Nasdaq - Delayed Quote USD

Vanguard Target Retirement 2030 Fund (VTHRX)

35.90 +0.25 (+0.70%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.18%
5y Average Return 6.32%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Apr 22, 2024) 26.72%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 26.72%
Worst 3Y Total Return 2.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VTHRX
Category
YTD
4.54%
7.97%
1-Month
2.29%
0.98%
3-Month
4.54%
5.18%
1-Year
14.78%
25.53%
3-Year
3.34%
11.28%
5-Year
7.36%
10.98%
10-Year
6.87%
8.54%
Last Bull Market
23.82%
17.21%
Last Bear Market
-11.67%
-15.52%

Annual Total Return (%) History

Year
VTHRX
Category
2024
--
--
2023
16.03%
--
2022
-16.27%
--
2021
11.38%
--
2020
14.10%
12.99%
2019
21.07%
20.07%
2018
-5.86%
-6.25%
2017
17.52%
16.57%

2016
7.85%
7.33%
2015
-1.03%
-1.79%
2014
7.17%
5.04%
2013
20.49%
16.65%
2012
14.24%
13.59%
2011
-1.27%
-2.26%
2010
14.43%
13.47%
2009
26.72%
28.87%
2008
-32.91%
-36.04%
2007
7.49%
6.50%
2006
--
13.60%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.54% -- -- --
2023 5.67% 3.56% -3.20% 9.53%
2022 -5.65% -11.67% -5.93% 6.81%
2021 2.49% 5.25% -0.78% 4.06%
2020 -14.76% 14.58% 5.70% 10.52%
2019 9.54% 3.41% 0.89% 5.95%
2018 -0.56% 0.78% 3.09% -8.86%
2017 5.10% 3.29% 3.88% 4.21%
2016 1.30% 1.92% 4.02% 0.42%
2015 2.31% -0.24% -6.31% 3.49%

2014 1.74% 4.20% -1.19% 2.32%
2013 6.63% 0.24% 5.88% 6.46%
2012 10.04% -3.13% 5.43% 1.66%
2011 4.43% 0.62% -13.04% 8.05%
2010 4.56% -9.11% 10.95% 8.53%
2009 -9.20% 16.23% 14.88% 4.53%
2008 -7.71% -1.54% -9.46% -18.45%
2007 1.82% 5.45% 2.23% -2.07%
2006 4.32% 6.96% -- --

Rank in Category (By Total Return)

YTD 55
1-Month 60
3-Month 55
1-Year 24
3-Year 33
5-Year 36

Load Adjusted Returns

1-Year 14.78%
3-Year 3.34%
5-Year 7.36%
10-Year 6.87%

Performance & Risk

YTD Return 1.18%
5y Average Return 6.32%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Target-Date 2030
Fund Family Vanguard
Net Assets 92.8B
YTD Return 4.54%
Yield 2.48%
Morningstar Rating
Inception Date Jun 07, 2006

Fund Summary

The fund invests in a mix of Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2030 (the target year). The fund's asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase.

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