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Vanguard Target Retirement 2030 Fund: (MF: VTHRX)
(NASDAQ Mutual Funds) As of May 22, 2025 08:00 PM ET
$39.18 USD
+0.01 (0.03%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.13 | 31 |
| 3 months | -0.93 | 29 |
| 6 months | 1.63 | 20 |
| 1 Year | 10.30 | 14 |
| 3 Year | 7.16 | 38 |
| 5 Year | 8.45 | 46 |
| 10 Year | 6.66 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -45.96 |
| Bull Market (2/09 - 3/21) | 399.85 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 6.06 |
| 5 Year | 9.93 |
| 10 Year | 6.70 |
| Since Inception | 6.62 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.21 | NA | NA | NA |
| 2024 | 4.56 | 1.40 | 6.16 | -1.69 |
| 2023 | 5.67 | 3.55 | -3.20 | 9.50 |
| 2022 | -5.64 | -11.66 | -5.93 | 6.80 |
| 2021 | 2.49 | 5.24 | -0.77 | 4.06 |
| 2020 | -14.76 | 14.58 | 5.70 | 10.52 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.13 | 10.66 | 15.99 | -16.26 | 11.37 | 14.10 | 21.07 | -5.85 | 17.52 | 7.85 | -1.04 |
| % Total Return Rel to Index | 6.05 | -14.35 | -10.25 | 1.93 | -17.30 | -4.30 | -10.41 | -1.46 | -4.27 | -4.08 | -2.43 |
| % Total Return Rel to Peer | 0.96 | 0.74 | 2.83 | -3.30 | -0.12 | 3.41 | 3.87 | 0.64 | 4.06 | 1.57 | 1.30 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 3.00 | 2.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 1.03 | 0.91 | 0.64 | 0.82 | 0.66 | 0.86 | 0.76 | 0.66 | 0.57 | 0.59 |
| % Yield | 0.00 | 2.61 | 2.79 | 1.96 | 1.79 | 1.55 | 2.29 | 2.39 | 1.92 | 1.89 | 2.04 |
| Capital Gains ($) | 0.00 | 0.34 | 0.00 | 0.15 | 5.92 | 0.37 | 0.00 | 0.06 | 0.01 | 0.12 | 0.43 |
| Expense Ratio | 0.00 | 0.08 | 0.08 | 0.09 | 0.13 | 0.14 | 0.14 | 0.14 | 0.10 | 0.15 | 0.17 |
* 1 = Top 20%, 5 = Bottom 20%