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VFIFX: VANGUARD TARGET RETIREMENT 2050 FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 66.15 0.19(0.29%) June 04
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 06/07/2006 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 2.36% |
| Expenses | 0.08% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/07/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 11.6 | 27.2 | 20.0 | 10.2 | 11.9 | 10.6 | 9.0 | 21.4 | 14.6 | 20.2 | -17.5 | 16.4 | 16.4 | 25.0 | -7.9 | 21.4 | 8.9 | -1.6 | 7.2 | 24.3 | 15.6 | -2.5 | 15.3 | 28.3 | -34.6 | 7.5 | 13.8 |
| Sharpe Ratio | NA | 2.01 | 2.25 | 1.34 | 0.54 | 0.68 | NA | 0.46 | 1.27 | 1.03 | 1.49 | -0.94 | 1.45 | 0.56 | 2.32 | -0.69 | 3.56 | 0.68 | -0.12 | 0.73 | 2.4 | 1.29 | -0.12 | 0.91 | 1.13 | -0.97 | 0.3 | 2.3 |
| Draw Down(%) | NA | 8.9 | 8.9 | 14.5 | 25.4 | 31.4 | NA | 51.7 | 14.5 | 7.1 | 10.4 | 25.0 | 5.0 | 31.4 | 5.7 | 17.4 | 1.8 | 10.2 | 12.5 | 7.6 | 6.9 | 10.3 | 19.7 | 13.8 | 24.9 | 45.9 | 8.9 | 4.0 |
| Standard Deviation(%) | NA | 13.8 | 11.4 | 12.5 | 14.2 | 15.2 | NA | 17.2 | 14.7 | 10.7 | 11.2 | 20.2 | 11.3 | 28.9 | 10.1 | 13.4 | 5.8 | 12.7 | 13.1 | 9.8 | 10.1 | 12.1 | 21.7 | 16.8 | 24.9 | 36.5 | 14.5 | 9.6 |
| Treynor Ratio | NA | 0.28 | 0.28 | 0.21 | 0.1 | 0.13 | NA | 0.09 | 0.25 | 0.14 | 0.2 | -0.23 | 0.21 | 0.2 | 0.3 | -0.12 | 0.25 | 0.09 | -0.02 | 0.08 | 0.27 | 0.17 | -0.03 | 0.16 | 0.31 | -0.4 | 0.05 | 0.23 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.02 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.02 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 |
| Beta | NA | 0.97 | 0.9 | 0.81 | 0.81 | 0.8 | NA | 0.86 | 0.76 | 0.8 | 0.82 | 0.82 | 0.79 | 0.78 | 0.8 | 0.77 | 0.82 | 0.94 | 0.82 | 0.84 | 0.9 | 0.94 | 0.92 | 0.93 | 0.91 | 0.89 | 0.9 | 0.97 |
| RSquared | NA | 0.91 | 0.89 | 0.91 | 0.93 | 0.91 | NA | 0.95 | 0.93 | 0.9 | 0.91 | 0.96 | 0.84 | 0.89 | 0.96 | 0.96 | 0.88 | 0.93 | 0.95 | 0.97 | 0.96 | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.96 |
| Yield(%) | N/A | 0.0 | 2.3 | 2.7 | 4.1 | 4.8 | 5.1 | N/A | 2.5 | 2.5 | 2.6 | 1.9 | 13.3 | 2.1 | 2.7 | 2.2 | 2.3 | 2.2 | 2.3 | 2.1 | 2.2 | 2.4 | 2.1 | 3.3 | 2.4 | 1.8 | 1.6 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | 11.8 | -57.1 | 166.6 | N/A | N/A | N/A | 11.8 | 12.6 | 9.2 | -85.0 | 619.1 | -4.5 | 7.2 | 17.7 | 11.8 | -7.7 | 12.2 | 15.8 | 4.9 | 10.5 | -30.0 | 72.2 | -10.6 | 12.2 | 68.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2006
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