Investment FactsheetInv. Data as of 07/31/23.VANGUARD TARGET RETIREMENT 2030 FUNDVTHRXMANAGERS(S)LONGEST MANAGER TENURERoach/Nejman/Aliaga-Dí… 10.44 YearsTARGET-DATE 2030MFPRODUCT ASSETS ($MM)Product: 84089.46 MillionINCEPTION DATEProduct: 6/7/2006 Share Class: 6/7/2006Fi360 FIDUCIARY SCORE®SCOREBENCHMARK LEGENDHISTORICAL Fi360 FIDUCIARY SCORES AT QUARTER END00207PEERS2550025Broad Index:Morningstar Mod Tgt Risk TRUSDBest-fit Index:Morningstar Gbl Allocation TRUSDVOLATILITY METRICS50Standard Deviation7575100100SHORTFALL00000000000018 190018000Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q218 18 19 19 19 19 20 20 20 20 21 21 21 21 22 22 22 22 23 230 POINTS0 PERCENTILE5 YR ROLLING AVG: 33 YR ROLLING AVG: 5SHORTFALL1 YR R. AVG: 7CRITERIAINVESTMENTMINIMUM CRITERIAManager Tenure (longest)Product AssetsExpense Ratio10.44 Years84,089.46 Million0.08% (2nd percentile)>= 2 Years>= 75 MillionTop 75% of peer groupAlpha (3yr)Sharpe (3yr)1yr Total Return3yr Total Return5yr Total Return0.75% (31st percentile)0.35% (29th percentile)6.71% (15th percentile)5.53% (27th percentile)5.84% (26th percentile)Top 50% of peer groupTop 50% of peer groupTop 50% of peer groupTop 50% of peer groupTop 50% of peer groupRANKVALUE51 (207 Peers)52 (181 Peers)12.713.1RANKVALUE3 YR29 (207 Peers)0.355 YR19 (181 Peers)0.373 YR5 YRSharpe RatioMPT STATISTICSMeasured Against Broad Index BenchmarkAlphaThe Fi360 Fiduciary Score® is a peer percentile ranking of an investment against a set of quantitative duediligence criteria selected to reflect prudent fiduciary management. The Fi360 Fiduciary Score® Average is aone-, three-, five-, or ten-year rolling average of an investment’s Fi360 Fiduciary Score®. All Scores are colorcoded based on the quartile they fall in (1st - Green; 2nd - Light Green; 3rd - Yellow; 4th - Red). The compositionand style criteria may be excluded in the table above due to the investment’s peer group. Investments withoutthe required inception date (3 years) will not receive a Fiduciary Score.PERFORMANCERANKVALUE3 YR31 (207 Peers)0.755 YR24 (181 Peers)0.28R-SquaredRANKVALUE3 YR19 (207 Peers)98.825 YR5 (181 Peers)98.97Beta1 MO3 MOYTD1 YR3 YR5 YR10 YRTotal Return (no load)Total Return (with load)Percentile RankNumber of Peers2.362.364.994.9912.0212.026.716.71152175.535.53272075.845.84261817.067.0619136Peer Group Median+/- Best Fit Index2.084.2410.745.665.225.446.5-0.070.220.49-0.091.310.971.36Mutual funds and Exchange Traded Funds (ETFs) are sold by prospectus. Please consider the investmentobjectives, risks, charges and expenses carefully before investing. The prospectus, and, if available, thesummary prospectus, which contains this and other information, can be obtained by calling your financialadvisor. Read the prospectus and, if available, the summary prospectus carefully before you invest. Theperformance information shown represents past performance and is not a guarantee of future results.Investment returns and principal value of an investment will fluctuate so that when shares are redeemed, theymay be worth more or less than their original cost. Current performance may be higher or lower than the datashown. For the most recent month-end performance and information on expenses, visitwww.fi360.com/directory. Percentile ranks calculated by Fi360, are based on the return shown compared to peergroup (1 = top rank), do not account for sales charges, and are not provided for periods under a year.3 YR5 YR1.041.08Measured Against Best-Fit Index3 YRALPHAR-SQUAREDBETA1.2799.350.99EXPENSESNet Expense RatioGross Expense RatioInitial InvestmentInvestment and Insurance Products: NOT FDIC Insured / NO Bank Guarantee / MAY Lose ValuePlease see important disclosures in the Statement of Additional Disclosures. © 2023, Broadridge Financial Solutions, Inc. All rights reserved. The analysisand opinions generated by Broadridge and its affiliates do not constitute professional investment advice and are provided solely for informational purposes.0.080.081,000
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