in Category
46 33 32 18
13 16 28
47
13
27 46
BM Index - DJ Target 2045 TR USD
3.21 9.48 16.55 5.49 10.86 5.50 9.85 -2.15 6.16 23.71 15.32
Vanguard Target Retirement 2050 Inv
VFIFX 3.84 10.27 16.99 5.99 11.18 5.52 8.85 -1.58 7.18 24.34 15.58
Morningstar Target-Date 2050
3.63 9.66 15.93 5.10 9.95 4.36 8.23 -1.88 5.65 21.24 15.27
Rank in Category
48
37
37 19
14 15
31
48
18
31 48
BM Index - DJ Target 2050 TR USD
3.27 9.72 17.21 5.63 10.99 5.56 10.10 -2.23 6.19 23.89 15.35
Vanguard Target Retirement 2055 Inv
VFFVX 3.84 10.24 16.99 5.93 11.15
-
8.88 -1.72 7.19 24.33 15.58
Morningstar Target-Date 2055
3.84 10.07 16.67 5.34 10.49 5.71 8.01 -1.69 5.61 23.04 15.64
Rank in Category
52 43
41 23 23
-
29
54
17 32
54
BM Index - DJ Target 2055 TR USD
3.27 9.73 17.23 5.63 10.99 5.56 10.11 -2.23 6.19 23.89 15.35
Vanguard Target Retirement 2060 Inv
VTTSX 3.86 10.26 17.00 5.92 11.17
-
8.84 -1.68 7.16 24.35
-
Morningstar Target-Date 2060+
3.83 10.14 16.90 5.43 11.17
-
7.81 -1.12 5.53 24.35
-
Rank in Category
49 45 44 36
1
-
22
72
1
1
-
BM Index - DJ Target 2060 TR USD
3.27 9.73 17.23 5.63 10.99 5.56 10.10 -2.23 6.19 23.89 15.35
Funds listed in
Blue
are alternative funds. Funds listed in
Green
are fund additions.