Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VFTAX (Vanguard FTSE Social Index Fund Admiral) | 7.19% | 15.45% | 20.33% | 15.11% | NA | NA | NA | 17.31% |
Data as of 07/18/2025, AR inception is 02/08/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VFTAX (Vanguard FTSE Social Index Fund Admiral) | 02/08/2019 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.77 | 15.45 | 20.33 | 15.11 | NA | NA | NA | 17.31 | 7.19 | 25.97 | 31.79 | -24.22 | 27.70 | 22.66 | 23.40 |
| Sharpe Ratio | NA | 0.58 | 0.92 | 0.71 | NA | NA | NA | 0.66 | 0.43 | 1.61 | 2.00 | -0.97 | 2.00 | 0.63 | 2.01 |
| Standard Deviation(%) | NA | 21.06 | 18.42 | 18.78 | NA | NA | NA | 21.63 | 24.62 | 13.92 | 14.22 | 26.50 | 13.82 | 35.40 | 12.51 |
| Draw Down(%) | NA | 20.18 | 20.18 | 29.12 | NA | NA | NA | 34.18 | 20.18 | 9.34 | 10.34 | 28.98 | 6.02 | 34.18 | 6.99 |
| Yield(%) | 0.00 | 1.06 | 1.49 | 1.56 | 1.24 | 0.83 | 0.62 | 2.07 | 0.48 | 1.25 | 1.44 | 1.00 | 1.20 | 1.45 | 1.75 |
Data as of 07/18/2025, AR inception is 02/08/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFTAX (Vanguard FTSE Social Index Fund Admiral) |
5.88%
Dec 2019 - Dec 2022 |
13.17%
Apr 2019 - Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFTAX (Vanguard FTSE Social Index Fund Admiral) |
20.51%
Jun 2022 - Jun 2025 |
18.22%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart