Vanguard Target Retirement 2020 Fund: (MF: VTWNX)
(NASDAQ Mutual Funds) As of Dec 12, 2025 05:59 PM ET
$29.55 USD
-0.14 (-0.47%)
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.86 | 68 |
| 3 months | 3.13 | 71 |
| 6 months | 7.71 | 78 |
| 1 Year | 9.89 | 60 |
| 3 Year | 8.60 | 77 |
| 5 Year | 4.60 | 80 |
| 10 Year | 6.36 | 62 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -38.78 |
| Bull Market (2/09 - 3/21) | 320.12 |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 8.58 |
| 5 Year | 5.36 |
| 10 Year | 6.65 |
| Since Inception | 6.07 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.13 | 5.11 | 3.80 | NA |
| 2024 | 2.82 | 1.05 | 5.37 | -1.59 |
| 2023 | 4.77 | 2.14 | -2.65 | 4.68 |
| 2022 | -5.06 | -9.20 | -5.12 | 4.96 |
| 2021 | 1.28 | 4.20 | -0.41 | 2.91 |
| 2020 | -10.75 | 11.40 | 4.48 | 7.86 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.85 | 7.74 | 9.05 | -14.15 | 8.16 | 12.03 | 17.63 | -4.23 | 14.08 | 6.93 | -0.70 |
| % Total Return Rel to Index | -5.64 | -17.27 | -17.18 | 4.05 | -20.51 | -6.36 | -13.85 | 0.15 | -7.71 | -5.00 | -2.08 |
| % Total Return Rel to Peer | -1.93 | -2.17 | -4.10 | -1.18 | -3.34 | 1.35 | 0.43 | 2.25 | 0.61 | 0.66 | 1.65 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 4.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.84 | 0.78 | 0.65 | 0.78 | 0.55 | 0.78 | 0.74 | 0.63 | 0.56 | 0.59 |
| % Yield | 0.00 | 2.90 | 2.86 | 2.43 | 2.10 | 1.49 | 2.31 | 2.45 | 1.92 | 1.90 | 2.06 |
| Capital Gains ($) | 0.00 | 1.63 | 0.00 | 0.61 | 5.28 | 1.59 | 0.36 | 0.66 | 0.22 | 0.21 | 0.53 |
| Expense Ratio | 0.08 | 0.08 | 0.08 | 0.09 | 0.13 | 0.13 | 0.13 | 0.13 | 0.07 | 0.14 | 0.16 |
* 1 = Top 20%, 5 = Bottom 20%
