All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2006-06-07? to Thu 2025-05-29 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VFORX × |
+2.98%
2025-05-29 |
2.084 TRR
2025-05-29 |
||||
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
Wed 2006-06-07? to Thu 2025-05-29 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VFORX × |
+108.37%
+3.94%/yr |
+4.90%/yr
(R2=0.757) |
||||
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
Wed 2006-06-07? to Thu 2025-05-29 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VFORX × |
$10,000.00
2006-06-07 |
$20,836.78
2025-05-29 |
||||
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||
Year | VFORX |
---|---|
2025 (YTD) | +2.98% |
2024 | +9.48% |
2023 | +14.50% |
2022 | −22.43% |
2021 | −9.52% |
2020 | +13.45% |
2019 | +21.09% |
2018 | −9.22% |
2017 | +18.18% |
2016 | +6.10% |
2015 | −3.09% |
2014 | +6.28% |
2013 | +22.52% |
2012 | +13.52% |
2011 | −5.38% |
2010 | +13.14% |
2009 | +24.91% |
2008 | −34.56% |
2007 | +3.24% |
2006 | +13.66% |
Wed 2006-06-07? to Thu 2025-05-29 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VFORX × | −16.58% |
−52.47%
2009-03-09 |
||||
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | ||||||