Vanguard Target Retirement 2030 Fund Investor Shares (VTHRX)

$44.51
C Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. All Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Vanguard Target Retirement 2030 Fund Investor Shares 21 0.61 9.77% -0.86% 0.18%
U.S. All Cap 35 1.01 18.72% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 1.83% 4.88% -3.05%
Year-to-Date 9.77% 18.72% -8.95%
1 Year 19.33% 35.02% -15.70%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

21%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 21% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.18%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$236

Real cost (fees + lost compounding)

$291

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
100%

Return in excess of styles
(over past year)
-0.86%