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Vanguard Target Retirement 2040 Inv (VFORX)

29.22 Up 0.44(1.53%) Oct 21

Risk as of Sep 29, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:3
Number of Years Up5
Number of Years Down2
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)0.65-0.95
Beta (against Standard Index)1.421.36
Mean Annual Return1.421.24
R-squared (against Standard Index)97.6193.87
Standard Deviation10.4010.19
Sharpe Ratio1.641.44
Treynor Ratio12.5711.18
5 Years
StatisticVFORXCategory
Alpha (against Standard Index)-1.20-2.33
Beta (against Standard Index)1.481.44
Mean Annual Return1.020.90
R-squared (against Standard Index)98.2194.70
Standard Deviation12.8012.60
Sharpe Ratio0.950.85
Treynor Ratio8.127.39
10 Years
StatisticVFORXCategory
Alpha (against Standard Index)N/A-3.28
Beta (against Standard Index)N/A1.52
Mean Annual ReturnN/A0.60
R-squared (against Standard Index)N/A97.33
Standard DeviationN/A14.92
Sharpe RatioN/A0.38
Treynor RatioN/A3.10