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Target-Date 2040or search across All Categories

Statistics as of May 27, 2025

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Found total of 47 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
0.00%
TTM Yield
1.5%
3yr Sharpe
0.33
YTD Return
5.9%
3yr Return
34.7%
1yr Return
10.1%
Total Assets
$28B
6M Money Flow
-$2B
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
0.40
YTD Return
4.9%
3yr Return
36.0%
1yr Return
11.8%
Total Assets
$44B
6M Money Flow
-$881M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
1.7%
3yr Sharpe
0.32
YTD Return
4.0%
3yr Return
32.1%
1yr Return
8.6%
Total Assets
$25B
6M Money Flow
-$851M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
3.4%
3yr Sharpe
0.32
YTD Return
3.6%
3yr Return
31.9%
1yr Return
8.3%
Total Assets
$271M
6M Money Flow
-$716M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.4%
3yr Sharpe
0.30
YTD Return
3.2%
3yr Return
30.7%
1yr Return
8.0%
Total Assets
$6B
6M Money Flow
-$294M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
0.25
YTD Return
3.5%
3yr Return
28.3%
1yr Return
8.5%
Total Assets
$5B
6M Money Flow
-$282M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.30
YTD Return
6.2%
3yr Return
32.3%
1yr Return
9.9%
Total Assets
$3B
6M Money Flow
-$152M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.3%
3yr Sharpe
0.32
YTD Return
4.5%
3yr Return
31.1%
1yr Return
10.7%
Total Assets
$92B
6M Money Flow
-$141M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
0.07
YTD Return
2.7%
3yr Return
19.4%
1yr Return
7.3%
Total Assets
$1B
6M Money Flow
-$130M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.4%
3yr Sharpe
0.27
YTD Return
4.0%
3yr Return
29.4%
1yr Return
10.5%
Total Assets
$13B
6M Money Flow
-$78M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.6%
3yr Sharpe
0.31
YTD Return
4.0%
3yr Return
31.9%
1yr Return
9.4%
Total Assets
$4B
6M Money Flow
-$51M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
0.21
YTD Return
3.6%
3yr Return
28.2%
1yr Return
9.1%
Total Assets
$919M
6M Money Flow
-$49M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.6%
3yr Sharpe
0.32
YTD Return
4.9%
3yr Return
29.8%
1yr Return
9.9%
Total Assets
$2B
6M Money Flow
-$49M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
3.3%
3yr Sharpe
0.24
YTD Return
4.0%
3yr Return
28.1%
1yr Return
9.9%
Total Assets
$549M
6M Money Flow
-$43M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.1%
3yr Sharpe
0.29
YTD Return
4.0%
3yr Return
30.2%
1yr Return
9.6%
Total Assets
$1B
6M Money Flow
-$31M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
0.6%
3yr Sharpe
0.31
YTD Return
4.3%
3yr Return
31.8%
1yr Return
10.6%
Total Assets
$1B
6M Money Flow
-$24M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
0.28
YTD Return
3.7%
3yr Return
28.4%
1yr Return
8.2%
Total Assets
$451M
6M Money Flow
-$19M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.9%
3yr Sharpe
0.25
YTD Return
3.9%
3yr Return
28.7%
1yr Return
9.3%
Total Assets
$183M
6M Money Flow
-$15M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.9%
3yr Sharpe
0.26
YTD Return
4.2%
3yr Return
28.3%
1yr Return
9.2%
Total Assets
$787M
6M Money Flow
-$12M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
0.24
YTD Return
4.6%
3yr Return
28.2%
1yr Return
10.1%
Total Assets
$3B
6M Money Flow
-$11M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.4%
3yr Sharpe
0.31
YTD Return
4.2%
3yr Return
31.6%
1yr Return
10.5%
Total Assets
$3B
6M Money Flow
-$11M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.8%
3yr Sharpe
0.16
YTD Return
2.2%
3yr Return
22.9%
1yr Return
7.2%
Total Assets
$198M
6M Money Flow
-$9M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
0.34
YTD Return
5.4%
3yr Return
34.8%
1yr Return
10.1%
Total Assets
$67M
6M Money Flow
-$2M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
6.5%
3yr Sharpe
0.09
YTD Return
3.8%
3yr Return
18.5%
1yr Return
8.6%
Total Assets
$5M
6M Money Flow
-$160K
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
4.1%
3yr Sharpe
0.23
YTD Return
3.6%
3yr Return
26.2%
1yr Return
9.3%
Total Assets
$43M
6M Money Flow
$183K
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.9%
3yr Sharpe
0.23
YTD Return
3.8%
3yr Return
27.4%
1yr Return
9.9%
Total Assets
$43M
6M Money Flow
$379K
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.1%
3yr Return
-
1yr Return
-
Total Assets
$2M
6M Money Flow
$440K
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
0.33
YTD Return
4.3%
3yr Return
31.1%
1yr Return
9.1%
Total Assets
$63M
6M Money Flow
$857K
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
0.29
YTD Return
4.0%
3yr Return
31.4%
1yr Return
10.3%
Total Assets
$122M
6M Money Flow
$2M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
0.28
YTD Return
3.9%
3yr Return
30.0%
1yr Return
10.2%
Total Assets
$13M
6M Money Flow
$2M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
5.1%
3yr Return
-
1yr Return
9.4%
Total Assets
$8M
6M Money Flow
$2M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.28
YTD Return
4.1%
3yr Return
30.6%
1yr Return
10.2%
Total Assets
$55M
6M Money Flow
$4M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.4%
3yr Sharpe
0.37
YTD Return
3.4%
3yr Return
33.0%
1yr Return
9.9%
Total Assets
$1B
6M Money Flow
$5M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
5.4%
3yr Sharpe
0.58
YTD Return
3.2%
3yr Return
41.5%
1yr Return
10.7%
Total Assets
$38M
6M Money Flow
$7M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
-
YTD Return
4.0%
3yr Return
-
1yr Return
10.9%
Total Assets
$33M
6M Money Flow
$11M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
0.17
YTD Return
3.6%
3yr Return
24.6%
1yr Return
7.8%
Total Assets
$659M
6M Money Flow
$40M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
1.7%
3yr Sharpe
0.37
YTD Return
1.3%
3yr Return
31.8%
1yr Return
4.8%
Total Assets
$353M
6M Money Flow
$43M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
0.30
YTD Return
3.9%
3yr Return
31.0%
1yr Return
10.8%
Total Assets
$1B
6M Money Flow
$49M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
0.22
YTD Return
3.7%
3yr Return
27.5%
1yr Return
10.1%
Total Assets
$870M
6M Money Flow
$52M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
1.1%
3yr Sharpe
0.31
YTD Return
5.1%
3yr Return
31.9%
1yr Return
11.0%
Total Assets
$78M
6M Money Flow
$70M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
4.7%
3yr Sharpe
0.34
YTD Return
4.2%
3yr Return
33.5%
1yr Return
10.5%
Total Assets
$467M
6M Money Flow
$77M
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
0.36
YTD Return
4.4%
3yr Return
33.1%
1yr Return
10.6%
Total Assets
$10B
6M Money Flow
$85M