All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
VFORX total return snapshot: VFORX returned +15.19% over the past year and +7.47% YTD, with dividends reinvested. Since Jun. 7, 2006, VFORX is up +390.65% in nominal total return, or +8.22%/yr, and is currently −2.40% below its total-return high on Jun. 2, 2026.
Data ending Fri Jul. 24, 2026
| Wed 2006-06-07💬 to Fri 2026-07-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFORX × |
+390.65%
+8.22%/yr |
+8.50%/yr
R2=0.938 |
||||
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
| Wed 2006-06-07💬 to Fri 2026-07-24 |
Start
Value |
End
Value |
|---|---|---|
| VFORX × |
$10,000.00
2006-06-07 |
$49,065.40
2026-07-24 |
| YTD | YoY | |
|---|---|---|
| VFORX × | +7.47% | +15.19% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VFORX × |
−2.40%
on 2026-07-24 from 2026-06-02 peak |
−51.63%
on 2009-03-09 from 2007-10-09 peak |
| Period ending Fri 2026-07-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VFORX × | +15.19% |
+33.21% +15.42%/yr |
+50.41% +14.57%/yr |
+45.89% +7.85%/yr |
+166.58% +10.30%/yr |
| Year | VFORX |
|---|---|
| 2026 (YTD) | +7.47% |
| 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% |
