Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VFTNX (VANGUARD FTSE SOCIAL INDEX FUND INSTITUTIONAL SHARES) | 7.69% | 23.81% | 21.78% | 12.82% | 15.75% | 15.02% | 11.14% | … | … |
Data as of 06/09/2026, Common starting date is 12/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VFTNX (VANGUARD FTSE SOCIAL INDEX FUND INSTITUTIONAL SHARES) | 12/26/2000 | 06/09/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.58 | 23.81 | 21.78 | 12.82 | 15.75 | 15.02 | 11.14 | … | … | 7.69 | 17.31 | 26.01 | 31.77 | -24.20 | 27.76 | 22.65 | 33.96 | -3.38 | 24.19 | 10.34 | 1.27 | 15.85 | 37.09 | 17.84 | -0.52 | 14.58 | 35.27 | -42.33 | -2.17 | 13.35 | 4.09 | 8.51 | 30.56 | -25.00 | -14.08 | 0.33 |
| Sharpe Ratio | NA | 1.65 | 1.15 | 0.56 | 0.74 | NA | NA | … | … | 1.04 | 0.73 | 1.61 | 2.00 | -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 | -0.31 | 0.92 | 0.17 | 0.63 | 1.64 | -0.99 | -0.66 | 1.18 |
| Standard Deviation(%) | NA | 13.70 | 16.16 | 18.39 | 19.14 | NA | NA | … | … | 15.86 | 19.87 | 13.92 | 14.22 | 26.50 | 13.83 | 35.41 | 13.16 | 17.59 | 7.27 | 14.07 | 15.88 | 11.91 | 11.81 | 13.54 | 24.62 | 19.46 | 33.05 | 45.57 | 17.13 | 10.85 | 10.52 | 11.93 | 18.22 | 26.46 | 25.54 | 23.32 |
| Draw Down(%) | NA | 11.83 | 20.18 | 29.10 | 34.21 | NA | NA | … | … | 11.83 | 20.18 | 9.33 | 10.34 | 28.98 | 6.02 | 34.21 | 7.01 | 19.20 | 2.86 | 12.10 | 12.13 | 7.54 | 5.58 | 11.22 | 18.73 | 16.69 | 29.73 | 54.11 | 12.73 | 7.49 | 8.72 | 9.89 | 13.99 | 33.29 | 33.68 | 1.52 |
| Yield(%) | 0.00 | 1.07 | 1.43 | 1.31 | 2.52 | 3.67 | 2.92 | … | … | 0.25 | 1.05 | 1.28 | 1.46 | 1.02 | 1.22 | 1.47 | 1.93 | 1.71 | 1.81 | 2.00 | 1.60 | 1.53 | 1.82 | 2.04 | 1.28 | 1.04 | 1.46 | 1.48 | 1.65 | 1.58 | 1.38 | 1.71 | 1.26 | 0.00 | 0.57 | 0.33 |
Data as of 06/09/2026, Common starting date is 12/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFTNX (VANGUARD FTSE SOCIAL INDEX FUND INSTITUTIONAL SHARES) |
-20.41%
Feb 2006 – Feb 2009 |
-10.65%
Feb 2004 – Feb 2009 |
-0.85%
Jan 2001 – Jan 2011 |
3.14%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFTNX (VANGUARD FTSE SOCIAL INDEX FUND INSTITUTIONAL SHARES) |
28.04%
Dec 2018 – Dec 2021 |
25.67%
Feb 2009 – Feb 2014 |
18.20%
Feb 2009 – Feb 2019 |
17.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
