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VFTAX: Vanguard FTSE Social Index Fund Admiral (MUTUAL FUND)
Basic Info 70.37 2.25(3.10%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (0%) |
| Start Date: | 02/08/2019 |
| Last Dividend Date: | 03/20/2026 |
| 12-Mo. Yield | 1.03% |
| Expenses | 0.14% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.1 | 7.7 | 25.1 | 21.8 | 12.8 | 16.6 | 17.2 | 26.0 | 31.8 | -24.2 | 27.7 | 22.7 | 23.4 |
| Sharpe Ratio | NA | 1.03 | 1.64 | 1.15 | 0.56 | 0.7 | 0.73 | 1.61 | 2.0 | -0.97 | 2.0 | 0.63 | 2.01 |
| Draw Down(%) | NA | 11.8 | 11.8 | 20.2 | 29.1 | 34.2 | 20.2 | 9.3 | 10.3 | 29.0 | 6.0 | 34.2 | 7.0 |
| Standard Deviation(%) | NA | 15.9 | 13.7 | 16.2 | 18.4 | 20.9 | 19.9 | 13.9 | 14.2 | 26.5 | 13.8 | 35.4 | 12.5 |
| Treynor Ratio | NA | 0.15 | 0.2 | 0.17 | 0.1 | 0.14 | 0.14 | 0.21 | 0.27 | -0.24 | 0.27 | 0.23 | 0.24 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 1.12 | 1.1 | 1.07 | 1.07 | 1.03 | 1.05 | 1.08 | 1.06 | 1.07 | 1.03 | 0.97 | 1.05 |
| RSquared | NA | 0.98 | 0.96 | 0.98 | 0.99 | 0.96 | 0.98 | 0.99 | 0.98 | 0.99 | 0.99 | 0.91 | 0.99 |
| Yield(%) | N/A | 0.2 | N/A | N/A | N/A | N/A | 1.0 | 1.2 | 1.4 | 1.0 | 1.2 | 1.4 | 1.7 |
| Dividend Growth(%) | N/A | -72.5 | N/A | N/A | N/A | N/A | 0.0 | 12.4 | 6.6 | 7.1 | -2.0 | 1.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/07/2019
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