Vanguard Target Retirement 2040 Fund Investor Shares (VFORX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 2.80% | 7.91% | -5.12% |
Year-to-Date | 3.87% | 7.40% | -3.53% |
1 Year | 17.64% | 0.00% | 17.64% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
26%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 26% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.19%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$249
Real cost (fees + lost compounding)
$307
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
100%
Return in excess of styles
(over past year)
-0.90%