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VFORX: VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 54.79 0.14(0.26%) June 04
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 06/07/2006 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 3.05% |
| 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(%) | 0.3 | 9.7 | 23.1 | 17.5 | 8.7 | 10.9 | 9.8 | 8.4 | 18.8 | 12.9 | 18.3 | -17.0 | 14.6 | 15.5 | 23.9 | -7.3 | 20.7 | 8.7 | -1.6 | 7.1 | 24.4 | 15.5 | -2.5 | 15.2 | 28.3 | -34.5 | 7.5 | 13.2 |
| Sharpe Ratio | NA | 1.89 | 2.2 | 1.33 | 0.5 | 0.67 | NA | 0.44 | 1.3 | 0.99 | 1.49 | -1.02 | 1.43 | 0.57 | 2.4 | -0.69 | 3.59 | 0.68 | -0.12 | 0.73 | 2.4 | 1.29 | -0.12 | 0.9 | 1.13 | -0.96 | 0.3 | 2.2 |
| Draw Down(%) | NA | 7.7 | 7.7 | 12.1 | 24.3 | 29.4 | NA | 51.6 | 12.1 | 5.8 | 9.4 | 23.9 | 4.5 | 29.4 | 5.1 | 16.4 | 1.8 | 10.1 | 12.5 | 7.5 | 6.9 | 10.3 | 19.7 | 13.9 | 24.9 | 45.9 | 8.9 | 3.4 |
| Standard Deviation(%) | NA | 11.9 | 9.7 | 10.8 | 12.4 | 13.7 | NA | 16.5 | 12.3 | 9.3 | 10.0 | 18.1 | 10.2 | 26.5 | 9.3 | 12.7 | 5.6 | 12.6 | 13.0 | 9.8 | 10.1 | 12.1 | 21.8 | 16.8 | 24.9 | 36.6 | 14.5 | 9.5 |
| Treynor Ratio | NA | 0.22 | 0.21 | 0.14 | 0.06 | 0.09 | NA | 0.07 | 0.16 | 0.09 | 0.15 | -0.18 | 0.15 | 0.15 | 0.22 | -0.09 | 0.2 | 0.09 | -0.02 | 0.07 | 0.24 | 0.16 | -0.03 | 0.15 | 0.28 | -0.35 | 0.04 | 0.21 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.0 | 3.0 | 3.1 | 5.4 | 5.8 | 6.0 | N/A | 3.2 | 2.9 | 2.8 | 2.1 | 19.8 | 2.3 | 2.8 | 2.3 | 2.3 | 2.6 | 2.9 | 2.1 | 2.1 | 2.4 | 2.1 | 2.3 | 2.4 | 1.8 | 1.6 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | 20.7 | -67.0 | 221.1 | N/A | N/A | N/A | 20.7 | 22.4 | 5.7 | -89.8 | 852.6 | 2.4 | 6.7 | 19.6 | -3.5 | -14.8 | 43.8 | 18.0 | -0.4 | 11.0 | 3.0 | 19.6 | -13.6 | 15.1 | 105.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2006
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