VFTNX: VANGUARD FTSE SOCIAL INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 40.58 0(0.0%) May 30
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 12/26/2000 |
| Last Dividend Date: | 03/21/2025 |
| 12-Mo. Yield | 0.60% |
| Expenses | 0.14% |
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Performance Analytics (As of 05/30/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/26/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | -0.0 | 14.4 | 14.8 | 15.4 | 13.0 | 14.4 | 10.2 | 7.8 | 25.7 | 31.8 | -24.2 | 27.8 | 22.7 | 34.0 | -3.4 | 24.2 | 10.3 | 1.3 | 15.8 | 37.1 | 17.8 | -0.5 | 14.6 | 35.3 | -42.3 | -2.2 | 13.4 | 4.1 | 8.5 | 30.6 | -25.0 | -14.1 | 0.3 |
| Sharpe Ratio | NA | -0.12 | 0.53 | 0.6 | 0.7 | 0.6 | NA | NA | 0.31 | 1.37 | 1.95 | -0.97 | 2.01 | 0.63 | 2.47 | -0.27 | 3.25 | 0.72 | 0.08 | 1.33 | 3.14 | 1.33 | -0.02 | 0.74 | 1.06 | -0.95 | -0.3 | 0.93 | 0.18 | 0.63 | 1.64 | -0.99 | -0.65 | 1.18 |
| Draw Down(%) | NA | 20.4 | 20.4 | 20.4 | 29.1 | 34.2 | NA | NA | 61.9 | 9.3 | 10.3 | 29.0 | 6.0 | 34.2 | 7.0 | 19.2 | 2.9 | 12.1 | 12.1 | 7.5 | 5.6 | 11.2 | 18.7 | 16.7 | 29.7 | 54.1 | 12.7 | 7.5 | 8.7 | 9.9 | 14.0 | 33.3 | 33.7 | 1.5 |
| Standard Deviation(%) | NA | 27.7 | 21.0 | 19.2 | 19.1 | 19.4 | NA | NA | 21.1 | 13.9 | 14.2 | 26.5 | 13.8 | 35.4 | 13.2 | 17.6 | 7.3 | 14.1 | 15.9 | 11.9 | 11.8 | 13.5 | 24.6 | 19.5 | 33.0 | 45.6 | 17.1 | 10.9 | 10.5 | 11.9 | 18.2 | 26.5 | 25.5 | 23.3 |
| Treynor Ratio | NA | -0.04 | 0.15 | 0.16 | 0.2 | 0.16 | NA | NA | 0.08 | 0.29 | 0.38 | -0.37 | 0.65 | 0.24 | 0.55 | -0.06 | 0.32 | 0.11 | 0.01 | 0.19 | 0.39 | 0.21 | -0.01 | 0.15 | 0.27 | -0.37 | -0.05 | 0.13 | 0.02 | 0.1 | 0.32 | -1.08 | -0.24 | 0.21 |
| Alpha | NA | -0.02 | 0.01 | 0.0 | 0.03 | 0.01 | NA | NA | 0.01 | 0.02 | 0.0 | 0.02 | 0.1 | -0.07 | 0.03 | -0.02 | 0.0 | 0.04 | -0.03 | 0.02 | 0.01 | 0.01 | 0.0 | 0.01 | -0.03 | 0.01 | -0.05 | 0.04 | -0.02 | 0.01 | 0.02 | -0.07 | 0.04 | 0.1 |
| Beta | NA | 0.79 | 0.73 | 0.74 | 0.66 | 0.75 | NA | NA | 0.81 | 0.65 | 0.72 | 0.69 | 0.43 | 0.93 | 0.59 | 0.81 | 0.75 | 0.91 | 0.96 | 0.84 | 0.94 | 0.87 | 0.91 | 1.0 | 1.3 | 1.16 | 0.99 | 0.79 | 0.83 | 0.79 | 0.93 | 0.24 | 0.69 | 1.33 |
| RSquared | NA | 0.96 | 0.94 | 0.94 | 0.85 | 0.85 | NA | NA | 0.78 | 0.91 | 0.92 | 0.93 | 0.53 | 0.9 | 0.67 | 0.92 | 0.78 | 0.9 | 0.95 | 0.92 | 0.92 | 0.88 | 0.96 | 0.96 | 0.93 | 0.91 | 0.9 | 0.9 | 0.86 | 0.92 | 0.97 | 0.09 | 0.91 | 0.93 |
| Yield(%) | N/A | 0.2 | 1.2 | 1.4 | 1.7 | 2.3 | 3.9 | 2.9 | N/A | 1.3 | 1.5 | 1.0 | 1.2 | 1.5 | 1.9 | 1.7 | 1.8 | 2.0 | 1.6 | 1.5 | 1.8 | 2.0 | 1.3 | 1.0 | 1.5 | 1.5 | 1.6 | 1.6 | 1.4 | 1.7 | 1.3 | 0.0 | 0.6 | 0.3 |
| Dividend Growth(%) | N/A | -75.5 | 12.4 | 18.7 | 24.3 | 156.3 | N/A | N/A | N/A | 12.9 | 6.7 | 7.2 | -1.5 | 1.1 | 6.3 | 15.5 | 0.0 | 23.1 | 20.5 | 10.0 | 3.9 | 57.1 | 40.0 | -6.7 | -41.9 | -15.1 | 15.2 | 20.0 | -14.1 | 68.4 | N/A | -100.0 | 66.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/2000
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