C000155396 Performance — Vanguard Institutional Target Retirement 2055 Fund, Institutional Shares
Data updated: 2022-03-01
C000155396 returned +16.54% over one year to Dec 2021. Over one year the fund beat its Target-Date category average: $100 grew to $117, against $112 for the category. Volatility over the past 12 months was 8.53% a year. In the 12 months to Dec 2021 the fund took in a net $7.3B, and assets reached $22.06B.
C000155396 Growth of $100
What $100 invested in Vanguard Institutional Target Retirement 2055 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000155396 | Category average |
|---|---|---|
| 1 year (Jan 2021 – Dec 2021) | $117 | $112 |
| Since data start (Jul 2019 – Dec 2021) | $147 | $135 |
C000155396 Trailing Returns
Total returns to Dec 2021, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +16.54% |
| 3 years (annualised) | +16.63% |
C000155396 Annual Returns
Calendar-year total returns of Vanguard Institutional Target Retirement 2055 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2021 | +16.54% |
| 2020 | +16.36% |
| 2019 (Jul–Dec) | +8.33% |
C000155396 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | −0.3% | +2.4% | +2.4% | +3.9% | +1.4% | +1.3% | +0.6% | +2.2% | −3.7% | +4.5% | −2.3% | +3.5% |
| 2020 | −1.0% | −6.7% | −13.3% | +10.2% | +4.7% | +2.8% | +4.6% | +5.3% | −2.6% | −2.0% | +11.3% | +4.5% |
| 2019 | — | — | — | — | — | — | +0.1% | −1.6% | +1.8% | +2.4% | +2.4% | +3.1% |
C000155396 Risk
Risk measures from monthly returns over Jan 2021 – Dec 2021.
- 1-year volatility (annualised): 8.53%
- Best month: +4.52% (Oct 2021)
- Worst month: −3.75% (Sep 2021)
C000155396 Fund Flows
Monthly money in and out of Vanguard Institutional Target Retirement 2055 Fund, from SEC Form N-PORT.
- 12-month net flow: $7.3B
- 12-month gross sales (incl. reinvestments): $9.9B
- Sales ÷ redemptions: 3.83×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Dec 2021 | $874.5M | $627.2M | $247.4M |
| Nov 2021 | $555.7M | $138.2M | $417.5M |
| Oct 2021 | $645.9M | $153.4M | $492.6M |
| Sep 2021 | $513.5M | $312.8M | $200.7M |
| Aug 2021 | $1.2B | $183.6M | $989.0M |
| Jul 2021 | $690.0M | $178.9M | $511.1M |
| Jun 2021 | $852.3M | $248.4M | $603.9M |
| May 2021 | $1.1B | $183.8M | $883.7M |
| Apr 2021 | $1.0B | $93.0M | $955.9M |
| Mar 2021 | $1.2B | $153.6M | $1.1B |
| Feb 2021 | $702.0M | $126.7M | $575.4M |
| Jan 2021 | $507.9M | $182.1M | $325.8M |
C000155396 Assets Under Management
Net assets of Vanguard Institutional Target Retirement 2055 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2021-12-31 | $22.06B |
| 2021-09-30 | $20.16B |
| 2021-06-30 | $18.71B |
| 2021-03-31 | $15.19B |
| 2020-12-31 | $12.60B |
| 2020-09-30 | $10.82B |
| 2020-06-30 | $9.97B |
| 2020-03-31 | $7.98B |
| 2019-12-31 | $9.01B |
| 2019-09-30 | $7.97B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.