Nasdaq - Delayed Quote USD

Vanguard Target Retirement 2025 Fund (VTTVX)

18.67 +0.11 (+0.59%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.58%
5y Average Return 5.68%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 24.81%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 24.81%
Worst 3Y Total Return 1.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VTTVX
Category
YTD
3.81%
6.61%
1-Month
2.03%
0.92%
3-Month
3.81%
4.66%
1-Year
12.95%
21.54%
3-Year
2.68%
10.23%
5-Year
6.55%
9.75%
10-Year
6.31%
7.82%
Last Bull Market
20.88%
16.61%
Last Bear Market
-10.72%
-14.25%

Annual Total Return (%) History

Year
VTTVX
Category
2024
--
--
2023
14.55%
--
2022
-15.55%
--
2021
9.80%
--
2020
13.30%
11.84%
2019
19.63%
18.25%
2018
-5.15%
-5.34%
2017
15.94%
14.67%

2016
7.48%
6.73%
2015
-0.85%
-1.59%
2014
7.17%
5.07%
2013
18.14%
15.30%
2012
13.29%
13.03%
2011
-0.37%
-2.06%
2010
13.84%
13.29%
2009
24.81%
28.32%
2008
-30.05%
-34.15%
2007
7.59%
6.52%
2006
13.24%
14.16%
2005
5.45%
6.59%
2004
10.11%
8.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.81% -- -- --
2023 5.28% 3.02% -2.99% 8.87%
2022 -5.51% -10.72% -5.59% 6.03%
2021 1.86% 4.79% -0.65% 3.55%
2020 -12.95% 13.20% 5.17% 9.33%
2019 8.82% 3.35% 1.10% 5.22%
2018 -0.59% 0.65% 2.76% -7.74%
2017 4.59% 3.10% 3.52% 3.87%
2016 1.54% 1.95% 3.71% 0.11%
2015 2.24% -0.41% -5.53% 3.08%

2014 1.78% 3.99% -1.02% 2.30%
2013 6.03% -0.07% 5.42% 5.77%
2012 9.13% -2.61% 5.06% 1.47%
2011 4.04% 0.76% -11.49% 7.38%
2010 4.33% -7.96% 10.12% 7.66%
2009 -8.41% 14.84% 13.95% 4.14%
2008 -6.92% -1.49% -8.66% -16.48%
2007 1.84% 4.89% 2.37% -1.62%
2006 3.23% -1.32% 4.34% 6.55%
2005 -1.32% 2.14% 2.79% 1.78%
2004 2.85% -0.28% 0.37% 6.95%

Rank in Category (By Total Return)

YTD 47
1-Month 60
3-Month 47
1-Year 19
3-Year 27
5-Year 31

Load Adjusted Returns

1-Year 12.95%
3-Year 2.68%
5-Year 6.55%
10-Year 6.31%

Performance & Risk

YTD Return 1.58%
5y Average Return 5.68%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Target-Date 2025
Fund Family Vanguard
Net Assets 77.47B
YTD Return 3.81%
Yield 2.62%
Morningstar Rating
Inception Date Oct 27, 2003

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 2025 (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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