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 Tue 2024-12-31?
VFORX
×
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund

Returns

Wed 2006-06-07? to Tue 2024-12-31? Overall
Return
Exponential
Trendline
VFORX
×
+102.38%
+3.87%/yr
+4.98%/yr
(R2=0.752)
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund

Growth of $10,000

Wed 2006-06-07? to Tue 2024-12-31? Start
Value
End
Value
VFORX
×
$10,000.00
2006-06-07
$20,237.99
2024-12-31
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund

Annual Returns

Year VFORX
2025 (YTD) +6.31%
2024 +9.48%
2023 +14.52%
2022 −22.43%
2021 −9.51%
2020 +13.43%
2019 +21.07%
2018 −9.21%
2017 +18.18%
2016 +6.07%
2015 −3.08%
2014 +6.31%
2013 +22.50%
2012 +13.55%
2011 −5.40%
2010 +13.12%
2009 +24.91%
2008 −34.56%
2007 +3.22%
2006 +13.68%

Drawdowns

Wed 2006-06-07? to Tue 2024-12-31? Final
Drawdown
Worst
Drawdown
VFORX
×
−19.00% −52.47%
2009-03-09
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund