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VFTAX: Vanguard FTSE Social Index Fund Admiral (MUTUAL FUND)
Basic Info 53.9 0.78(1.47%) May 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (0%) |
| Start Date: | 02/08/2019 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 0.93% |
| Expenses | 0.14% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 02/08/2019 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.1 | -4.4 | 13.7 | 12.7 | 16.3 | 14.5 | 26.0 | 31.8 | -24.2 | 27.7 | 22.7 | 23.4 |
| Sharpe Ratio | NA | -0.53 | 0.36 | 0.42 | 0.72 | 0.56 | 1.39 | 1.95 | -0.97 | 2.0 | 0.63 | 2.01 |
| Draw Down(%) | NA | 20.4 | 20.4 | 20.4 | 29.1 | 34.2 | 9.3 | 10.3 | 29.0 | 6.0 | 34.2 | 7.0 |
| Standard Deviation(%) | NA | 29.5 | 20.6 | 19.8 | 19.1 | 21.8 | 13.9 | 14.2 | 26.5 | 13.8 | 35.4 | 12.5 |
| Treynor Ratio | NA | -0.15 | 0.07 | 0.08 | 0.13 | 0.12 | 0.18 | 0.26 | -0.24 | 0.27 | 0.22 | 0.24 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 1.04 | 1.05 | 1.06 | 1.05 | 1.04 | 1.08 | 1.06 | 1.07 | 1.03 | 1.02 | 1.05 |
| RSquared | NA | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.0 | 0.9 | 1.2 | 1.7 | N/A | 1.2 | 1.4 | 1.0 | 1.2 | 1.4 | 1.7 |
| Dividend Growth(%) | N/A | -100.0 | -14.4 | 7.8 | N/A | N/A | 12.4 | 6.6 | 7.1 | -2.0 | 1.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/08/2019
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