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TIER I – Vanguard Target Retirement Funds 

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

as of 12/31/22

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  -12.74% -12.74%  0.34%  2.30%  0.08% 
Vanguard Target Retirement 2020 Fund VTWNX 1953-1957  -14.15% -14.15%  1.33%  3.22%  0.08% 
Vanguard Target Retirement 2025 Fund VTTVX 1958-1962  -15.55%  -15.55%  1.66%  3.58%  0.08% 
Vanguard Target Retirement 2030 Fund VTHRX 1963-1967  -16.27% -16.27%  2.09%  3.94%  0.08% 
Vanguard Target Retirement 2035 Fund VTTHX 1968-1972 -16.62% -16.62% 2.64% 4.34% 0.08%
Vanguard Target Retirement 2040 Fund VFORX 1973-1977 -16.98% -16.98% 3.17% 4.74% 0.08%
Vanguard Target Retirement 2045 Fund VTIVX 1978-1982  -17.36% -17.36%  3.74%  5.14%  0.08% 
Vanguard Target Retirement 2050 Fund VFIFX 1983-1987  -17.46%  -17.46%  3.80%  5.18%  0.08% 
Vanguard Target Retirement 2055 Fund VFFVX 1988-1992  -17.46% -17.46%  3.79%  5.18%  0.08% 
Vanguard Target Retirement 2060 Fund VTTSX 1993-1997 -17.46% -17.46%  3.79%  5.18%  0.08% 
Vanguard Target Retirement 2065 Fund VLXVX 1998 and later -17.39%  -17.39%  3.78%  5.15% 0.08% 

 

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