Vanguard High-Yield Tax-Exempt Fund Investor Shares

for period ending February 28, 2025



Quick Links




  Overview

VWAHX is the ticker ID for this Vanguard fund.

Fund Provider   Vanguard (investor.vanguard.com)

Description   The fund’s investment objective is to seek to provide a high and sustainable level of current income that is exempt from federal personal income taxes. The fund invests at least 80% of its assets in investment-grade municipal bonds, as determined by a nationally recognized statistical rating organization or, if unrated, determined to be of comparable quality by the advisor. The fund may invest up to 20% of its assets in less-than-investment-grade bonds, as determined by a rating organization or by the advisor. The fund has no limitations on the maturity of individual securities but is expected to maintain a dollar-weighted average maturity of 10 to 25 years. This low-cost municipal bond fund seeks to provide a high level of federally tax-exempt income and typically appeals to investors in higher tax brackets. The fund’s lower credit quality may provide a higher yield, but it makes the fund more susceptible to price volatility due to uncertain prospects for the bond issuers. Investors who are looking for a fund that may provide sustainable federally tax-exempt interest income and can tolerate moderate risk to principal may wish to consider this fund as a complement to an already diversified fixed income portfolio.

Category   Tax Exempt

Peer Group   Fixed Income. You can see how this portfolio recipe has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.

Methodology   This portfolio is a mutual fund and its holdings are determined by the fund's manager, Vanguard. You may consult investor vanguard.com for details on how this manager chooses particular assets for inclusion in this fund.

Cost




  How to Invest

You can invest in this portfolio by buying the ticker symbol VWESX at your favorite brokerage.




  How to Rebalance

You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.




