Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VFORX (VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES) | 1.99% | 11.34% | 8.80% | 11.28% | 7.77% | 8.86% | NA | 7.89% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VFORX (VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES) | 06/07/2006 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 06/07/2006.
AR inception is since 06/07/2006.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.06 | 11.34 | 8.80 | 11.28 | 7.77 | 8.86 | NA | 7.89 | 1.99 | 12.87 | 18.35 | -17.00 | 14.55 | 15.48 | 23.86 | -7.32 | 20.72 | 8.72 | -1.56 | 7.15 | 24.36 | 15.54 | -2.52 | 15.17 | 28.32 | -34.49 | 7.46 | 13.20 |
| Sharpe Ratio | NA | 0.39 | 0.33 | 0.66 | 0.43 | NA | NA | 0.37 | 0.18 | 0.67 | 1.43 | -1.02 | 1.43 | 0.57 | 2.41 | -0.68 | 3.59 | 0.68 | -0.12 | 0.73 | 2.40 | 1.29 | -0.12 | 0.90 | 1.13 | -0.96 | 0.31 | 2.21 |
| Standard Deviation(%) | NA | 12.89 | 13.28 | 13.15 | 14.12 | NA | NA | 16.84 | 17.93 | 9.30 | 9.96 | 18.06 | 10.16 | 26.54 | 9.34 | 12.67 | 5.62 | 12.55 | 13.04 | 9.79 | 10.13 | 12.11 | 21.78 | 16.77 | 24.92 | 36.63 | 14.50 | 9.50 |
| Draw Down(%) | NA | 12.12 | 15.09 | 24.32 | 29.35 | NA | NA | 51.63 | 12.12 | 5.80 | 9.45 | 23.90 | 4.47 | 29.35 | 5.12 | 16.40 | 1.76 | 10.05 | 12.49 | 7.53 | 6.91 | 10.26 | 19.69 | 13.91 | 24.87 | 45.86 | 8.90 | 3.40 |
| Yield(%) | 0.00 | 2.82 | 2.68 | 7.33 | 5.30 | 6.22 | 5.10 | 5.67 | 0.00 | 2.94 | 2.75 | 2.10 | 19.76 | 2.31 | 2.76 | 2.32 | 2.30 | 2.58 | 2.86 | 2.11 | 2.12 | 2.41 | 2.09 | 2.27 | 2.37 | 1.81 | 1.65 | 0.90 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFORX (VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES) |
-7.56%
Jun 2007 - Jun 2010 |
-0.83%
May 2007 - May 2012 |
5.22%
Nov 2006 - Nov 2016 |
5.20%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFORX (VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES) |
23.67%
Feb 2009 - Feb 2012 |
20.23%
Feb 2009 - Feb 2014 |
13.31%
Feb 2009 - Feb 2019 |
11.74%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart