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Vanguard Target Retirement 2025 Fund: (MF: VTTVX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$19.11 USD
+0.12 (0.63%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.64 | 37 |
| 3 months | 0.64 | 37 |
| 6 months | -1.00 | 32 |
| 1 Year | 6.10 | 20 |
| 3 Year | 3.68 | 59 |
| 5 Year | 8.52 | 59 |
| 10 Year | 6.03 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -42.49 |
| Bull Market (2/09 - 3/21) | 342.04 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 6.10 |
| 5 Year | 8.51 |
| 10 Year | 6.03 |
| Since Inception | 6.51 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.64 | NA | NA | NA |
| 2024 | 3.80 | 1.25 | 5.84 | -1.64 |
| 2023 | 5.27 | 3.01 | -2.98 | 7.60 |
| 2022 | -5.50 | -10.71 | -5.59 | 6.03 |
| 2021 | 1.85 | 4.78 | -0.65 | 3.54 |
| 2020 | -12.95 | 13.20 | 5.16 | 9.32 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.64 | 9.43 | 13.21 | -15.55 | 9.79 | 13.29 | 19.62 | -5.15 | 15.94 | 7.47 | -0.82 |
| % Total Return Rel to Index | 4.90 | -15.58 | -13.03 | 2.65 | -18.88 | -5.10 | -11.86 | -0.75 | -5.85 | -4.46 | -2.21 |
| % Total Return Rel to Peer | 0.44 | -0.48 | 0.05 | -2.58 | -1.70 | 2.61 | 2.43 | 1.34 | 2.48 | 1.20 | 1.53 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 4.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.55 | 0.50 | 0.36 | 0.43 | 0.35 | 0.47 | 0.43 | 0.36 | 0.32 | 0.34 |
| % Yield | 0.00 | 2.71 | 2.75 | 2.09 | 1.82 | 1.54 | 2.26 | 2.43 | 1.90 | 1.90 | 2.04 |
| Capital Gains ($) | 0.00 | 0.87 | 0.00 | 0.12 | 2.87 | 0.58 | 0.03 | 0.10 | 0.08 | 0.11 | 0.44 |
| Expense Ratio | 0.00 | 0.08 | 0.08 | 0.09 | 0.13 | 0.13 | 0.13 | 0.14 | 0.14 | 0.15 | 0.17 |
* 1 = Top 20%, 5 = Bottom 20%