  Compare: Total Return

for period ending February 28, 2025

5-year graph VWAHX Global equities (ACWI) U.S. equities (SPY) U.S. bonds (BND) 60% Equity / 40% Bonds (s.6040)
Total Return (Compound Annual Growth Rate)
  YTD Jun 2025 1 year 3 year 5 year 10 year 15 year 20 year
VWAHX 1.5% 1.2% 4.5% 1.1% 1.0% 3.1% 4.0% 4.0%
Peer Group* average 2.5% 1.9% 5.5% 0.2% -0.1% 1.4% 1.9% 1.3%
60% Equity / 40% Bonds 1.8% -0.3% 12.8% 6.8% 9.4% 8.1% 9.3% 7.7%
Global Equities (ACWI) 2.8% -0.3% 15.3% 9.2% 12.8% 9.3% 9.7%  
U.S. Equities (SPY) 1.4% -1.3% 18.4% 12.4% 16.7% 12.9% 13.9% 10.4%
U.S. Bonds (BND) 2.4% 2.2% 5.4% -0.6% -0.6% 1.5% 2.4% 3.1%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Vanguard funds Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
VWOB 3.76528899445756% 2.1% 9.99123589066464% 2.73848656368969% 0.686966168586189% 3.13896615436704% 0% 0%
VUSB 0.975632809351112% 0.54% 5.28693888628589% 3.84374243203507% 0% 0% 0% 0%
VTIP 2.13113589425857% 1.17% 6.67750308375581% 2.8254141891241% 3.67034948774076% 2.71214384349685% 0% 0%
VTES 1.23237905236839% 0.78% -1.79197815178629% 0% 0% 0% 0% 0%
VTEB 1.32000000000001% 1.32% 3.87905660209937% 1.33517626395152% 0.907088569442727% 0% 0% 0%
VTC 2.62911636507728% 2.13% 6.67964073127423% 0.344549871264688% 0.0448915431336738% 0% 0% 0%
VPLS 2.91180239505195% 2.23% 6.90430929143075% 0% 0% 0% 0% 0%
VMBS 2.89669166299071% 2.31% 6.6663696545405% -0.118950617903346% -0.413755744378586% 1.11503029737099% 1.88627460482185% 0%
VGSH 1.12821072533515% 0.73% 4.88874836200912% 2.05038319382838% 1.19008917305727% 1.38141209537805% 1.2000528234372% 0%
VGLT 5.7579132791328% 5.15% 4.24547208624917% -8.31987097000089% -6.54962909643942% -0.279250885540672% 2.97758676583193% 0%
VGIT 2.48983275862067% 1.91% 5.23361210643232% -0.35240912222797% -0.519039324046544% 1.22855761621248% 2.06691380035897% 0%
VCSH 1.47485706960648% 0.88% 6.47786085663127% 2.79473824505023% 1.8548946896197% 2.39747169178688% 2.68640309144983% 0%
VCRB 2.91431737237833% 2.24% 6.61514039204354% 0% 0% 0% 0% 0%
VCLT 3.85876838726926% 3.43% 4.93479321763939% -3.04382704531414% -2.37183130871972% 2.16494172467199% 4.64551774553181% 0%
VCIT 2.60301482496565% 1.93% 7.48573272284783% 1.08074096264195% 0.642150293058052% 2.75423649943585% 4.1499196695937% 0%
VCEB 2.57040409743508% 1.97% 6.53043252958809% 0.503451980085901% 0% 0% 0% 0%
EDV 7.65267572356765% 7.78% 6.40035825013066% -12.8161185571547% -9.78103307774925% -1.39819557123102% 3.99011453161024% 0%
BSV 1.4112592209137% 0.98% 5.42748707000622% 1.89061170374079% 1.14955762768649% 1.684459493056% 1.75135825058881% 0%
BNDX 1.12680122324158% 0.88% 4.11584883515401% 0.107886565433124% -0.52505570585033% 1.68579571550433% 0% 0%
BNDW 2.00746443760083% 1.62% 6.97626652691132% 0.484136787530742% -0.129017798649178% 0% 0% 0%
BLV 4.98423206196119% 4.45% 2.60105933554362% -5.99058469192223% -4.32881267398758% 1.03062016468061% 3.87821992210453% 0%
BIV 2.8391529506222% 2.21% 6.11871089247513% -0.304701984454347% -0.302240744891258% 1.86379688045495% 3.17276966891726% 0%
VBILX 2.83395200000001% 2.18% 8.40080618017089% 0.136751708695804% -0.0267077604417909% 2.01853220621178% 3.29423411487104% 3.83253346659729%
VBIRX 1.49499800000001% 0.98% 6.41042089866679% 2.11019600455091% 1.21648329435515% 1.72242031361221% 1.79841821483946% 2.53312049317083%
VBLAX 4.81106999999998% 4.3% 6.64129200582027% -5.0177985776089% -4.0902235793527% 0% 0% 0%
VBTLX 2.74337599999999% 2.09% 6.86628435059831% -0.165043991766345% -0.401982700173698% 1.54791020355709% 2.49942871818154% 3.18796550881808%
VCAIX 1.373432% 1.04% 2.50952419530248% 1.27468877987715% 0.629550187817918% 2.08654280464402% 3.04142017552809% 3.15633469267835%
VCITX 1.26115999999998% 1.16% -0.904841641601839% -0.424890435140368% -0.253245797197499% 2.16643397250262% 3.41459615835105% 3.34758689570569%
VCORX 2.975504% 2.28% 7.70477565975292% 0.238032840426627% 0.46690782117178% 0% 0% 0%
VCPIX 2.85668299999999% 2.01% 6.98747504586887% 0.68453313988821% 0% 0% 0% 0%
VEMBX 3.65250500000001% 1.97% 12.0661486428307% 6.39424473578667% 4.32742207755441% 0% 0% 0%
VFICX 2.682992% 2.03% 8.96133762690934% 1.34015242685657% 0.962654884018099% 2.53479327600143% 3.66762794242719% 3.99209108173906%
VFIIX 2.81382400000001% 2.16% 6.45780594473748% -0.255639138104091% -0.304482746041479% 1.1028923808611% 2.03415384619721% 2.89619699496761%
VFISX 1.38418499999999% 0.93% 5.02095104393336% 1.30887021446904% 0.86128107113963% 1.25010426153704% 1.17956210097363% 1.98639604879149%
