All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
VFORX total return snapshot: VFORX returned +18.36% over the past year and +8.81% YTD, with dividends reinvested. Since Jun. 7, 2006, VFORX is up +396.78% in nominal total return, or +8.32%/yr, and is currently −1.18% below its total-return high on Jun. 2, 2026.
Data ending Thu Jul. 2, 2026
| Wed 2006-06-07💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| VFORX × |
+8.81%
2026-07-02 |
+18.36%
2026-07-02 |
||||
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
| Wed 2006-06-07💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFORX × |
+396.78%
+8.32%/yr |
+8.49%/yr
(R2=0.937) |
||||
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
| Wed 2006-06-07💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFORX × |
$10,000.00
2006-06-07 |
$49,677.80
2026-07-02 |
||||
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
| Year | VFORX |
|---|---|
| 2026 (YTD) | +8.81% |
| 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% |
| Wed 2006-06-07💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFORX × |
−1.18%
from 2026-06-02 peak |
−51.63%
2009-03-09 from 2007-10-09 peak |
||||
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| VFORX × | +18.36% |
+34.84% +16.12%/yr |
+55.43% +15.84%/yr |
+48.04% +8.16%/yr |
+177.37% +10.74%/yr |
|
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
