C000180146 Performance — Vanguard Institutional Target Retirement 2065 Fund, Institutional Shares
Data updated: 2022-03-01
C000180146 returned +16.56% 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 8.50% a year. In the 12 months to Dec 2021 the fund took in a net $830.4M, and assets reached $1.61B.
C000180146 Growth of $100
What $100 invested in Vanguard Institutional Target Retirement 2065 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000180146 | Category average |
|---|---|---|
| 1 year (Jan 2021 – Dec 2021) | $117 | $112 |
| Since data start (Jul 2019 – Dec 2021) | $147 | $135 |
C000180146 Trailing Returns
Total returns to Dec 2021, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +16.56% |
| 3 years (annualised) | +16.57% |
C000180146 Annual Returns
Calendar-year total returns of Vanguard Institutional Target Retirement 2065 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2021 | +16.56% |
| 2020 | +16.18% |
| 2019 (Jul–Dec) | +8.34% |
C000180146 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% | +2.1% | −3.7% | +4.5% | −2.3% | +3.5% |
| 2020 | −1.0% | −6.7% | −13.4% | +10.2% | +4.7% | +2.8% | +4.7% | +5.3% | −2.6% | −2.0% | +11.3% | +4.5% |
| 2019 | — | — | — | — | — | — | +0.1% | −1.6% | +1.8% | +2.4% | +2.4% | +3.0% |
C000180146 Risk
Risk measures from monthly returns over Jan 2021 – Dec 2021.
- 1-year volatility (annualised): 8.50%
- Best month: +4.54% (Oct 2021)
- Worst month: −3.73% (Sep 2021)
C000180146 Fund Flows
Monthly money in and out of Vanguard Institutional Target Retirement 2065 Fund, from SEC Form N-PORT.
- 12-month net flow: $830.4M
- 12-month gross sales (incl. reinvestments): $1.1B
- Sales ÷ redemptions: 3.70×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Dec 2021 | $112.6M | $59.9M | $52.6M |
| Nov 2021 | $98.1M | $16.0M | $82.2M |
| Oct 2021 | $109.9M | $31.3M | $78.6M |
| Sep 2021 | $77.5M | $27.1M | $50.3M |
| Aug 2021 | $106.5M | $22.2M | $84.3M |
| Jul 2021 | $86.7M | $23.9M | $62.8M |
| Jun 2021 | $96.4M | $19.9M | $76.6M |
| May 2021 | $108.1M | $20.2M | $87.9M |
| Apr 2021 | $102.4M | $18.2M | $84.2M |
| Mar 2021 | $113.9M | $17.8M | $96.1M |
| Feb 2021 | $68.2M | $23.0M | $45.2M |
| Jan 2021 | $57.6M | $28.0M | $29.5M |
C000180146 Assets Under Management
Net assets of Vanguard Institutional Target Retirement 2065 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2021-12-31 | $1.61B |
| 2021-09-30 | $1.35B |
| 2021-06-30 | $1.17B |
| 2021-03-31 | $856.71M |
| 2020-12-31 | $654.59M |
| 2020-09-30 | $505.78M |
| 2020-06-30 | $444.95M |
| 2020-03-31 | $336.19M |
| 2019-12-31 | $306.93M |
| 2019-09-30 | $246.41M |
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.