Morningstar® Investment Profile™   Investment
Option Disclosure
for Print
Vanguard Target Retirement 2040 Trust Plus
A Commingled Fund
Please click on the Investment Option Disclosure link above for more information.
Release date as of 2021-10-31. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Number of
3-Year Average Average 202
5-Year Average Average 161
10-Year Above Avg Below Avg 93
Overall Above Avg Average 202
Morningstar Category: Target-Date 2040 | Number of Funds in Category: 202
Data through 2021-10-31
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 14.98
Mean 15.78
Sharpe Ratio 0.99
Trailing 3-Yr as of 2021-10-31
  Modern Portfolio Theory Statistics
Best Fit Index
Morningstar US Mod Agg Tgt Alloc NR USD
R-Squared 100
Beta 1.05
Alpha -0.85
Trailing 3-Yr as of 2021-10-31
  Principal Risks   
Credit and Counterparty, Inflation-Protected Securities, Prepayment (Call), Country or Region, Income, Index Correlation/Tracking Error, Interest Rate, Market/Market Volatility, Underlying Fund/Fund of Funds, Passive Management, Portfolio Diversification, Target Date
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.