All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

VFORX: Total Return Chart (with Dividends Reinvested)

Wed 2006-06-07? to Thu 2026-04-02 YTD
Return
TR
Price
VFORX
×
−0.48%
2026-04-02
4.544 TR
2026-04-02
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund

Returns

Wed 2006-06-07? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
VFORX
×
+354.37%
+7.94%/yr
+8.43%/yr
(R2=0.935)
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund

Growth of $10,000

Wed 2006-06-07? to Thu 2026-04-02 Start
Value
End
Value
VFORX
×
$10,000.00
2006-06-07
$45,436.68
2026-04-02
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund

Annual Returns

Year VFORX
2026 (YTD) −0.48%
2025 +18.77%
2024 +12.87%
2023 +18.35%
2022 −17.00%
2021 +14.55%
2020 +15.48%
2019 +23.86%
2018 −7.32%
2017 +20.72%
2016 +8.72%
2015 −1.56%
2014 +7.15%
2013 +24.36%
2012 +15.54%
2011 −2.52%
2010 +15.17%
2009 +28.32%
2008 −34.49%
2007 +7.46%
2006 +13.20%

Drawdowns

Wed 2006-06-07? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
VFORX
×
−4.99% −51.63%
2009-03-09
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund