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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
  Growth of $10,000 from 2011-01-01 to 2021-10-31  
Investment: Vanguard Target Retirement 2040 Trust Plus
Benchmark 1: Morningstar Mod Tgt Risk TR USD
Benchmark 2: Morningstar Lifetime Mod 2040 TR USD
Category: Target-Date 2040
This graph presents historical performance for the investment as well as an index and/or peer group. If the investment, index and/or peer group have performed similarly, the line representing the fund will overlay the index and/or peer group. Therefore, the line(s) representing the index and/or peer group history may be hidden.
  Calendar Year Total Returns
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 10-21
Total return % -2.5 15.6 24.4 7.3 -1.4 8.8 20.8 -7.3 24.0 15.6 13.6
Morningstar Mod Tgt Risk TR USD 0.6 12.0 14.3 4.9 -1.8 8.6 14.7 -4.8 19.0 12.8 9.2
Morningstar Lifetime Mod 2040 TR USD -2.8 15.7 23.1 5.5 -2.8 10.6 19.9 -7.7 24.3 13.1 14.0
Category -3.5 14.6 20.0 5.3 -2.0 7.9 19.5 -7.7 23.2 14.6 14.3
% Rank in Cat 19 31 15 11 40 25 19 32 37 38 76
# of Funds 202 204 218 227 237 221 234 239 241 218 215
Data through 2021-10-31
Investment results shown represent historical performance and do not guarantee future results. Investment returns and principal values fluctuate with changes in interest rates and other market conditions so the value, when redeemed may be worth more or less than original costs. Current performance may be lower or higher than the performance data shown.
  Total Annualized Returns
YTD 1 Year 3 Year 5 Year 10 Year Since Inception
Investment 13.57 30.45 15.78 13.46 11.56 8.37
Morningstar Mod Tgt Risk TR USD 9.16 21.98 12.76 10.27 8.58 8.53
Morningstar Lifetime Mod 2040 TR USD 14.02 32.60 15.14 12.99 10.91 10.86
Category 14.30 31.45 15.55 13.04 10.83 10.30
Morningstar Rating --- --- ---
# of compared Target-Date 2040 funds covered (3 yrs : out of 202 funds) (5 yrs : out of 161 funds) (10 yrs : out of 93 funds)
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.
  Quarterly Trailing Average Annualized Total Returns
YTD 1-Year 3-Year 5-Year 10-Year Since Inception
Total Avg. Ann. Return % 9.13 23.08 11.65 12.13 12.17 8.14
Data through 2021-09-30
  Fees and Expenses
Expense Ratio 0.06%
Show Data Definitions

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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.