Each Vanguard Target Retirement Fund comes with atarget datethat identifies the earliest year its investors are expected to retire. For example, theVanguard Target Retirement Fund 2030is aimed at investors who plan to flick the Vs to working life between 2030 and 2034, while theVanguard Target Re...
If retirement planning is top of mind for you, zero in on Vanguard’s individual retirement accounts and tools: Vanguard IRA Review. What is a Vanguard brokerage account? Vanguard is primarily known as a fund company, but it also operates a brokerage where you buy and sell stocks, bonds, ...
V026Benchmark Note: Returns are unadjusted for transaction fees where applicable. The performance data shown represent past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate, so investors' shares, when sold, may be worth more or less ...
1685 0.21 0.54 — Primary benchmark* 0.23 0.57 0.58 Broad-based benchmark 0.38 0.70 0.72 Sortino ratio 1685 0.40 0.88 — Primary benchmark* 0.43 0.92 0.93 Broad-based benchmark 0.66 1.14 1.16 Risk measures are calculated from trailing 3, 5, and 10 year fund returns relative to the associate...
companies. The Fund attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index. Fund Statistics Fund Category: 81 Price To Book: ...
DRSVX $23.75 Foundry Partners Small Cap Value Fund Inv-0.01% MEMFX $31.42 MFS Emerging Markets Equity Fund Retirement-0.38% CSMRX $0.00 Carillon Scout Mid Cap Fund Class R-30.00% SPSUMN $567.91 S&P Select Sector Capped 20% Materials Index Net TR-5.16% NQDMEU1700 $429.47 NASDAQ DM Europe...
Investments in Target Retirement Funds are subject to the risks of their underlying funds. The year in the Fund name refers to the approximate year (the target date) when an investor in the Fund would retire and leave the work force. The Fund will gradually shift its emphasis from more aggr...
Target Retirement 2065 Trust Select Overview Performance snapshot Quarter-end total returnsas of09/30/2024 1year3year5year10yearSinceinception0%5%10%15%20%25%30%35%29.01%29.26%6.94%7.17%11.16%11.52%9.43%10.41%10.07% 1795 Benchmark Note: Returns are unadjusted for transaction fees where ...
1679Benchmark Note: Returns are unadjusted for transaction fees where applicable. The performance data shown represent past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate, so investors' shares, when sold, may be worth more or less th...
Trust Retirement Savings Trust IIIEXPENSE RATIO Note TOTAL ASSETS $21.3B As of10/31/2024 SHARE CLASS ASSETS $10.7B As of10/31/2024 YTD RETURN 2.19% As of11/10/2024 BENCHMARK FTSE Three-Month U.S. Treasury Bill Index Overview Performance & Price Fees & Costs Portfolio Yield & Distribution...