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Vanguard Target Retirement 2045 Fund (VTIVX)
At close: 8:01 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 15.64% |
| 5y Average Return | 9.97% |
| Number of Years Up | 15 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Nov 6, 2024) | 28.15% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 28.15% |
| Worst 3Y Total Return | 3.74% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VTIVX
Category
- YTD
- 12.98%
- 11.62%
- 1-Month
- -2.27%
- 1.08%
- 3-Month
- 1.89%
- 6.42%
- 1-Year
- 28.35%
- 36.05%
- 3-Year
- 4.07%
- 13.52%
- 5-Year
- 9.72%
- 13.44%
- 10-Year
- 8.54%
- 9.97%
- Last Bull Market
- 20.94%
- 20.43%
- Last Bear Market
- -13.93%
- -18.27%
Annual Total Return (%) History
Year
VTIVX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.45% | 1.90% | 6.57% | -- |
| 2023 | 6.49% | 5.10% | -3.45% | 10.57% |
| 2022 | -5.67% | -13.93% | -6.51% | 8.89% |
| 2021 | 4.47% | 6.55% | -1.08% | 5.49% |
| 2020 | -19.88% | 18.70% | 7.36% | 13.90% |
| 2019 | 11.48% | 3.51% | 0.26% | 8.00% |
| 2018 | -0.58% | 0.94% | 4.03% | -11.78% |
| 2017 | 6.19% | 3.84% | 4.66% | 5.22% |
| 2016 | 0.79% | 1.79% | 4.82% | 1.24% |
| 2015 | 2.41% | 0.10% | -7.95% | 4.30% |
| 2014 | 1.69% | 4.60% | -1.48% | 2.26% |
| 2013 | 7.63% | 0.64% | 6.73% | 7.59% |
| 2012 | 11.34% | -3.77% | 5.95% | 1.81% |
| 2011 | 4.89% | 0.42% | -14.91% | 8.76% |
| 2010 | 4.83% | -10.24% | 11.76% | 9.54% |
| 2009 | -9.82% | 17.15% | 15.73% | 4.82% |
| 2008 | -8.08% | -1.66% | -9.90% | -19.65% |
| 2007 | 1.89% | 5.69% | 2.14% | -2.29% |
| 2006 | 5.25% | -1.44% | 4.29% | 7.20% |
| 2005 | -1.76% | 1.62% | 4.70% | 2.32% |
| 2004 | 2.89% | 0.82% | -1.17% | 10.11% |
Rank in Category (By Total Return)
| YTD | 65 |
| 1-Month | 57 |
| 3-Month | 34 |
| 1-Year | 70 |
| 3-Year | 38 |
| 5-Year | 43 |
Load Adjusted Returns
| 1-Year | 28.35% |
| 3-Year | 4.07% |
| 5-Year | 9.72% |
| 10-Year | 8.54% |
Performance & Risk
| YTD Return | 15.64% |
| 5y Average Return | 9.97% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.19 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2045 |
| Fund Family | Vanguard |
| Net Assets | 89.07B |
| YTD Return | 12.98% |
| Yield | 2.02% |
| Morningstar Rating | |
| Inception Date | Oct 27, 2003 |
Fund Summary
The fund invests in a mix of Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2045 (the target year). The fund's asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase.
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