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Vanguard Target Retirement 2040 Fund: (MF: VFORX)
(NASDAQ Mutual Funds) As of Apr 23, 2025 08:00 PM ET
$42.42 USD
+0.39 (0.93%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.20 | 60 |
| 3 months | -0.20 | 60 |
| 6 months | -1.70 | 47 |
| 1 Year | 6.47 | 14 |
| 3 Year | 5.47 | 25 |
| 5 Year | 12.36 | 29 |
| 10 Year | 7.80 | 14 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -47.92 |
| Bull Market (2/09 - 3/21) | 492.52 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 6.47 |
| 5 Year | 12.35 |
| 10 Year | 7.80 |
| Since Inception | 7.35 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.20 | NA | NA | NA |
| 2024 | 5.80 | 1.78 | 6.42 | -1.50 |
| 2023 | 6.20 | 4.56 | -3.33 | 10.23 |
| 2022 | -5.66 | -13.16 | -6.33 | 8.19 |
| 2021 | 3.81 | 6.11 | -0.98 | 5.02 |
| 2020 | -18.24 | 17.28 | 6.79 | 12.76 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.20 | 12.88 | 18.33 | -16.97 | 14.55 | 15.47 | 23.86 | -7.32 | 20.71 | 8.71 | -1.57 |
| % Total Return Rel to Index | 4.05 | -12.13 | -7.91 | 1.22 | -14.12 | -2.93 | -7.63 | -2.93 | -1.08 | -3.22 | -2.95 |
| % Total Return Rel to Peer | -0.40 | 2.96 | 5.17 | -4.01 | 3.04 | 4.78 | 6.66 | -0.82 | 7.25 | 2.44 | 0.78 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 2.00 | 2.00 | 2.00 | 4.00 | 1.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 1.05 | 0.93 | 0.71 | 1.00 | 0.71 | 0.89 | 0.77 | 0.68 | 0.59 | 0.61 |
| % Yield | 0.00 | 2.34 | 2.58 | 2.01 | 1.95 | 1.56 | 2.19 | 2.32 | 1.84 | 1.90 | 2.06 |
| Capital Gains ($) | 0.00 | 0.09 | 0.00 | 0.17 | 7.68 | 0.19 | 0.00 | 0.05 | 0.01 | 0.12 | 0.24 |
| Expense Ratio | 0.00 | 0.08 | 0.08 | 0.09 | 0.14 | 0.14 | 0.14 | 0.15 | 0.16 | 0.16 | 0.18 |
* 1 = Top 20%, 5 = Bottom 20%