Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VFTAX (Vanguard FTSE Social Index Fund Admiral) | 7.69% | 25.12% | 21.83% | 12.76% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/08/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VFTAX (Vanguard FTSE Social Index Fund Admiral) | 02/08/2019 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.06 | 25.12 | 21.83 | 12.76 | NA | NA | NA | … | … | 7.69 | 17.25 | 25.97 | 31.79 | -24.22 | 27.70 | 22.66 | 23.40 |
| Sharpe Ratio | NA | 1.64 | 1.15 | 0.56 | NA | NA | NA | … | … | 1.03 | 0.73 | 1.61 | 2.00 | -0.97 | 2.00 | 0.63 | 2.01 |
| Standard Deviation(%) | NA | 13.71 | 16.17 | 18.40 | NA | NA | NA | … | … | 15.85 | 19.89 | 13.92 | 14.22 | 26.50 | 13.82 | 35.40 | 12.51 |
| Draw Down(%) | NA | 11.84 | 20.18 | 29.12 | NA | NA | NA | … | … | 11.84 | 20.18 | 9.34 | 10.34 | 28.98 | 6.02 | 34.18 | 6.99 |
| Yield(%) | 0.00 | 1.02 | 1.39 | 1.27 | 1.42 | 0.95 | 0.71 | … | … | 0.24 | 0.99 | 1.25 | 1.44 | 1.00 | 1.20 | 1.45 | 1.75 |
Data as of 06/05/2026, Common starting date 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 |
10.73%
Mar 2021 – Mar 2026 |
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) |
25.97%
Sep 2022 – Sep 2025 |
18.22%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart