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Vanguard Target Retirement 2030 Fund: (MF: VTHRX)
(NASDAQ Mutual Funds) As of May 20, 2024 08:00 PM ET
$37.43 USD
0.00 (NA)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.46 | 59 |
| 3 months | 1.58 | 56 |
| 6 months | 13.71 | 48 |
| 1 Year | 10.31 | 47 |
| 3 Year | 1.31 | 50 |
| 5 Year | 6.22 | 44 |
| 10 Year | 6.49 | 31 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -45.96 |
| Bull Market (2/09 - 3/21) | 362.65 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 14.78 |
| 5 Year | 7.36 |
| 10 Year | 6.87 |
| Since Inception | 6.65 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 4.56 | NA | NA | NA |
| 2023 | 5.67 | 3.55 | -3.20 | 9.50 |
| 2022 | -5.64 | -11.66 | -5.93 | 6.80 |
| 2021 | 2.49 | 5.24 | -0.77 | 4.06 |
| 2020 | -14.76 | 14.58 | 5.70 | 10.52 |
| 2019 | 9.53 | 3.40 | 0.88 | 5.94 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.46 | 15.99 | -16.26 | 11.37 | 14.10 | 21.07 | -5.85 | 17.52 | 7.85 | -1.04 | 7.16 |
| % Total Return Rel to Index | -4.58 | -10.25 | 1.93 | -17.30 | -4.30 | -10.41 | -1.46 | -4.27 | -4.08 | -2.43 | -6.47 |
| % Total Return Rel to Peer | -0.77 | 2.83 | -3.30 | -0.12 | 3.41 | 3.87 | 0.64 | 4.06 | 1.57 | 1.30 | 3.08 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 3.00 | 2.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.91 | 0.64 | 0.82 | 0.66 | 0.86 | 0.76 | 0.66 | 0.57 | 0.59 | 0.55 |
| % Yield | 0.00 | 2.50 | 1.96 | 1.79 | 1.55 | 2.29 | 2.39 | 1.92 | 1.89 | 2.04 | 1.85 |
| Capital Gains ($) | 0.00 | 0.00 | 0.15 | 5.92 | 0.37 | 0.00 | 0.06 | 0.01 | 0.12 | 0.43 | 0.02 |
| Expense Ratio | 0.00 | 0.08 | 0.09 | 0.13 | 0.14 | 0.14 | 0.14 | 0.10 | 0.15 | 0.17 | 0.17 |
* 1 = Top 20%, 5 = Bottom 20%