C000155406 Performance — Vanguard Institutional Target Retirement 2050 Fund, Institutional Shares
Data updated: 2022-03-01
C000155406 returned +16.59% 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 8.51% a year. In the 12 months to Dec 2021 the fund took in a net $10.6B, and assets reached $37.09B.
C000155406 Growth of $100
What $100 invested in Vanguard Institutional Target Retirement 2050 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000155406 | Category average |
|---|---|---|
| 1 year (Jan 2021 – Dec 2021) | $117 | $112 |
| Since data start (Jul 2019 – Dec 2021) | $147 | $135 |
C000155406 Trailing Returns
Total returns to Dec 2021, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +16.59% |
| 3 years (annualised) | +16.64% |
C000155406 Annual Returns
Calendar-year total returns of Vanguard Institutional Target Retirement 2050 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2021 | +16.59% |
| 2020 | +16.33% |
| 2019 (Jul–Dec) | +8.33% |
C000155406 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% | +3.8% | +1.4% | +1.3% | +0.6% | +2.2% | −3.8% | +4.5% | −2.3% | +3.5% |
| 2020 | −1.0% | −6.7% | −13.3% | +10.2% | +4.7% | +2.8% | +4.7% | +5.3% | −2.6% | −1.9% | +11.2% | +4.5% |
| 2019 | — | — | — | — | — | — | +0.1% | −1.7% | +1.8% | +2.4% | +2.4% | +3.0% |
C000155406 Risk
Risk measures from monthly returns over Jan 2021 – Dec 2021.
- 1-year volatility (annualised): 8.51%
- Best month: +4.54% (Oct 2021)
- Worst month: −3.76% (Sep 2021)
C000155406 Fund Flows
Monthly money in and out of Vanguard Institutional Target Retirement 2050 Fund, from SEC Form N-PORT.
- 12-month net flow: $10.6B
- 12-month gross sales (incl. reinvestments): $15.2B
- Sales ÷ redemptions: 3.32×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Dec 2021 | $1.3B | $1.2B | $152.3M |
| Nov 2021 | $856.6M | $233.9M | $622.7M |
| Oct 2021 | $899.0M | $330.6M | $568.4M |
| Sep 2021 | $742.7M | $565.5M | $177.3M |
| Aug 2021 | $1.8B | $296.1M | $1.5B |
| Jul 2021 | $990.1M | $287.9M | $702.2M |
| Jun 2021 | $1.4B | $363.0M | $1.0B |
| May 2021 | $1.6B | $300.1M | $1.3B |
| Apr 2021 | $1.7B | $175.8M | $1.5B |
| Mar 2021 | $2.0B | $291.2M | $1.7B |
| Feb 2021 | $1.1B | $240.3M | $867.1M |
| Jan 2021 | $771.3M | $335.7M | $435.6M |
C000155406 Assets Under Management
Net assets of Vanguard Institutional Target Retirement 2050 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2021-12-31 | $37.09B |
| 2021-09-30 | $34.50B |
| 2021-06-30 | $32.48B |
| 2021-03-31 | $26.76B |
| 2020-12-31 | $22.68B |
| 2020-09-30 | $19.59B |
| 2020-06-30 | $18.33B |
| 2020-03-31 | $14.94B |
| 2019-12-31 | $17.40B |
| 2019-09-30 | $16.03B |
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.