VFORX
2040 Vanguard Target Retirement-Inv
$42.97
-0.02 (-0.05%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2040s |
|---|---|
| Market Cap | 86716.9M |
| 52 Week High | 43.01 |
| 52 Week Low | 34.363 |
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Key Data
| Symbol | VFORX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2040s |
| Price | 42.97 |
| Price Yesterday | 42.99 |
| Market Cap | 86,716.90 |
| YTD Return | 9.34% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0008 |
Overview
| 52 Week High | 43.01 |
|---|---|
| 52 Week Low | 34.36 |
| Market Cap | 86,716.90M |
| Shares Outstanding | 2,018.08M |
| Income Dividend Yield | 2.18% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.18% |
Returns Annualized
| One Day | -11.08% |
|---|---|
| Five Days | 110.67% |
| One Months | 34.58% |
| Three Months | 16.24% |
| Six Months | 22.25% |
| Nine Months | 28.49% |
| One Year | 17.96% |
| Three Years | 3.54% |
| Five Years | 8.83% |
| Ten Years | 7.82% |
| YTD | 18.91% |
| Since Inception | 7.76% |
Returns Total
| One Day | -0.05% |
|---|---|
| Five Days | 1.49% |
| One Month | 2.38% |
| Three Months | 3.77% |
| Six Months | 10.38% |
| Nine Months | 20.42% |
| One Year | 17.94% |
| Three Years | 10.95% |
| Five Years | 52.49% |
| Ten Years | 111.83% |
| YTD | 9.34% |
| Since Inception | 284.52% |
Yearly Returns
| 2024 | 9.34% |
|---|---|
| 2023 | 18.33% |
| 2022 | -16.98% |
| 2021 | 14.56% |
| 2020 | 15.47% |
| 2019 | 23.86% |
| 2018 | -7.33% |
| 2017 | 20.71% |
| 2016 | 8.73% |
| 2015 | -1.58% |
Risk against SP-DA
| Alpha | -5.44% |
|---|---|
| Beta | 0.77 |
| Correlation | 95.75% |
| Downside Deviation | 2.68% |
| Coefficient of determination | 91.67% |
| Standard Deviation | 2.59% |
| Sharpe Ratio | -1.2 |
| Sortino | -4.02 |
| Treynor | 16.29 |
| Ulcer Index | 3.02 |
| Ulcer Performance Index | -3.56 |