VFORX
2040 Vanguard Target Retirement-Inv
$40.10
-0.20 (-0.50%)
Currency in USD / Last Updated: 4/16/2024
Category | Target Date-2040s |
---|---|
Market Cap | 84664.731M |
52 Week High | 41.6 |
52 Week Low | 34.363 |
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Key Data
Symbol | VFORX |
---|---|
Type | Mutual Fund |
Category | Target Date-2040s |
Price | 40.1 |
Price Yesterday | 40.3 |
Market Cap | 84,664.73 |
YTD Return | 2.04% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0008 |
Overview
52 Week High | 41.60 |
---|---|
52 Week Low | 34.36 |
Market Cap | 84,664.73M |
Shares Outstanding | 2,111.34M |
Income Dividend Yield | 2.33% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.33% |
Returns Annualized
One Day | -71.49% |
---|---|
Five Days | -80.25% |
One Months | -19.25% |
Three Months | 13.87% |
Six Months | 25.18% |
Nine Months | 9.50% |
One Year | 12.83% |
Three Years | 2.12% |
Five Years | 7.71% |
Ten Years | 7.63% |
YTD | 7.21% |
Since Inception | 7.44% |
Returns Total
One Day | -0.50% |
---|---|
Five Days | -3.16% |
One Month | -1.76% |
Three Months | 3.30% |
Six Months | 11.77% |
Nine Months | 7.08% |
One Year | 12.81% |
Three Years | 6.47% |
Five Years | 44.83% |
Ten Years | 108.24% |
YTD | 2.04% |
Since Inception | 258.80% |
Yearly Returns
2024 | 2.04% |
---|---|
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 | -6.59% |
---|---|
Beta | 0.75 |
Correlation | 95.61% |
Downside Deviation | 2.61% |
Coefficient of determination | 91.41% |
Standard Deviation | 2.67% |
Sharpe Ratio | -1.21 |
Sortino | -4.29 |
Treynor | 9.89 |
Ulcer Index | 2.96 |
Ulcer Performance Index | -3.79 |