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TIER I – Vanguard Target Retirement Funds 

Investment Performance and Annual Expense Factor (net of fees return)

as of 4/30/24

Fund Name Birth Date – assumes retirement at Age 65 YTD  1 Year 3 Year 5 Year Annual Expense Factor (net)
Vanguard Target Retirement Income Fund VTINX 1956 and earlier -0.15% 5.34%  -0.07%  3.45%  0.08% 
Vanguard Target Retirement 2020 Fund VTWNX 1953-1957 0.37% 6.94%  0.40%  4.71%  0.08% 
Vanguard Target Retirement 2025 Fund VTTVX 1958-1962  0.98%  8.88%  0.84%  5.51%  0.08% 
Vanguard Target Retirement 2030 Fund VTHRX 1963-1967 1.44% 10.28%  1.31%  6.22%  0.08% 
Vanguard Target Retirement 2035 Fund VTTHX 1968-1972 1.94% 11.52% 1.84% 6.91% 0.08%
Vanguard Target Retirement 2040 Fund VFORX 1973-1977 2.42% 12.86% 2.36% 7.62% 0.08%
Vanguard Target Retirement 2045 Fund VTIVX 1978-1982 2.93% 14.13%  2.87%  8.33%  0.08% 
Vanguard Target Retirement 2050 Fund VFIFX 1983-1987  3.24%  14.94%  3.18%  8.56%  0.08% 
Vanguard Target Retirement 2055 Fund VFFVX 1988-1992 3.23% 14.91%  3.17%  8.55%  0.08% 
Vanguard Target Retirement 2060 Fund VTTSX 1993-1997 3.24% 14.93%  3.19%  8.56%  0.08% 
Vanguard Target Retirement 2065 Fund VLXVX 1998 – 2022 3.24%  14.92%  3.20%  8.54% 0.08% 
Vanguard Target Retirement 2070 Fund VSVNX 2022 and later  3.25% 15.02%  NA  NA  0.08% 

 

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