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TIER I – Vanguard Target Retirement Funds 

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

as of 10/31/22

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  -14.55% -14.13%  0.24%  2.12%  0.08% 
Vanguard Target Retirement 2020 Fund VTWNX 1953-1957  -16.25% -15.73%  1.51%  3.14%  0.08% 
Vanguard Target Retirement 2025 Fund VTTVX 1958-1962  -17.90%  -17.30%  1.90%  3.49%  0.08% 
Vanguard Target Retirement 2030 Fund VTHRX 1963-1967  -18.71% -18.05%  2.45%  3.86%  0.08% 
Vanguard Target Retirement 2035 Fund VTTHX 1968-1972 -19.17% -18.46% 3.11% 4.29% 0.08%
Vanguard Target Retirement 2040 Fund VFORX 1973-1977 -19.63% -8.85% 3.77% 4.70% 0.08%
Vanguard Target Retirement 2045 Fund VTIVX 1978-1982  -20.12% -19.29%  4.42%  5.10%  0.08% 
Vanguard Target Retirement 2050 Fund VFIFX 1983-1987  -20.28%  -19.44%  4.47%  5.12%  0.08% 
Vanguard Target Retirement 2055 Fund VFFVX 1988-1992  -20.28% -19.42%  4.45%  5.12%  0.08% 
Vanguard Target Retirement 2060 Fund VTTSX 1993-1997 -20.27% -19.40%  4.45%  5.12%  0.08% 
Vanguard Target Retirement 2065 Fund VLXVX 1998 and later -20.21%  -19.37%  4.43%  5.10% 0.08% 

 

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