C000155402 Performance — Vanguard Institutional Target Retirement 2030 Fund, Institutional Shares
Data updated: 2022-03-01
C000155402 returned +11.52% over one year to Dec 2021. Over one year the fund trailed its Target-Date category average: $100 grew to $112, against $112 for the category. Volatility over the past 12 months was 6.24% a year. In the 12 months to Dec 2021 the fund took in a net $15.4B, and assets reached $59.77B.
C000155402 Growth of $100
What $100 invested in Vanguard Institutional Target Retirement 2030 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000155402 | Category average |
|---|---|---|
| 1 year (Jan 2021 – Dec 2021) | $112 | $112 |
| Since data start (Jul 2019 – Dec 2021) | $136 | $135 |
C000155402 Trailing Returns
Total returns to Dec 2021, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +11.52% |
| 3 years (annualised) | +13.11% |
C000155402 Annual Returns
Calendar-year total returns of Vanguard Institutional Target Retirement 2030 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2021 | +11.52% |
| 2020 | +14.10% |
| 2019 (Jul–Dec) | +6.94% |
C000155402 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 | −0.4% | +1.4% | +1.5% | +3.0% | +1.1% | +1.1% | +0.8% | +1.5% | −3.0% | +3.2% | −1.5% | +2.4% |
| 2020 | −0.2% | −4.7% | −10.3% | +8.1% | +3.6% | +2.3% | +3.8% | +3.7% | −1.9% | −1.5% | +8.5% | +3.4% |
| 2019 | — | — | — | — | — | — | +0.2% | −0.6% | +1.3% | +1.8% | +1.8% | +2.3% |
C000155402 Risk
Risk measures from monthly returns over Jan 2021 – Dec 2021.
- 1-year volatility (annualised): 6.24%
- Best month: +3.22% (Oct 2021)
- Worst month: −2.99% (Sep 2021)
C000155402 Fund Flows
Monthly money in and out of Vanguard Institutional Target Retirement 2030 Fund, from SEC Form N-PORT.
- 12-month net flow: $15.4B
- 12-month gross sales (incl. reinvestments): $23.5B
- Sales ÷ redemptions: 2.91×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Dec 2021 | $2.0B | $2.0B | −$24.2M |
| Nov 2021 | $1.2B | $376.2M | $815.2M |
| Oct 2021 | $1.2B | $549.1M | $684.5M |
| Sep 2021 | $1.1B | $946.1M | $164.7M |
| Aug 2021 | $2.6B | $524.1M | $2.1B |
| Jul 2021 | $1.6B | $517.9M | $1.1B |
| Jun 2021 | $1.9B | $557.6M | $1.4B |
| May 2021 | $2.6B | $587.5M | $2.1B |
| Apr 2021 | $3.3B | $267.2M | $3.1B |
| Mar 2021 | $3.2B | $553.5M | $2.6B |
| Feb 2021 | $1.7B | $583.9M | $1.1B |
| Jan 2021 | $1.0B | $581.2M | $462.3M |
C000155402 Assets Under Management
Net assets of Vanguard Institutional Target Retirement 2030 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2021-12-31 | $59.77B |
| 2021-09-30 | $57.28B |
| 2021-06-30 | $54.47B |
| 2021-03-31 | $45.44B |
| 2020-12-31 | $40.27B |
| 2020-09-30 | $35.98B |
| 2020-06-30 | $34.46B |
| 2020-03-31 | $29.67B |
| 2019-12-31 | $33.45B |
| 2019-09-30 | $31.38B |
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.