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Vanguard Target Retirement 2040 Fund: (MF: VFORX)

(NASDAQ Mutual Funds) As of Apr 1, 2026 06:11 PM ET

$49.76 USD

+0.41 (0.83%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.36 35
3 months 5.13 35
6 months 10.28 28
1 Year 20.86 25
3 Year 16.96 24
5 Year 9.14 26
10 Year 11.23 18

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.92
Bull Market (2/09 - 3/21) 603.81

Load Adjusted Returns as of Feb 28, 2026

1 Year 18.75
5 Year 8.57
10 Year 10.12
Since Inception 8.02

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.20 9.08 6.22 2.69
2024 5.80 1.78 6.42 -1.50
2023 6.20 4.56 -3.33 10.23
2022 -5.66 -13.16 -6.33 8.19
2021 3.81 6.11 -0.98 5.02

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.3618.7512.8818.33-16.9714.5515.4723.86-7.3220.718.71
% Total Return Rel to Index 1.070.53-12.13-7.911.22-14.12-2.93-7.63-2.93-1.08-3.22
% Total Return Rel to Peer 0.274.242.965.17-4.013.044.786.66-0.827.252.44
% Perf Quintile vs Peer* 2.002.000.002.004.002.002.002.004.001.001.00
% Dividends 0.001.151.050.930.711.000.710.890.770.680.59
% Yield 0.002.222.342.822.011.951.562.192.321.841.90
Capital Gains ($) 0.000.220.090.000.177.680.190.000.050.010.12
Expense Ratio 0.000.080.080.080.090.140.140.140.150.160.16

* 1 = Top 20%, 5 = Bottom 20%