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    Vanguard Target Retirement 2040 Inv (VFORX)

    31.79 Down 0.04(0.13%) Feb 24

    Risk as of Jan 30, 2017Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up7
    Number of Years Down3
    Best 1 Yr Total Return(Dec 30, 2009):28.32%
    Worst 1 Yr Total Return(Dec 30, 2008):-34.53%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticVFORXCategory
    Alpha (against Standard Index)-0.19-0.95
    Beta (against Standard Index)1.431.35
    Mean Annual Return0.570.48
    R-squared (against Standard Index)96.9692.67
    Standard Deviation9.559.26
    Sharpe Ratio0.700.60
    Treynor Ratio4.523.96
    5 Years
    StatisticVFORXCategory
    Alpha (against Standard Index)0.01-0.85
    Beta (against Standard Index)1.431.34
    Mean Annual Return0.830.71
    R-squared (against Standard Index)97.1292.81
    Standard Deviation9.559.19
    Sharpe Ratio1.030.91
    Treynor Ratio6.856.14
    10 Years
    StatisticVFORXCategory
    Alpha (against Standard Index)-1.68-3.04
    Beta (against Standard Index)1.461.49
    Mean Annual Return0.530.43
    R-squared (against Standard Index)98.0295.49
    Standard Deviation14.6015.15
    Sharpe Ratio0.380.29
    Treynor Ratio3.212.24