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Target-Date 2040or search across All Categories

Statistics as of Jun 06, 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 RatioTTM Yield3yr SharpeYTD Return3yr Return ▼1yr ReturnTotal Assets6M Money Flow
Target-Date 2040
Expense Ratio
0.45%
TTM Yield
5.3%
3yr Sharpe
0.69
YTD Return
4.8%
3yr Return
44.6%
1yr Return
11.4%
Total Assets
$38M
6M Money Flow
$10M
Target-Date 2040
Expense Ratio
0.36%
TTM Yield
1.5%
3yr Sharpe
0.52
YTD Return
6.8%
3yr Return
39.6%
1yr Return
13.3%
Total Assets
$46B
6M Money Flow
-$1B
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
0.44
YTD Return
7.3%
3yr Return
37.6%
1yr Return
11.4%
Total Assets
$69M
6M Money Flow
-$3M
Target-Date 2040
Expense Ratio
0.63%
TTM Yield
1.5%
3yr Sharpe
0.44
YTD Return
7.8%
3yr Return
37.4%
1yr Return
11.4%
Total Assets
$29B
6M Money Flow
-$1B
Target-Date 2040
Expense Ratio
0.24%
TTM Yield
1.7%
3yr Sharpe
0.44
YTD Return
5.9%
3yr Return
36.6%
1yr Return
11.1%
Total Assets
$692M
6M Money Flow
$260M
Target-Date 2040
Expense Ratio
0.34%
TTM Yield
4.6%
3yr Sharpe
0.44
YTD Return
5.9%
3yr Return
36.3%
1yr Return
11.4%
Total Assets
$476M
6M Money Flow
$53M
Target-Date 2040
Expense Ratio
0.27%
TTM Yield
1.8%
3yr Sharpe
0.41
YTD Return
7.2%
3yr Return
36.2%
1yr Return
11.1%
Total Assets
$4B
6M Money Flow
$543M
Target-Date 2040
Expense Ratio
0.10%
TTM Yield
2.2%
3yr Sharpe
0.45
YTD Return
6.1%
3yr Return
36.2%
1yr Return
11.4%
Total Assets
$10B
6M Money Flow
$131M
Target-Date 2040
Expense Ratio
0.47%
TTM Yield
2.4%
3yr Sharpe
0.45
YTD Return
5.1%
3yr Return
35.9%
1yr Return
10.7%
Total Assets
$1B
6M Money Flow
-$8M
Target-Date 2040
Expense Ratio
0.08%
TTM Yield
2.0%
3yr Sharpe
0.41
YTD Return
6.5%
3yr Return
35.7%
1yr Return
11.7%
Total Assets
$25B
6M Money Flow
$595M
Target-Date 2040
Expense Ratio
0.04%
TTM Yield
2.1%
3yr Sharpe
0.41
YTD Return
6.6%
3yr Return
35.6%
1yr Return
11.7%
Total Assets
$25B
6M Money Flow
$597M
Target-Date 2040
Expense Ratio
0.92%
TTM Yield
1.3%
3yr Sharpe
0.40
YTD Return
8.2%
3yr Return
35.2%
1yr Return
11.6%
Total Assets
$3B
6M Money Flow
-$100M
Target-Date 2040
Expense Ratio
0.43%
TTM Yield
1.7%
3yr Sharpe
0.42
YTD Return
5.7%
3yr Return
34.9%
1yr Return
10.0%
Total Assets
$25B
6M Money Flow
-$858M
Target-Date 2040
Expense Ratio
0.95%
TTM Yield
1.1%
3yr Sharpe
0.42
YTD Return
6.7%
3yr Return
34.9%
1yr Return
12.1%
Total Assets
$79M
6M Money Flow
$68M
Target-Date 2040
Expense Ratio
0.17%
TTM Yield
0.6%
3yr Sharpe
0.41
YTD Return
6.0%
3yr Return
34.9%
1yr Return
11.3%
Total Assets
$1B
6M Money Flow
-$27M
Target-Date 2040
Expense Ratio
0.40%
TTM Yield
2.6%
3yr Sharpe
0.42
YTD Return
5.7%
3yr Return
34.8%
1yr Return
10.2%
Total Assets
$4B
6M Money Flow
-$51M
Target-Date 2040
Expense Ratio
0.43%
TTM Yield
3.4%
3yr Sharpe
0.41
YTD Return
5.4%
3yr Return
34.7%
1yr Return
9.6%
Total Assets
$271M
6M Money Flow
-$738M
Target-Date 2040
Expense Ratio
0.25%
TTM Yield
2.2%
3yr Sharpe
0.40
YTD Return
5.7%
3yr Return
34.5%
1yr Return
11.2%
Total Assets
$124M
6M Money Flow
$2M
Target-Date 2040
Expense Ratio
0.17%
TTM Yield
2.4%
3yr Sharpe
0.41
YTD Return
5.8%
3yr Return
34.4%
1yr Return
11.2%
Total Assets
$3B
6M Money Flow
-$19M
Target-Date 2040
Expense Ratio
0.60%
TTM Yield
1.6%
3yr Sharpe
0.46
YTD Return
2.7%
3yr Return
34.2%
1yr Return
5.5%
Total Assets
$359M
6M Money Flow
$36M
Target-Date 2040
Expense Ratio
