VFFVX: VANGUARD TARGET RETIREMENT 2055 FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 58.06 0.66(1.12%) May 21
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 08/18/2010 |
| Last Dividend Date: | 12/27/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.08% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/21/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/18/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | 4.4 | 7.8 | 10.4 | 10.2 | 7.5 | 9.4 | 12.1 | 20.2 | -17.5 | 7.9 | 16.1 | 25.0 | -7.9 | 21.4 | 8.9 | -1.7 | 7.2 | 24.3 | 15.6 | -2.3 | 15.0 |
| Sharpe Ratio | NA | 0.6 | 0.19 | 0.47 | 0.55 | 0.38 | 0.55 | 0.5 | 1.43 | -0.94 | 0.58 | 0.55 | 2.33 | -0.69 | 3.56 | 0.68 | -0.13 | 0.73 | 2.41 | 1.3 | -0.11 | 3.56 |
| Draw Down(%) | NA | 14.5 | 15.4 | 15.4 | 30.9 | 31.4 | 31.4 | 7.1 | 10.4 | 25.0 | 8.1 | 31.4 | 5.7 | 17.4 | 1.9 | 10.2 | 12.7 | 7.5 | 6.9 | 10.2 | 19.6 | 3.7 |
| Standard Deviation(%) | NA | 20.7 | 15.6 | 14.9 | 15.2 | 15.6 | 15.1 | 11.1 | 11.2 | 20.2 | 13.6 | 28.9 | 10.1 | 13.4 | 5.9 | 12.7 | 13.1 | 9.8 | 10.1 | 12.1 | 21.8 | 12.8 |
| Treynor Ratio | NA | 0.17 | 0.04 | 0.09 | 0.11 | 0.07 | 0.1 | 0.07 | 0.2 | -0.23 | 0.1 | 0.2 | 0.3 | -0.12 | 0.25 | 0.09 | -0.02 | 0.08 | 0.27 | 0.17 | -0.02 | 0.49 |
| Alpha | NA | 0.04 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.03 | -0.01 | -0.01 | -0.05 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.02 | 0.0 |
| Beta | NA | 0.74 | 0.76 | 0.8 | 0.8 | 0.8 | 0.83 | 0.82 | 0.82 | 0.81 | 0.79 | 0.78 | 0.8 | 0.77 | 0.82 | 0.94 | 0.82 | 0.85 | 0.89 | 0.93 | 0.92 | 0.93 |
| RSquared | NA | 0.96 | 0.92 | 0.93 | 0.88 | 0.9 | 0.91 | 0.87 | 0.91 | 0.96 | 0.59 | 0.89 | 0.96 | 0.96 | 0.88 | 0.93 | 0.95 | 0.97 | 0.97 | 0.97 | 0.99 | 0.98 |
| Yield(%) | N/A | 0.0 | 0.0 | 1.5 | 2.0 | 2.2 | N/A | 0.0 | 2.6 | 1.7 | 2.2 | 1.8 | 2.6 | 2.1 | 2.2 | 2.2 | 1.9 | 1.9 | 1.9 | 2.1 | 1.8 | 1.1 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -30.2 | 3.1 | N/A | N/A | -100.0 | 22.2 | -19.4 | 38.9 | -14.9 | 11.9 | 15.6 | 9.5 | 7.7 | 8.7 | 16.4 | 4.6 | 13.9 | 82.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/18/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2051+ Asset Class Trend Rankings |
Top Rated Funds in Target Date 2051+
Best Mutual Funds
- JFFIX (JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS) 1.33% (100%)
- LTFIX (PRINCIPAL LIFETIME 2055 FUND INSTITUTIONAL CLASS) 1.53% (98%)
- LTFLX (PRINCIPAL LIFETIME 2055 FUND R-4) (97%)
- TRRNX (T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE RETIREMENT 2055 FUND) 1.39% (93%)
- FAJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-1) 1.25% (92%)
- LPVKX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS K SHARES) 0.0% (90%)
- LPVAX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES) 0.0% (89%)
- LPVRX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES) 1.37% (87%)
- LPVIX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES) 0.0% (85%)
- LPVCX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR C SHARES) 0.0% (84%)
