All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
VFORX total return snapshot: VFORX returned +14.42% over the past year and +10.25% YTD, with dividends reinvested. Since Jun. 7, 2006, VFORX is up +403.36% in nominal total return, or +8.29%/yr, and is currently −1.48% below its total-return high on Aug. 13, 2026.
Data ending Fri Sep. 25, 2026
| Wed 2006-06-07💬 to Fri 2026-09-25 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFORX × |
+403.36%
+8.29%/yr |
+8.54%/yr
R2=0.939 |
||||
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
| Wed 2006-06-07💬 to Fri 2026-09-25 |
Start
Value |
End
Value |
|---|---|---|
| VFORX × |
$10,000.00
2006-06-07 |
$50,335.91
2026-09-25 |
| YTD | YoY | |
|---|---|---|
| VFORX × | +10.25% | +14.42% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VFORX × |
−1.48%
on 2026-09-25 from 2026-08-13 peak |
−51.63%
on 2009-03-09 from 2007-10-09 peak |
| Period ending Fri 2026-09-25 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VFORX × | +14.42% |
+30.08% +14.05%/yr |
+61.64% +17.36%/yr |
+48.82% +8.28%/yr |
+169.10% +10.41%/yr |
| Year | VFORX |
|---|---|
| 2026 (YTD) | +10.25% |
| 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% |
