C000155403 Performance — Vanguard Institutional Target Retirement 2035 Fund, Institutional Shares
Data updated: 2022-03-01
C000155403 returned +13.12% over one year to Dec 2021. Over one year the fund beat its Target-Date category average: $100 grew to $113, against $112 for the category. Volatility over the past 12 months was 6.94% a year. In the 12 months to Dec 2021 the fund took in a net $13.5B, and assets reached $55.08B.
C000155403 Growth of $100
What $100 invested in Vanguard Institutional Target Retirement 2035 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000155403 | Category average |
|---|---|---|
| 1 year (Jan 2021 – Dec 2021) | $113 | $112 |
| Since data start (Jul 2019 – Dec 2021) | $140 | $135 |
C000155403 Trailing Returns
Total returns to Dec 2021, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +13.12% |
| 3 years (annualised) | +14.25% |
C000155403 Annual Returns
Calendar-year total returns of Vanguard Institutional Target Retirement 2035 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2021 | +13.12% |
| 2020 | +14.80% |
| 2019 (Jul–Dec) | +7.43% |
C000155403 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% | +1.7% | +1.8% | +3.3% | +1.2% | +1.2% | +0.8% | +1.7% | −3.2% | +3.6% | −1.7% | +2.8% |
| 2020 | −0.5% | −5.4% | −11.3% | +8.8% | +4.0% | +2.5% | +4.1% | +4.3% | −2.1% | −1.7% | +9.4% | +3.8% |
| 2019 | — | — | — | — | — | — | +0.2% | −1.0% | +1.5% | +2.0% | +2.0% | +2.5% |
C000155403 Risk
Risk measures from monthly returns over Jan 2021 – Dec 2021.
- 1-year volatility (annualised): 6.94%
- Best month: +3.64% (Oct 2021)
- Worst month: −3.24% (Sep 2021)
C000155403 Fund Flows
Monthly money in and out of Vanguard Institutional Target Retirement 2035 Fund, from SEC Form N-PORT.
- 12-month net flow: $13.5B
- 12-month gross sales (incl. reinvestments): $20.7B
- Sales ÷ redemptions: 2.85×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Dec 2021 | $1.8B | $1.9B | −$117.1M |
| Nov 2021 | $1.1B | $332.1M | $759.0M |
| Oct 2021 | $1.2B | $368.3M | $844.3M |
| Sep 2021 | $852.1M | $821.7M | $30.4M |
| Aug 2021 | $2.3B | $486.6M | $1.8B |
| Jul 2021 | $1.4B | $444.1M | $953.8M |
| Jun 2021 | $1.7B | $669.1M | $1.1B |
| May 2021 | $2.3B | $474.9M | $1.8B |
| Apr 2021 | $2.9B | $315.1M | $2.6B |
| Mar 2021 | $2.7B | $488.8M | $2.2B |
| Feb 2021 | $1.4B | $446.2M | $964.5M |
| Jan 2021 | $940.3M | $486.3M | $454.0M |
C000155403 Assets Under Management
Net assets of Vanguard Institutional Target Retirement 2035 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2021-12-31 | $55.08B |
| 2021-09-30 | $52.38B |
| 2021-06-30 | $50.03B |
| 2021-03-31 | $42.04B |
| 2020-12-31 | $37.17B |
| 2020-09-30 | $33.05B |
| 2020-06-30 | $31.43B |
| 2020-03-31 | $26.67B |
| 2019-12-31 | $30.61B |
| 2019-09-30 | $28.70B |
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.