VFORX - Vanguard Target Retirement 2040 Inv

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return20.71%
5-Year Average Return11.47%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Dec 30, 2017)28.32%
Worst 1 Yr Total Return (Dec 30, 2017)-34.53%
Best 3-Yr Total Return28.32%
Worst 3-Yr Total Return-3.35%

Trailing Returns (%) Vs. Benchmarks

ReturnVFORXCategory
YTD20.71%19.52%
1-Month1.27%1.10%
3-Month5.00%4.71%
1-Year20.71%19.52%
3-Year8.91%8.23%
5-Year11.47%10.03%
10-Year6.49%5.49%
Last Bull Market20.20%18.48%
Last Bear Market-17.37%-16.46%

Annual Total Return (%) History

Year
VFORXCategory
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
N/A14.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20176.02%3.75%4.51%5.00%
20160.84%1.81%4.72%1.13%
20152.39%0.13%-7.93%4.26%
20141.66%4.62%-1.53%2.31%
20137.64%0.60%6.77%7.57%
201211.32%-3.81%5.97%1.85%
20114.84%0.44%-14.93%8.79%
20104.72%-10.18%11.77%9.54%
2009-9.72%17.13%15.75%4.83%
2008-8.16%-1.60%-9.87%-19.62%
20071.83%5.64%2.24%-2.27%
20064.29%7.14%N/AN/A

Rank In Category (By Total Return)

YTD25
1-Month28
3-Month29
1-Year25
3-Year26
5-Year11

Load Adjusted Returns

1-Year20.71%
3-Year8.91%
5-Year11.47%
10-Year6.49%