All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

VFORX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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