0.03%
TTM Yield
2.2%
3yr Sharpe
0.40
YTD Return
5.5%
3yr Return
34.1%
1yr Return
11.4%
Total Assets
$1B
6M Money Flow
$52M
Target-Date 2040
Expense Ratio
0.70%
TTM Yield
2.0%
3yr Sharpe
0.42
YTD Return
5.9%
3yr Return
34.0%
1yr Return
10.1%
Total Assets
$66M
6M Money Flow
$77K
Target-Date 2040
Expense Ratio
0.08%
TTM Yield
2.3%
3yr Sharpe
0.42
YTD Return
6.1%
3yr Return
33.9%
1yr Return
11.5%
Total Assets
$96B
6M Money Flow
$9M
Target-Date 2040
Expense Ratio
0.99%
TTM Yield
1.3%
3yr Sharpe
0.38
YTD Return
5.8%
3yr Return
33.6%
1yr Return
11.2%
Total Assets
$56M
6M Money Flow
$4M
Target-Date 2040
Expense Ratio
0.43%
TTM Yield
2.4%
3yr Sharpe
0.41
YTD Return
5.0%
3yr Return
33.5%
1yr Return
9.1%
Total Assets
$6B
6M Money Flow
-$325M
Target-Date 2040
Expense Ratio
0.20%
TTM Yield
2.0%
3yr Sharpe
0.38
YTD Return
5.5%
3yr Return
33.2%
1yr Return
11.1%
Total Assets
$13M
6M Money Flow
$2M
Target-Date 2040
Expense Ratio
0.49%
TTM Yield
2.1%
3yr Sharpe
0.38
YTD Return
5.7%
3yr Return
33.1%
1yr Return
10.6%
Total Assets
$1B
6M Money Flow
-$32M
Target-Date 2040
Expense Ratio
0.56%
TTM Yield
2.5%
3yr Sharpe
0.41
YTD Return
6.5%
3yr Return
32.6%
1yr Return
11.0%
Total Assets
$2B
6M Money Flow
-$47M
Target-Date 2040
Expense Ratio
0.09%
TTM Yield
2.4%
3yr Sharpe
0.36
YTD Return
5.6%
3yr Return
32.4%
1yr Return
11.1%
Total Assets
$13B
6M Money Flow
-$45M
Target-Date 2040
Expense Ratio
0.49%
TTM Yield
2.1%
3yr Sharpe
0.36
YTD Return
4.6%
3yr Return
32.1%
1yr Return
9.5%
Total Assets
$980M
6M Money Flow
$123M
Target-Date 2040
Expense Ratio
0.71%
TTM Yield
2.8%
3yr Sharpe
0.35
YTD Return
5.5%
3yr Return
31.5%
1yr Return
10.2%
Total Assets
$184M
6M Money Flow
-$12M
Target-Date 2040
Expense Ratio
0.42%
TTM Yield
2.9%
3yr Sharpe
0.35
YTD Return
6.2%
3yr Return
31.2%
1yr Return
11.0%
Total Assets
$801M
6M Money Flow
-$26M
Target-Date 2040
Expense Ratio
0.41%
TTM Yield
2.2%
3yr Sharpe
0.38
YTD Return
5.3%
3yr Return
31.1%
1yr Return
9.3%
Total Assets
$458M
6M Money Flow
-$23M
Target-Date 2040
Expense Ratio
0.59%
TTM Yield
1.9%
3yr Sharpe
0.34
YTD Return
5.2%
3yr Return
31.1%
1yr Return
9.8%
Total Assets
$5B
6M Money Flow
-$278M
Target-Date 2040
Expense Ratio
0.63%
TTM Yield
2.2%
3yr Sharpe
0.32
YTD Return
5.4%
3yr Return
31.0%
1yr Return
10.4%
Total Assets
$924M
6M Money Flow
-$54M
Target-Date 2040
Expense Ratio
0.09%
TTM Yield
2.5%
3yr Sharpe
0.33
YTD Return
6.2%
3yr Return
30.9%
1yr Return
10.9%
Total Assets
$3B
6M Money Flow
$16M
Target-Date 2040
Expense Ratio
0.35%
TTM Yield
3.3%
3yr Sharpe
0.34
YTD Return
5.6%
3yr Return
30.9%
1yr Return
10.6%
Total Assets
$570M
6M Money Flow
-$13M
Target-Date 2040
Expense Ratio
0.36%
TTM Yield
2.0%
3yr Sharpe
0.31
YTD Return
5.4%
3yr Return
30.5%
1yr Return
11.0%
Total Assets
$876M
6M Money Flow
$54M
Target-Date 2040
Expense Ratio
0.24%
TTM Yield
2.9%
3yr Sharpe
0.34
YTD Return
5.2%
3yr Return
29.7%
1yr Return
10.7%
Total Assets
$44M
6M Money Flow
-$2M
Target-Date 2040
Expense Ratio
0.25%
TTM Yield
4.0%
3yr Sharpe
0.32
YTD Return
5.1%
3yr Return
28.7%
1yr Return
10.1%
Total Assets
$43M
6M Money Flow
$282K
Target-Date 2040
Expense Ratio
0.46%
TTM Yield
2.5%
3yr Sharpe
0.26
YTD Return
5.3%
3yr Return
27.3%
1yr Return
9.0%
Total Assets
$667M
6M Money Flow
$57M
Target-Date 2040
Expense Ratio
0.19%
TTM Yield
2.8%
3yr Sharpe
0.25
YTD Return
3.7%
3yr Return
25.3%
1yr Return
7.4%
Total Assets
$200M
6M Money Flow
-$9M