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Target-Date 2040or search across All Categories

Statistics as of Apr 02, 2025

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Found total of 48 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense Ratio ▼TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Target-Date 2040
Expense Ratio
1.35%
TTM Yield
1.9%
3yr Sharpe
-0.13
YTD Return
0.4%
3yr Return
9.4%
1yr Return
5.5%
Total Assets
$1B
6M Money Flow
-$159M
Target-Date 2040
Expense Ratio
0.99%
TTM Yield
1.3%
3yr Sharpe
0.08
YTD Return
1.6%
3yr Return
17.4%
1yr Return
7.2%
Total Assets
$3B
6M Money Flow
-$162M
Target-Date 2040
Expense Ratio
0.99%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-6.8%
3yr Return
-
1yr Return
-
Total Assets
$2M
6M Money Flow
$451K
Target-Date 2040
Expense Ratio
0.95%
TTM Yield
1.1%
3yr Sharpe
0.08
YTD Return
0.8%
3yr Return
17.2%
1yr Return
7.5%
Total Assets
$76M
6M Money Flow
$69M
Target-Date 2040
Expense Ratio
0.71%
TTM Yield
3.0%
3yr Sharpe
0.03
YTD Return
0.3%
3yr Return
15.3%
1yr Return
6.6%
Total Assets
$180M
6M Money Flow
-$15M
Target-Date 2040
Expense Ratio
0.63%
TTM Yield
1.6%
3yr Sharpe
0.12
YTD Return
1.3%
3yr Return
19.6%
1yr Return
7.4%
Total Assets
$28B
6M Money Flow
-$2B
Target-Date 2040
Expense Ratio
0.63%
TTM Yield
2.3%
3yr Sharpe
0.00
YTD Return
0.3%
3yr Return
13.8%
1yr Return
7.1%
Total Assets
$893M
6M Money Flow
-$48M
Target-Date 2040
Expense Ratio
0.60%
TTM Yield
1.7%
3yr Sharpe
0.19
YTD Return
-2.1%
3yr Return
21.5%
1yr Return
3.5%
Total Assets
$327M
6M Money Flow
$48M
Target-Date 2040
Expense Ratio
0.59%
TTM Yield
2.0%
3yr Sharpe
0.05
YTD Return
0.6%
3yr Return
16.4%
1yr Return
6.6%
Total Assets
$5B
6M Money Flow
-$249M
Target-Date 2040
Expense Ratio
0.56%
TTM Yield
2.7%
3yr Sharpe
0.10
YTD Return
1.0%
3yr Return
17.8%
1yr Return
7.3%
Total Assets
$2B
6M Money Flow
-$48M
Target-Date 2040
Expense Ratio
0.54%
TTM Yield
1.7%
3yr Sharpe
0.11
YTD Return
0.4%
3yr Return
19.1%
1yr Return
6.9%
Total Assets
$27M
6M Money Flow
$276K
Target-Date 2040
Expense Ratio
0.52%
TTM Yield
2.1%
3yr Sharpe
0.11
YTD Return
0.8%
3yr Return
18.6%
1yr Return
7.1%
Total Assets
$65M
6M Money Flow
$2M
Target-Date 2040
Expense Ratio
0.49%
TTM Yield
2.2%
3yr Sharpe
0.07
YTD Return
0.4%
3yr Return
16.9%
1yr Return
7.4%
Total Assets
$1B
6M Money Flow
-$26M
Target-Date 2040
Expense Ratio
0.49%
TTM Yield
2.2%
3yr Sharpe
0.06
YTD Return
0.1%
3yr Return
16.5%
1yr Return
7.1%
Total Assets
$890M
6M Money Flow
$92M
Target-Date 2040
Expense Ratio
0.49%
TTM Yield
1.5%
3yr Sharpe
-
YTD Return
0.7%
3yr Return
-
1yr Return
6.9%
Total Assets
$8M
6M Money Flow
$2M
Target-Date 2040
Expense Ratio
0.47%
TTM Yield
1.3%
3yr Sharpe
0.07
YTD Return
0.6%
3yr Return
16.9%
1yr Return
7.9%
Total Assets
$52M
6M Money Flow
$3M
Target-Date 2040
Expense Ratio
0.46%
TTM Yield
2.6%
3yr Sharpe
0.00
YTD Return
0.7%
3yr Return
13.7%
1yr Return
6.0%
Total Assets
$608M
6M Money Flow
$38M
Target-Date 2040
Expense Ratio
0.45%
TTM Yield
5.6%
3yr Sharpe
0.35
YTD Return
-0.2%
3yr Return
28.4%
1yr Return
9.4%
Total Assets
$33M
6M Money Flow
$9M
Target-Date 2040
Expense Ratio
0.43%
TTM Yield
1.8%
3yr Sharpe
0.11
YTD Return
1.2%
3yr Return
18.6%
1yr Return
7.3%
Total Assets
$24B
6M Money Flow
-$994M
Target-Date 2040
Expense Ratio
0.43%
TTM Yield
2.5%
3yr Sharpe
0.10
YTD Return
-0.4%
3yr Return
17.9%
1yr Return
5.7%
Total Assets
$6B
6M Money Flow
-$343M
