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 Thu 2025-05-15?
VFORX ×
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund

Returns

Wed 2006-06-07? to Thu 2025-05-15? Overall
Return 		Exponential
Trendline
VFORX × 		+107.72%
+3.94%/yr 		+4.90%/yr
(R2=0.756)
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund

Growth of $10,000

Wed 2006-06-07? to Thu 2025-05-15? Start
Value 		End
Value
VFORX × 		$10,000.00
2006-06-07 		$20,772.41
2025-05-15
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund

Annual Returns

Year VFORX
2025 (YTD) +2.61%
2024 +9.48%
2023 +14.53%
2022 −22.43%
2021 −9.52%
2020 +13.43%
2019 +21.09%
2018 −9.20%
2017 +18.15%
2016 +6.10%
2015 −3.09%
2014 +6.31%
2013 +22.49%
2012 +13.52%
2011 −5.38%
2010 +13.14%
2009 +24.91%
2008 −34.56%
2007 +3.24%
2006 +13.66%

Drawdowns

Wed 2006-06-07? to Thu 2025-05-15? Final
Drawdown 		Worst
Drawdown
VFORX × 		−16.83% −52.47%
2009-03-09
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund