394-395 / 499
Performance vs Category and Index
Security Name
Ticker
QTR YTD 1Yr
3Yr
5Yr 10Yr
2016 2015 2014 2013 2012
Vanguard Target Retirement 2030 Inv
VTHRX
0.42 7.85 7.85 4.58 9.50 4.98 7.85 -1.03 7.17 20.49 14.24
Morningstar Target-Date 2030
0.34 7.33 7.33 3.53 8.07 3.89 7.33 -1.67 5.26 16.83 13.79
Rank in Category
50
32
32
6
18 11
32
33
6
27
40
BM Index - DJ US Target 2030 TR USD
1.33 9.12 9.12 6.01 10.46 6.35 9.12 -0.15 9.35 22.04 13.12
Vanguard Target Retirement 2035 Inv
VTTHX
0.78 8.26 8.26 4.66 10.15 5.09 8.26 -1.26 7.24 22.82 15.16
Morningstar Target-Date 2035
0.75 7.57 7.57 3.64 8.94 4.15 7.57 -1.62 5.33 20.29 14.76
Rank in Category
54
32
32
9
16 10
32
41
10
25
41
BM Index - DJ US Target 2035 TR USD
2.19 10.36 10.36 6.49 11.68 6.68 10.36 -0.45 9.92 25.86 14.31
Vanguard Target Retirement 2040 Inv
VFORX
1.13 8.73 8.73 4.66 10.51 5.26 8.73 -1.59 7.15 24.37 15.56
Morningstar Target-Date 2040
0.86 7.95 7.95 3.74 8.99 4.05 7.95 -1.85 5.48 20.07 14.86
Rank in Category
45
27
27 16
14
8
27
47
13
18
35
BM Index - DJ US Target 2040 TR USD
2.89 11.37 11.37 6.86 12.59 6.99 11.37 -0.70 10.35 28.75 15.15
Vanguard Target Retirement 2045 Inv
VTIVX
1.24 8.87 8.87 4.72 10.54 5.27 8.87 -1.57 7.16 24.37 15.58
Morningstar Target-Date 2045
1.08 7.93 7.93 3.78 9.61 4.22 7.93 -1.69 5.46 22.27 15.41
Rank in Category
48
28
28 13
18 10
28
47
13
27
46
BM Index - DJ US Target 2045 TR USD
3.37 12.06 12.06 7.11 13.09 7.22 12.06 -0.87 10.61 30.31 15.53
Vanguard Target Retirement 2050 Inv
VFIFX
1.25 8.85 8.85 4.72 10.54 5.27 8.85 -1.58 7.18 24.34 15.58
Morningstar Target-Date 2050
0.99 8.22 8.22 3.87 9.35 4.13 8.22 -1.88 5.64 21.25 15.27
Rank in Category
47
29
29 20
17
9
29
49
18
31
48
BM Index - DJ US Target 2050 TR USD
3.57 12.36 12.36 7.20 13.19 7.26 12.36 -0.92 10.67 30.51 15.55
Vanguard Target Retirement 2055 Inv
VFFVX
1.26 8.88 8.88 4.68 10.51
-
8.88 -1.72 7.19 24.33 15.58
Morningstar Target-Date 2055
1.15 8.00 8.00 3.90 9.86 5.64 8.00 -1.68 5.60 23.07 15.64
Rank in Category
47
27
27 17
27
-
27
54
17
33
54
BM Index - DJ US Target 2050 TR USD
3.57 12.36 12.36 7.20 13.19 7.26 12.36 -0.92 10.67 30.51 15.55
Funds listed in
Blue
are alternative funds. Funds listed in
Green
are fund additions.