Target-Date 2040
Expense Ratio
0.43%
TTM Yield
3.5%
3yr Sharpe
0.11
YTD Return
0.8%
3yr Return
18.3%
1yr Return
6.9%
Total Assets
$321M
6M Money Flow
-$703M
Target-Date 2040
Expense Ratio
0.42%
TTM Yield
3.0%
3yr Sharpe
0.09
YTD Return
1.0%
3yr Return
18.0%
1yr Return
7.2%
Total Assets
$770M
6M Money Flow
-$18M
Target-Date 2040
Expense Ratio
0.41%
TTM Yield
2.3%
3yr Sharpe
0.07
YTD Return
1.4%
3yr Return
16.6%
1yr Return
7.2%
Total Assets
$451M
6M Money Flow
$585K
Target-Date 2040
Expense Ratio
0.40%
TTM Yield
2.7%
3yr Sharpe
0.11
YTD Return
0.8%
3yr Return
18.7%
1yr Return
7.5%
Total Assets
$4B
6M Money Flow
-$29M
Target-Date 2040
Expense Ratio
0.36%
TTM Yield
1.6%
3yr Sharpe
0.16
YTD Return
0.1%
3yr Return
20.7%
1yr Return
8.0%
Total Assets
$46B
6M Money Flow
$309M
Target-Date 2040
Expense Ratio
0.36%
TTM Yield
2.1%
3yr Sharpe
0.01
YTD Return
0.6%
3yr Return
14.5%
1yr Return
8.1%
Total Assets
$815M
6M Money Flow
$47M
Target-Date 2040
Expense Ratio
0.35%
TTM Yield
3.4%
3yr Sharpe
0.05
YTD Return
1.2%
3yr Return
15.9%
1yr Return
8.7%
Total Assets
$559M
6M Money Flow
-$53M
Target-Date 2040
Expense Ratio
0.29%
TTM Yield
1.9%
3yr Sharpe
0.10
YTD Return
1.2%
3yr Return
18.5%
1yr Return
7.5%
Total Assets
$3B
6M Money Flow
$504M
Target-Date 2040
Expense Ratio
0.25%
TTM Yield
2.3%
3yr Sharpe
0.08
YTD Return
0.3%
3yr Return
17.7%
1yr Return
8.0%
Total Assets
$116M
6M Money Flow
$5M
Target-Date 2040
Expense Ratio
0.25%
TTM Yield
4.2%
3yr Sharpe
0.05
YTD Return
0.9%
3yr Return
16.2%
1yr Return
8.2%
Total Assets
$34M
6M Money Flow
$10K
Target-Date 2040
Expense Ratio
0.25%
TTM Yield
6.5%
3yr Sharpe
-0.07
YTD Return
2.3%
3yr Return
11.9%
1yr Return
7.6%
Total Assets
$5M
6M Money Flow
-$161K
Target-Date 2040
Expense Ratio
0.24%
TTM Yield
1.8%
3yr Sharpe
0.13
YTD Return
0.8%
3yr Return
19.8%
1yr Return
7.9%
Total Assets
$602M
6M Money Flow
$270M
Target-Date 2040
Expense Ratio
0.24%
TTM Yield
3.0%
3yr Sharpe
0.03
YTD Return
0.4%
3yr Return
15.0%
1yr Return
7.4%
Total Assets
$42M
6M Money Flow
-$1M
Target-Date 2040
Expense Ratio
0.23%
TTM Yield
4.9%
3yr Sharpe
0.15
YTD Return
0.5%
3yr Return
20.3%
1yr Return
8.3%
Total Assets
$437M
6M Money Flow
$72M
Target-Date 2040
Expense Ratio
0.20%
TTM Yield
2.1%
3yr Sharpe
0.07
YTD Return
0.3%
3yr Return
17.0%
1yr Return
8.2%
Total Assets
$12M
6M Money Flow
$2M
Target-Date 2040
Expense Ratio
0.19%
TTM Yield
2.8%
3yr Sharpe
-0.01
YTD Return
0.8%
3yr Return
13.7%
1yr Return
7.1%
Total Assets
$197M
6M Money Flow
-$9M
Target-Date 2040
Expense Ratio
0.17%
TTM Yield
2.5%
3yr Sharpe
0.11
YTD Return
0.7%
3yr Return
18.4%
1yr Return
8.4%
Total Assets
$3B
6M Money Flow
-$27M
Target-Date 2040
Expense Ratio
0.12%
TTM Yield
2.5%
3yr Sharpe
0.16
YTD Return
0.2%
3yr Return
20.9%
1yr Return
7.9%
Total Assets
$1B
6M Money Flow
$8M
Target-Date 2040
Expense Ratio
0.11%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
0.8%
3yr Return
-
1yr Return
9.1%
Total Assets
$28M
6M Money Flow
$13M
Target-Date 2040
Expense Ratio
0.10%
TTM Yield
2.3%
3yr Sharpe
0.14
YTD Return
0.8%
3yr Return
19.9%
1yr Return
8.5%
Total Assets
$10B
6M Money Flow
$169M
Target-Date 2040
Expense Ratio
0.08%
TTM Yield
2.4%
3yr Sharpe
0.09
YTD Return
0.6%
3yr Return
17.6%
1yr Return
8.1%
Total Assets
$92B
6M Money Flow
-$306M
Target-Date 2040
Expense Ratio
0.08%
TTM Yield
2.1%
3yr Sharpe
0.09
YTD Return
0.9%
3yr Return
18.2%
1yr Return
8.5%
Total Assets
$24B
6M Money Flow
$788M