Vanguard Target Retirement 2055 Fund: (MF: VFFVX)
(NASDAQ Mutual Funds) As of Sep 20, 2024 08:00 PM ET
$56.86 USD
-0.23 (-0.40%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 13.89 | 16 |
3 months | 5.96 | 17 |
6 months | 9.69 | 10 |
1 Year | 21.14 | 14 |
3 Year | 4.73 | 12 |
5 Year | 10.97 | 9 |
10 Year | 8.56 | 6 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 16.60 |
5 Year | 9.67 |
10 Year | 8.22 |
Since Inception | 10.38 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 6.81 | 2.07 | NA | NA |
2023 | 6.64 | 5.35 | -3.46 | 10.78 |
2022 | -5.68 | -14.19 | -6.62 | 9.23 |
2021 | 4.54 | 6.61 | -1.10 | 5.64 |
2020 | -19.88 | 18.64 | 7.38 | 13.97 |
2019 | 11.50 | 3.48 | 0.27 | 8.02 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 13.89 | 20.16 | -17.45 | 16.44 | 16.31 | 24.97 | -7.88 | 21.34 | 8.81 | -1.70 | 7.19 |
% Total Return Rel to Index | -5.65 | -6.08 | 0.74 | -12.24 | -2.08 | -6.51 | -3.49 | -0.44 | -3.11 | -3.09 | -6.45 |
% Total Return Rel to Peer | 3.92 | 7.00 | -4.49 | 4.93 | 5.63 | 7.78 | -1.39 | 7.88 | 2.54 | 0.65 | 3.11 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 2.00 | 1.00 | 1.00 | 4.00 | 1.00 | 1.00 | 3.00 | 1.00 |
% Dividends | 0.00 | 1.08 | 0.88 | 1.09 | 0.79 | 0.92 | 0.82 | 0.71 | 0.65 | 0.59 | 0.55 |
% Yield | 0.00 | 2.10 | 2.01 | 1.88 | 1.54 | 2.07 | 2.26 | 1.76 | 1.91 | 1.85 | 1.66 |
Capital Gains ($) | 0.00 | 0.00 | 0.03 | 4.14 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.01 |
Expense Ratio | 0.08 | 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%