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Vanguard Target Retirement 2055 Fund: (MF: VFFVX)
(NASDAQ Mutual Funds) As of May 16, 2024 08:00 PM ET
$53.71 USD
-0.11 (-0.20%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.22 | 31 |
| 3 months | 3.28 | 27 |
| 6 months | 17.67 | 22 |
| 1 Year | 14.91 | 21 |
| 3 Year | 3.17 | 16 |
| 5 Year | 8.55 | 12 |
| 10 Year | 8.07 | 6 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 20.36 |
| 5 Year | 9.97 |
| 10 Year | 8.49 |
| Since Inception | 10.42 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.81 | NA | NA | NA |
| 2023 | 6.64 | 5.35 | -3.46 | 10.78 |
| 2022 | -5.68 | -14.19 | -6.62 | 9.23 |
| 2021 | 4.54 | 6.61 | -1.10 | 5.64 |
| 2020 | -19.88 | 18.64 | 7.38 | 13.97 |
| 2019 | 11.50 | 3.48 | 0.27 | 8.02 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.22 | 20.16 | -17.45 | 16.44 | 16.31 | 24.97 | -7.88 | 21.34 | 8.81 | -1.70 | 7.19 |
| % Total Return Rel to Index | -2.82 | -6.08 | 0.74 | -12.24 | -2.08 | -6.51 | -3.49 | -0.44 | -3.11 | -3.09 | -6.45 |
| % Total Return Rel to Peer | 0.98 | 7.00 | -4.49 | 4.93 | 5.63 | 7.78 | -1.39 | 7.88 | 2.54 | 0.65 | 3.11 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 2.00 | 1.00 | 1.00 | 4.00 | 1.00 | 1.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 1.08 | 0.88 | 1.09 | 0.79 | 0.92 | 0.82 | 0.71 | 0.65 | 0.59 | 0.55 |
| % Yield | 0.00 | 2.10 | 2.01 | 1.88 | 1.54 | 2.07 | 2.26 | 1.76 | 1.91 | 1.85 | 1.66 |
| Capital Gains ($) | 0.00 | 0.00 | 0.03 | 4.14 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.01 |
| Expense Ratio | 0.00 | 0.08 | 0.09 | 0.15 | 0.15 | 0.15 | 0.15 | 0.08 | 0.16 | 0.18 | 0.18 |
* 1 = Top 20%, 5 = Bottom 20%