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 Tue 2025-08-26 YTD
Return
TR
Price
VFORX
×
+12.49%
2025-08-26
3.546 TR
2025-08-26
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund

Returns

Wed 2006-06-07? to Tue 2025-08-26 Overall
Return
Exponential
Trendline
VFORX
×
+254.60%
+6.81%/yr
+7.25%/yr
(R2=0.894)
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund

Growth of $10,000

Wed 2006-06-07? to Tue 2025-08-26 Start
Value
End
Value
VFORX
×
$10,000.00
2006-06-07
$35,460.06
2025-08-26
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund

Annual Returns

Year VFORX
2025 (YTD) +12.49%
2024 +12.63%
2023 +18.35%
2022 −17.41%
2021 −3.15%
2020 +14.97%
2019 +23.86%
2018 −7.48%
2017 +20.67%
2016 +8.27%
2015 −2.36%
2014 +7.09%
2013 +24.35%
2012 +15.50%
2011 −2.57%
2010 +14.79%
2009 +28.32%
2008 −34.49%
2007 +7.46%
2006 +13.20%

Drawdowns

Wed 2006-06-07? to Tue 2025-08-26 Current
Drawdown
Worst
Drawdown
VFORX
×
−0.29% −51.63%
2009-03-09
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund