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Vanguard Target Retirement 2035 Fund: (MF: VTTHX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$22.57 USD
-0.08 (-0.35%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.24 | 48 |
| 3 months | 5.24 | 48 |
| 6 months | 15.63 | 40 |
| 1 Year | 16.37 | 39 |
| 3 Year | 4.02 | 41 |
| 5 Year | 8.17 | 35 |
| 10 Year | 7.43 | 22 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -48.04 |
| Bull Market (2/09 - 3/21) | 410.04 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 16.37 |
| 5 Year | 8.17 |
| 10 Year | 7.43 |
| Since Inception | 7.43 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.24 | NA | NA | NA |
| 2023 | 5.94 | 4.09 | -3.32 | 9.87 |
| 2022 | -5.66 | -12.40 | -6.09 | 7.44 |
| 2021 | 3.17 | 5.64 | -0.87 | 4.54 |
| 2020 | -16.51 | 15.90 | 6.28 | 11.61 |
| 2019 | 10.20 | 3.42 | 0.69 | 6.68 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.24 | 17.14 | -16.62 | 12.96 | 14.79 | 22.43 | -6.57 | 19.12 | 8.29 | -1.22 | 7.23 |
| % Total Return Rel to Index | -5.31 | -9.10 | 1.58 | -15.72 | -3.61 | -9.05 | -2.18 | -2.67 | -3.64 | -2.61 | -6.40 |
| % Total Return Rel to Peer | 0.10 | 3.98 | -3.65 | 1.45 | 4.10 | 5.24 | -0.08 | 5.66 | 2.01 | 1.12 | 3.15 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 3.00 | 2.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.54 | 0.40 | 0.55 | 0.40 | 0.52 | 0.46 | 0.41 | 0.35 | 0.37 | 0.36 |
| % Yield | 0.00 | 2.37 | 1.97 | 1.92 | 1.54 | 2.22 | 2.35 | 1.89 | 1.90 | 2.06 | 1.97 |
| Capital Gains ($) | 0.00 | 0.00 | 0.12 | 4.09 | 0.22 | 0.00 | 0.04 | 0.03 | 0.14 | 0.42 | 0.01 |
| Expense Ratio | 0.00 | 0.08 | 0.09 | 0.14 | 0.14 | 0.14 | 0.14 | 0.09 | 0.93 | 0.18 | 0.18 |
* 1 = Top 20%, 5 = Bottom 20%