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Target-Date 2040or search across All Categories

Statistics as of Apr 04, 2025

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Found total of 49 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 RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Target-Date 2040
Expense Ratio
0.08%
TTM Yield
2.6%
3yr Sharpe
0.09
YTD Return
-6.4%
3yr Return
8.8%
1yr Return
1.2%
Total Assets
$91B
6M Money Flow
-$449M
Target-Date 2040
Expense Ratio
0.36%
TTM Yield
1.8%
3yr Sharpe
0.16
YTD Return
-7.6%
3yr Return
10.7%
1yr Return
0.3%
Total Assets
$46B
6M Money Flow
$309M
Target-Date 2040
Expense Ratio
0.63%
TTM Yield
1.7%
3yr Sharpe
0.12
YTD Return
-6.9%
3yr Return
9.1%
1yr Return
-0.9%
Total Assets
$28B
6M Money Flow
-$2B
Target-Date 2040
Expense Ratio
0.08%
TTM Yield
2.3%
3yr Sharpe
0.09
YTD Return
-6.8%
3yr Return
8.3%
1yr Return
0.7%
Total Assets
$24B
6M Money Flow
$788M
Target-Date 2040
Expense Ratio
0.04%
TTM Yield
2.2%
3yr Sharpe
0.09
YTD Return
-6.8%
3yr Return
8.2%
1yr Return
0.7%
Total Assets
$24B
6M Money Flow
$748M
Target-Date 2040
Expense Ratio
0.43%
TTM Yield
1.9%
3yr Sharpe
0.11
YTD Return
-7.4%
3yr Return
8.0%
1yr Return
-1.2%
Total Assets
$22B
6M Money Flow
-$994M
Target-Date 2040
Expense Ratio
0.06%
TTM Yield
2.7%
3yr Sharpe
0.06
YTD Return
-6.4%
3yr Return
7.7%
1yr Return
1.4%
Total Assets
$12B
6M Money Flow
-$87M
Target-Date 2040
Expense Ratio
0.10%
TTM Yield
2.5%
3yr Sharpe
0.14
YTD Return
-6.7%
3yr Return
10.3%
1yr Return
1.0%
Total Assets
$10B
6M Money Flow
$169M
Target-Date 2040
Expense Ratio
0.43%
TTM Yield
2.7%
3yr Sharpe
0.10
YTD Return
-7.8%
3yr Return
8.4%
1yr Return
-1.7%
Total Assets
$6B
6M Money Flow
-$343M
Target-Date 2040
Expense Ratio
0.59%
TTM Yield
2.2%
3yr Sharpe
0.05
YTD Return
-7.1%
3yr Return
6.8%
1yr Return
-1.2%
Total Assets
$4B
6M Money Flow
-$249M
Target-Date 2040
Expense Ratio
0.40%
TTM Yield
3.0%
3yr Sharpe
0.11
YTD Return
-6.9%
3yr Return
9.0%
1yr Return
-0.2%
Total Assets
$4B
6M Money Flow
-$29M
Target-Date 2040
Expense Ratio
0.49%
TTM Yield
1.8%
3yr Sharpe
0.08
YTD Return
-7.1%
3yr Return
7.3%
1yr Return
-0.9%
Total Assets
$4B
6M Money Flow
$844M
Target-Date 2040
Expense Ratio
0.29%
TTM Yield
2.0%
3yr Sharpe
0.10
YTD Return
-7.1%
3yr Return
8.0%
1yr Return
-0.7%
Total Assets
$3B
6M Money Flow
$504M
Target-Date 2040
Expense Ratio
0.06%
TTM Yield
2.8%
3yr Sharpe
0.02
YTD Return
-5.9%
3yr Return
6.4%
1yr Return
0.9%
Total Assets
$3B
6M Money Flow
-$5M
Target-Date 2040
Expense Ratio
0.99%
TTM Yield
1.4%
3yr Sharpe
0.08
YTD Return
-6.6%
3yr Return
7.1%
1yr Return
-1.1%
Total Assets
$3B
6M Money Flow
-$162M
Target-Date 2040
Expense Ratio
0.17%
TTM Yield
2.7%
3yr Sharpe
0.11
YTD Return
-7.1%
3yr Return
8.7%
1yr Return
0.6%
Total Assets
$3B
6M Money Flow
-$27M
Target-Date 2040
Expense Ratio
0.56%
TTM Yield
2.9%
3yr Sharpe
0.10
YTD Return
-5.9%
3yr Return
9.2%
1yr Return
0.4%
Total Assets
$1B
6M Money Flow
-$48M
Target-Date 2040
Expense Ratio
1.35%
TTM Yield
2.1%
3yr Sharpe
-0.13
YTD Return
-5.4%
3yr Return
2.6%
1yr Return
-0.3%
Total Assets
$1B
6M Money Flow
-$159M
Target-Date 2040
Expense Ratio
0.08%
TTM Yield
2.5%
3yr Sharpe
0.09
YTD Return
-7.0%
3yr Return
8.6%
1yr Return
1.0%
Total Assets
$1B
6M Money Flow
$56M
Target-Date 2040
Expense Ratio
0.12%
TTM Yield
2.7%
3yr Sharpe
0.16
YTD Return
-7.7%
3yr Return
11.0%
1yr Return
0.0%
Total Assets
$1B
6M Money Flow
$8M
