Nasdaq - Delayed Quote USD

Vanguard Target Retirement 2040 Fund (VFORX)

40.58 +0.29 (+0.72%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.26%
5y Average Return 7.85%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 28.32%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 28.32%
Worst 3Y Total Return 3.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VFORX
Category
YTD
5.85%
10.80%
1-Month
2.64%
1.06%
3-Month
5.85%
6.14%
1-Year
17.94%
33.59%
3-Year
4.69%
12.99%
5-Year
8.96%
12.87%
10-Year
7.95%
9.72%
Last Bull Market
29.77%
19.05%
Last Bear Market
-13.17%
-17.54%

Annual Total Return (%) History

Year
VFORX
Category
2024
--
--
2023
18.34%
--
2022
-16.98%
--
2021
14.56%
--
2020
15.47%
14.56%
2019
23.86%
23.19%
2018
-7.32%
-7.74%
2017
20.71%
19.52%

2016
8.73%
7.95%
2015
-1.59%
-1.99%
2014
7.15%
5.25%
2013
24.37%
19.97%
2012
15.56%
14.64%
2011
-2.55%
-3.49%
2010
15.17%
14.37%
2009
28.32%
30.90%
2008
-34.53%
-37.94%
2007
7.48%
6.21%
2006
--
14.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.85% -- -- --
2023 6.21% 4.57% -3.34% 10.23%
2022 -5.66% -13.17% -6.33% 8.20%
2021 3.82% 6.11% -0.98% 5.02%
2020 -18.25% 17.29% 6.80% 12.76%
2019 10.96% 3.46% 0.49% 7.38%
2018 -0.53% 0.90% 3.79% -11.03%
2017 6.02% 3.75% 4.51% 5.00%
2016 0.84% 1.81% 4.72% 1.13%
2015 2.39% 0.13% -7.93% 4.26%

2014 1.66% 4.62% -1.53% 2.31%
2013 7.64% 0.60% 6.77% 7.57%
2012 11.32% -3.81% 5.97% 1.85%
2011 4.84% 0.44% -14.93% 8.79%
2010 4.72% -10.18% 11.77% 9.54%
2009 -9.72% 17.13% 15.75% 4.83%
2008 -8.16% -1.60% -9.87% -19.62%
2007 1.83% 5.64% 2.24% -2.27%
2006 4.29% 7.14% -- --

Rank in Category (By Total Return)

YTD 72
1-Month 87
3-Month 72
1-Year 70
3-Year 55
5-Year 50

Load Adjusted Returns

1-Year 17.94%
3-Year 4.69%
5-Year 8.96%
10-Year 7.95%

Performance & Risk

YTD Return 3.26%
5y Average Return 7.85%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family Vanguard
Net Assets 85.09B
YTD Return 5.85%
Yield 2.25%
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 2040 (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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