VFORX
Vanguard Target Retirement 2040 Fund Investor Shares
$54.09−0.34 (−0.62%)Close Nov 12, 2026
Jun 7, 2006 – Nov 12, 2026, Dividends reinvested
- Final balance
- $49,451
- CAGR
- +8.14%
- Max drawdown
- −51.63%
- Sharpe ratio
- 0.56
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Growth of $10,000
Trailing returns (%)
VFORX's average annual return was 10.40% over the last 10 years and 7.82% over the last 20 years, through Nov 12, 2026. $10,000 in VFORX on Nov 11, 2016 grew to $26,889 by Nov 12, 2026, with dividends reinvested.
Total
- 1M
- −1.39%
- 3M
- −2.80%
- 6M
- +0.80%
- YTD
- +8.29%
- 1Y
- +8.84%
Per year
- 3Y
- +16.46%
- 5Y
- +7.24%
- 10Y
- +10.40%
- 15Y
- +10.13%
- 20Y
- +7.82%
- Since 2006
- +8.14%
Annual returns
2006 from Jun 7 · 2026 through Nov 12
VFORX returns by year
| Year | Return |
|---|---|
| 2026 through Nov 12 | +8.29% |
| 2025 | +18.77% |
| 2024 | +12.87% |
| 2023 | +18.35% |
| 2022 | −17.00% |
| 2021 | +14.55% |
| 2020 | +15.48% |
| 2019 | +23.86% |
| 2018 | −7.32% |
| 2017 | +20.71% |
| 2016 | +8.72% |
| 2015 | −1.56% |
| 2014 | +7.15% |
| 2013 | +24.38% |
Metrics
Since 2006| Volatility | 16.41% |
|---|---|
| Sortino ratio | 0.78 |
| Calmar ratio | 0.16 |
| Best year, 2009 | +28.32% |
| Worst year, 2008 | −34.49% |
| Positive years | 14 of 19 |
| Longest drawdown | 3.5 years |
Worst drawdowns
Since 2006| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −51.6% | Oct 2007 | Mar 2009 | Apr 2011 | 3.5 years |
| −29.4% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −24.3% | Nov 2021 | Oct 2022 | Feb 2024 | 2.3 years |
| −19.7% | Apr 2011 | Oct 2011 | Mar 2012 | 11 months |
| −16.5% | May 2015 | Feb 2016 | Aug 2016 | 1.2 years |