Target-Date 2040
Expense Ratio
0.49%
TTM Yield
2.3%
3yr Sharpe
0.07
YTD Return
-7.0%
3yr Return
7.6%
1yr Return
0.0%
Total Assets
$1B
6M Money Flow
-$26M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
0.7%
3yr Sharpe
0.10
YTD Return
-7.3%
3yr Return
8.2%
1yr Return
0.4%
Total Assets
$929M
6M Money Flow
-$28M
Target-Date 2040
Expense Ratio
0.63%
TTM Yield
2.5%
3yr Sharpe
0.00
YTD Return
-8.0%
3yr Return
3.8%
1yr Return
-1.2%
Total Assets
$864M
6M Money Flow
-$48M
Target-Date 2040
Expense Ratio
0.49%
TTM Yield
2.4%
3yr Sharpe
0.06
YTD Return
-7.8%
3yr Return
6.8%
1yr Return
-0.8%
Total Assets
$820M
6M Money Flow
$92M
Target-Date 2040
Expense Ratio
0.36%
TTM Yield
2.3%
3yr Sharpe
0.01
YTD Return
-7.5%
3yr Return
4.8%
1yr Return
0.0%
Total Assets
$790M
6M Money Flow
$47M
Target-Date 2040
Expense Ratio
0.42%
TTM Yield
3.3%
3yr Sharpe
0.09
YTD Return
-6.6%
3yr Return
8.6%
1yr Return
-0.4%
Total Assets
$717M
6M Money Flow
-$18M
Target-Date 2040
Expense Ratio
0.46%
TTM Yield
2.8%
3yr Sharpe
0.00
YTD Return
-7.2%
3yr Return
4.4%
1yr Return
-1.9%
Total Assets
$592M
6M Money Flow
$38M
Target-Date 2040
Expense Ratio
0.24%
TTM Yield
2.0%
3yr Sharpe
0.13
YTD Return
-7.9%
3yr Return
8.8%
1yr Return
-0.9%
Total Assets
$552M
6M Money Flow
$270M
Target-Date 2040
Expense Ratio
0.35%
TTM Yield
3.7%
3yr Sharpe
0.05
YTD Return
-6.0%
3yr Return
7.1%
1yr Return
1.4%
Total Assets
$546M
6M Money Flow
-$45M
Target-Date 2040
Expense Ratio
0.41%
TTM Yield
2.5%
3yr Sharpe
0.07
YTD Return
-5.9%
3yr Return
7.7%
1yr Return
-0.1%
Total Assets
$416M
6M Money Flow
$585K
Target-Date 2040
Expense Ratio
0.23%
TTM Yield
5.3%
3yr Sharpe
0.15
YTD Return
-7.8%
3yr Return
9.6%
1yr Return
-0.1%
Total Assets
$403M
6M Money Flow
$72M
Target-Date 2040
Expense Ratio
0.60%
TTM Yield
1.9%
3yr Sharpe
0.19
YTD Return
-9.5%
3yr Return
11.6%
1yr Return
-3.8%
Total Assets
$304M
6M Money Flow
$48M
Target-Date 2040
Expense Ratio
0.43%
TTM Yield
3.9%
3yr Sharpe
0.11
YTD Return
-7.5%
3yr Return
7.9%
1yr Return
-1.4%
Total Assets
$296M
6M Money Flow
-$703M
Target-Date 2040
Expense Ratio
0.19%
TTM Yield
3.0%
3yr Sharpe
-0.01
YTD Return
-5.5%
3yr Return
6.1%
1yr Return
0.8%
Total Assets
$185M
6M Money Flow
-$9M
Target-Date 2040
Expense Ratio
0.71%
TTM Yield
3.2%
3yr Sharpe
0.03
YTD Return
-6.7%
3yr Return
6.6%
1yr Return
-0.4%
Total Assets
$168M
6M Money Flow
-$15M
Target-Date 2040
Expense Ratio
0.25%
TTM Yield
2.5%
3yr Sharpe
0.08
YTD Return
-7.7%
3yr Return
7.6%
1yr Return
-0.2%
Total Assets
$108M
6M Money Flow
$5M
Target-Date 2040
Expense Ratio
0.95%
TTM Yield
1.2%
3yr Sharpe
0.08
YTD Return
-6.5%
3yr Return
8.1%
1yr Return
0.1%
Total Assets
$71M
6M Money Flow
$69M
Target-Date 2040
Expense Ratio
0.01%
TTM Yield
2.4%
3yr Sharpe
0.12
YTD Return
-7.0%
3yr Return
9.1%
1yr Return
-0.4%
Total Assets
$66M
6M Money Flow
-$4M
Target-Date 2040
Expense Ratio
0.27%
TTM Yield
2.5%
3yr Sharpe
0.13
YTD Return
-7.0%
3yr Return
9.4%
1yr Return
-0.4%
Total Assets
$65M
6M Money Flow
$2M
Target-Date 2040
Expense Ratio
0.52%
TTM Yield
2.2%
3yr Sharpe
0.11
YTD Return
-7.1%
3yr Return
8.6%
1yr Return
-0.7%
Total Assets
$61M
6M Money Flow
$2M
Target-Date 2040
Expense Ratio
0.47%
TTM Yield
1.4%
3yr Sharpe
0.07
YTD Return
-7.3%
3yr Return
7.1%
1yr Return
-0.1%
Total Assets
$47M
6M Money Flow
$3M
Target-Date 2040
Expense Ratio
0.24%
TTM Yield
3.2%
3yr Sharpe
0.03
YTD Return
-6.7%
3yr Return
6.4%
1yr Return
0.1%
Total Assets
$40M
6M Money Flow
-$1M