All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2006-06-07? to Wed 2026-04-01 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VFORX × |
−1.45%
2026-04-01 |
2.813 TRR
2026-04-01 |
||||
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
| Wed 2006-06-07? to Wed 2026-04-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFORX × |
+181.29%
+5.36%/yr |
+5.98%/yr
(R2=0.875) |
||||
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
| Wed 2006-06-07? to Wed 2026-04-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFORX × |
$10,000.00
2006-06-07 |
$28,128.89
2026-04-01 |
||||
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
| Year | VFORX |
|---|---|
| 2026 (YTD) | −1.45% |
| 2025 | +15.67% |
| 2024 | +9.70% |
| 2023 | +14.54% |
| 2022 | −22.06% |
| 2021 | +7.04% |
| 2020 | +13.93% |
| 2019 | +21.11% |
| 2018 | −9.07% |
| 2017 | +18.24% |
| 2016 | +6.49% |
| 2015 | −2.26% |
| 2014 | +6.35% |
| 2013 | +22.51% |
| 2012 | +13.55% |
| 2011 | −5.30% |
| 2010 | +13.44% |
| 2009 | +24.96% |
| 2008 | −34.55% |
| 2007 | +3.23% |
| 2006 | +13.62% |
| Wed 2006-06-07? to Wed 2026-04-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFORX × | −5.17% |
−52.46%
2009-03-09 |
||||
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||