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VFORX: VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 40.58 0.29(0.72%) April 26
Asset Class: | Target Date 2036-2040 |
MyPlanIQ Rating: | (70%) |
Start Date: | 06/28/2006 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 2.23% |
Expenses | 0.08% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/28/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | 3.1 | 15.8 | 2.4 | 7.9 | 7.7 | 10.5 | 7.4 | 18.6 | -17.1 | 14.6 | 15.5 | 23.9 | -7.3 | 20.7 | 8.7 | -1.6 | 7.1 | 24.4 | 15.6 | -2.5 | 15.2 | 28.3 | -34.5 | 7.5 | 14.6 |
Sharpe Ratio | NA | -0.02 | 0.86 | -0.02 | 0.34 | 0.43 | NA | 0.36 | 1.45 | -1.02 | 1.41 | 0.56 | 1.28 | -0.58 | 3.59 | 0.68 | -0.12 | 0.73 | 2.4 | 1.29 | -0.12 | 0.9 | 1.13 | -0.97 | 0.31 | 3.06 |
Draw Down(%) | NA | 4.4 | 9.4 | 24.3 | 29.4 | 29.4 | NA | 51.7 | 9.4 | 23.9 | 4.5 | 29.4 | 12.7 | 16.4 | 1.6 | 10.1 | 12.5 | 7.5 | 6.9 | 10.3 | 19.7 | 13.9 | 24.9 | 45.9 | 8.9 | 4.0 |
Standard Deviation(%) | NA | 8.6 | 9.3 | 13.1 | 17.7 | 15.0 | NA | 17.6 | 10.0 | 18.1 | 10.3 | 27.2 | 17.5 | 14.9 | 5.6 | 12.6 | 13.0 | 9.8 | 10.1 | 12.1 | 21.8 | 16.8 | 24.9 | 36.6 | 14.5 | 8.9 |
Treynor Ratio | NA | 0.0 | 0.08 | 0.0 | 0.06 | 0.06 | NA | 0.06 | 0.14 | -0.19 | 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 | 0.05 | 0.27 |
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 |
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 |
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 |
Yield(%) | N/A | 0.0 | 2.6 | 7.3 | 6.7 | 5.6 | 8.3 | N/A | 2.8 | 2.1 | 19.7 | 2.3 | 2.8 | 2.3 | 2.2 | 2.6 | 2.9 | 2.1 | 2.2 | 2.4 | 2.1 | 2.3 | 2.4 | 1.8 | 1.6 | 0.9 |
Dividend Growth(%) | N/A | -100.0 | 5.6 | 298.5 | 234.8 | N/A | N/A | N/A | 5.6 | -89.8 | 854.9 | 2.2 | 6.0 | 23.5 | -5.6 | -15.3 | 44.1 | 15.7 | 2.0 | 11.1 | 2.3 | 18.9 | -14.0 | 16.2 | 105.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2006
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