C000155400 Performance — Vanguard Institutional Target Retirement 2020 Fund, Institutional Shares
Data updated: 2022-03-01
C000155400 returned +8.29% over one year to Dec 2021. Over one year the fund trailed its Target-Date category average: $100 grew to $108, against $112 for the category. Volatility over the past 12 months was 4.61% a year. In the 12 months to Dec 2021 the fund took in a net $4.7B, and assets reached $32.10B.
C000155400 Growth of $100
What $100 invested in Vanguard Institutional Target Retirement 2020 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000155400 | Category average |
|---|---|---|
| 1 year (Jan 2021 – Dec 2021) | $108 | $112 |
| Since data start (Jul 2019 – Dec 2021) | $128 | $135 |
C000155400 Trailing Returns
Total returns to Dec 2021, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +8.29% |
| 3 years (annualised) | +10.49% |
C000155400 Annual Returns
Calendar-year total returns of Vanguard Institutional Target Retirement 2020 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2021 | +8.29% |
| 2020 | +12.09% |
| 2019 (Jul–Dec) | +5.72% |
C000155400 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% | +0.7% | +0.9% | +2.3% | +0.9% | +0.9% | +1.0% | +1.0% | −2.3% | +2.3% | −1.0% | +1.6% |
| 2020 | +0.2% | −3.2% | −8.0% | +6.3% | +2.8% | +1.9% | +3.1% | +2.6% | −1.3% | −1.2% | +6.4% | +2.6% |
| 2019 | — | — | — | — | — | — | +0.3% | 0.0% | +0.9% | +1.4% | +1.3% | +1.7% |
C000155400 Risk
Risk measures from monthly returns over Jan 2021 – Dec 2021.
- 1-year volatility (annualised): 4.61%
- Best month: +2.33% (Apr 2021)
- Worst month: −2.34% (Sep 2021)
C000155400 Fund Flows
Monthly money in and out of Vanguard Institutional Target Retirement 2020 Fund, from SEC Form N-PORT.
- 12-month net flow: $4.7B
- 12-month gross sales (incl. reinvestments): $12.0B
- Sales ÷ redemptions: 1.63×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Dec 2021 | $1.5B | $1.5B | $18.8M |
| Nov 2021 | $470.2M | $419.2M | $51.1M |
| Oct 2021 | $547.8M | $549.7M | −$2.0M |
| Sep 2021 | $591.3M | $679.4M | −$88.2M |
| Aug 2021 | $1.2B | $602.7M | $645.6M |
| Jul 2021 | $601.7M | $519.0M | $82.7M |
| Jun 2021 | $874.5M | $524.6M | $349.9M |
| May 2021 | $1.2B | $478.3M | $739.5M |
| Apr 2021 | $1.9B | $399.9M | $1.5B |
| Mar 2021 | $1.7B | $560.0M | $1.1B |
| Feb 2021 | $804.1M | $587.9M | $216.3M |
| Jan 2021 | $573.2M | $556.4M | $16.8M |
C000155400 Assets Under Management
Net assets of Vanguard Institutional Target Retirement 2020 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2021-12-31 | $32.10B |
| 2021-09-30 | $32.35B |
| 2021-06-30 | $31.85B |
| 2021-03-31 | $28.00B |
| 2020-12-31 | $26.35B |
| 2020-09-30 | $24.86B |
| 2020-06-30 | $24.52B |
| 2020-03-31 | $22.14B |
| 2019-12-31 | $24.91B |
| 2019-09-30 | $24.27B |
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.