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VTHRX: VANGUARD TARGET RETIREMENT 2030 FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 44.71 0.89(1.95%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 06/07/2006 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 4.31% |
| 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(%) | -1.9 | 5.6 | 16.9 | 13.6 | 6.5 | 8.9 | 8.4 | 7.4 | 16.3 | 10.6 | 16.0 | -16.3 | 11.4 | 14.1 | 21.1 | -5.9 | 17.5 | 7.9 | -1.0 | 7.2 | 20.5 | 14.2 | -1.3 | 14.4 | 26.7 | -32.9 | 7.5 | 13.6 |
| Sharpe Ratio | NA | 1.73 | 2.13 | 1.3 | 0.43 | 0.66 | NA | 0.43 | 1.36 | 0.9 | 1.46 | -1.17 | 1.37 | 0.64 | 2.62 | -0.71 | 3.72 | 0.74 | -0.1 | 0.88 | 2.33 | 1.37 | -0.07 | 0.94 | 1.14 | -0.98 | 0.31 | 2.33 |
| Draw Down(%) | NA | 6.6 | 6.6 | 9.6 | 22.7 | 24.9 | NA | 49.6 | 9.6 | 4.3 | 8.4 | 22.2 | 3.8 | 24.9 | 3.8 | 13.4 | 1.4 | 8.0 | 10.3 | 6.2 | 6.4 | 8.9 | 17.3 | 12.6 | 23.7 | 44.0 | 8.6 | 3.9 |
| Standard Deviation(%) | NA | 10.0 | 8.1 | 9.0 | 10.4 | 11.3 | NA | 14.6 | 9.9 | 7.8 | 8.5 | 15.2 | 8.3 | 21.6 | 7.5 | 10.3 | 4.6 | 10.3 | 10.7 | 8.1 | 8.8 | 10.5 | 19.2 | 15.3 | 23.3 | 34.5 | 13.9 | 9.4 |
| Treynor Ratio | NA | 0.17 | 0.17 | 0.12 | 0.04 | 0.07 | NA | 0.06 | 0.13 | 0.07 | 0.12 | -0.18 | 0.11 | 0.14 | 0.2 | -0.07 | 0.17 | 0.08 | -0.01 | 0.07 | 0.2 | 0.14 | -0.01 | 0.14 | 0.27 | -0.34 | 0.04 | 0.22 |
| 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 | 4.3 | 4.0 | 5.3 | 5.4 | 5.6 | N/A | 4.5 | 3.9 | 2.9 | 2.1 | 16.7 | 2.8 | 2.8 | 2.5 | 2.3 | 2.5 | 3.6 | 2.1 | 2.2 | 2.4 | 2.2 | 2.1 | 2.4 | 2.0 | 1.6 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | 24.0 | -53.4 | 179.8 | N/A | N/A | N/A | 24.0 | 49.6 | 15.9 | -88.2 | 550.0 | 19.7 | 3.7 | 21.3 | -1.0 | -32.6 | 75.8 | 11.4 | 2.5 | 6.0 | 16.3 | 8.0 | -16.6 | 25.1 | 94.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2006
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