Vanguard Target Retirement 2050 Fund: (MF: VFIFX)
(NASDAQ Mutual Funds) As of Jul 7, 2025 08:00 PM ET
$54.80 USD
-0.50 (-0.90%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 9.93 | 9 |
3 months | 10.55 | 9 |
6 months | 9.93 | 9 |
1 Year | 15.57 | 4 |
3 Year | 15.59 | 10 |
5 Year | 12.24 | 9 |
10 Year | 9.48 | 5 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -47.94 |
Bull Market (2/09 - 3/21) | 573.33 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 15.57 |
5 Year | 12.23 |
10 Year | 9.48 |
Since Inception | 8.13 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -0.56 | 10.55 | NA | NA |
2024 | 6.81 | 2.08 | 6.70 | -1.47 |
2023 | 6.64 | 5.35 | -3.46 | 10.78 |
2022 | -5.65 | -14.21 | -6.63 | 9.23 |
2021 | 4.53 | 6.60 | -1.10 | 5.63 |
2020 | -19.86 | 18.66 | 7.35 | 14.01 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 9.93 | 14.63 | 20.16 | -17.46 | 16.41 | 16.39 | 24.98 | -7.89 | 21.39 | 8.83 | -1.56 |
% Total Return Rel to Index | 3.72 | -10.38 | -6.08 | 0.74 | -12.26 | -2.01 | -6.50 | -3.50 | -0.40 | -3.10 | -2.95 |
% Total Return Rel to Peer | 3.29 | 4.72 | 7.00 | -4.49 | 4.90 | 5.70 | 7.78 | -1.39 | 7.93 | 2.56 | 0.78 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 2.00 | 1.00 | 1.00 | 4.00 | 1.00 | 1.00 | 3.00 |
% Dividends | 0.00 | 1.09 | 0.98 | 0.80 | 1.02 | 0.74 | 0.87 | 0.78 | 0.68 | 0.58 | 0.58 |
% Yield | 0.00 | 2.11 | 2.37 | 2.05 | 1.91 | 1.56 | 2.12 | 2.33 | 1.82 | 1.86 | 1.97 |
Capital Gains ($) | 0.00 | 0.01 | 0.00 | 0.09 | 4.99 | 0.09 | 0.00 | 0.02 | 0.01 | 0.03 | 0.09 |
Expense Ratio | 0.08 | 0.08 | 0.08 | 0.09 | 0.15 | 0.15 | 0.15 | 0.15 | 0.11 | 0.16 | 0.18 |
* 1 = Top 20%, 5 = Bottom 20%