VFITX 2.62133% 2.06% 6.24593849153887% -0.239682089105042% -0.282094274950262% 1.32053256267155% 2.14894824277108% 3.02193130628357%
VFSTX 1.50526400000002% 0.94% 6.24134965780916% 2.54834711638443% 1.66387691270991% 2.15827641160315% 2.31810159820562% 2.866190486977%
VGAVX 2.910418% 1.66% 11.5178496094348% 3.49511183974138% 0.999402563767515% 3.38795396636518% 0% 0%
VGCIX 2.33169200000001% 1.58% 7.95613923799541% 1.66711238226658% 1.41097604158447% 0% 0% 0%
VICSX 2.592672% 1.92% 7.07960481459788% 0.947615552411407% 0.558532032174774% 2.68104799976272% 4.1191121062536% 0%
VIPSX 3.487328% 2.24% 5.92820143481856% -1.01315777387541% 1.70638089173427% 2.170840738672% 2.853121574524% 3.26810155854234%
VLGSX 5.67481599999999% 5.17% 4.91281976695956% -8.21061646758878% -6.44272760690474% -0.280934311248682% 2.76287441940628% 0%
VLTCX 3.91728900000001% 3.39% 4.97113323028606% -2.90697491510454% -2.44433793766597% 2.17881862188323% 4.74229441243734% 0%
VMATX 1.282071% 1.09% -0.233848464886532% -0.562587533937575% -0.190971452338928% 2.07809806580872% 2.97327459473882% 3.23384369938264%
VMBSX 3.02584400000001% 2.33% 7.2752273155845% 0.0199826611230414% -0.333485970773484% 1.61532777085489% 2.21776027523519% 0%
VWSTX 0.881935999999994% 0.44% 4.41151070621488% 2.73586939093322% 1.77571606169775% 1.51266178242766% 1.29693493016012% 1.75573425027342%
VWLTX 1.33226000000002% 1.13% 0.477540279849076% -0.104297492105576% 0.0937425053208374% 2.3706290244518% 3.37977627918591% 3.48606601585952%
VWITX 1.4848% 1% 2.08907929140696% 1.04182240348127% 0.678137206049323% 2.10566191707948% 2.85038822564128% 3.16389676259075%
VWESX 4.1698% 3.6% 7.54842984016906% -2.99182510561428% -2.75023096481359% 2.08960042368551% 4.87000404793414% 4.72124182106677%
VWEHX 1.93849999999998% 0.68% 5.97246765731676% 3.48269194821109% 3.13342620161425% 4.06269272121151% 5.61070546884974% 5.24849602600492%
VWAHX 1.48371200000001% 1.16% 4.48648858826739% 1.14617853534775% 0.971705612996332% 3.07344853341598% 4.02541313029803% 3.96623024950853%
VUSTX 5.76524799999998% 5.26% 7.00500553106171% -7.84517875241058% -6.1163683794496% -0.172794999578008% 3.01792726114967% 3.50775348076169%
VUBFX 0.982400999999977% 0.49% 4.8221933650558% 3.62867313335109% 2.33587166272347% 0% 0% 0%
VTEAX 1.18163200000001% 1.02% 1.67420706234311% 0.641280458437277% 0.417109554866579% 0% 0% 0%
VTAPX 2.06037400000001% 1.14% 3.40007580312529% 1.59610936726604% 2.91008662235106% 2.33944817813592% 0% 0%
VTABX 0.951199999999996% 0.8% 4.95485919508447% 0.441565733783644% -0.392587040740533% 1.86364256826153% 0% 0%
VSIGX 2.52049400000001% 1.98% 5.74341410860169% -0.231971524309216% -0.464158430002692% 1.2445236026168% 2.10596220997019% 0%
VSGBX 1.464753% 0.97% 5.73594567941504% 1.61715721178157% 1.08622345757123% 1.47497860662236% 1.4713247582441% 2.29493060336821%
VSCSX 1.49517000000001% 0.94% 6.4403762611575% 2.78960534600123% 1.83826398962956% 2.38812902492203% 2.67201307626495% 0%
VSBSX 1.142993% 0.73% 5.30227936427679% 2.15191674990116% 1.24701502221689% 1.397889261601% 1.21254173968814% 0%
VPAIX 1.41231799999999% 1.22% 3.46227324738431% 0.775852064242977% 0.66629739829589% 2.71391865943447% 3.51652027942413% 3.54684154295886%
VOHIX 1.44248% 1.24% 4.00882925884125% 0.543939897604062% 0.703518851824803% 2.68225770799249% 3.47858975723903% 3.64033589894923%
VNYTX 1.312128% 1.12% 3.33647003861004% 0.886515573282964% 0.578827277666583% 2.50179743998% 3.32587906875312% 3.41356530751964%
VNJTX 1.36302399999999% 1.08% 3.58792092137088% 1.18694763424223% 0.936537179147545% 3.01974356540713% 3.62389341625633% 3.66552066402892%
VMSIX 2.42451800000001% 1.22% 8.69875975152623% 3.79745287513844% 0% 0% 0% 0%
VMLTX 1.23369200000003% 0.71% 4.34345038619808% 2.32117022759895% 1.64533504401394% 1.77914682366889% 1.79910965265422% 2.24385215889793%
Historical Return
  2020 2021 2022 2023 2024
VWAHX 5.4% 3.4% -11.8% 8.0% 3.3%
Peer Group* average 7.0% -0.6% -11.6% 6.2% 1.9%
60% Equity / 40% Bonds 16.4% 14.0% -16.7% 17.5% 14.4%
Global Equities (ACWI) 16.3% 18.7% -18.4% 22.3% 17.5%
U.S. Equities (SPY) 18.4% 28.7% -18.2% 26.2% 24.9%
U.S. Bonds (BND) 7.7% -1.9% -13.1% 5.4% 1.4%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Vanguard funds Rank: All Rank: All Rank: All Rank: All Rank: All
VWOB 5.65736416225822% -1.80851048199767% -17.4069601846897% 10.6762339273756% 5.11000572013409%
VUSB 0% 0% -0.365270519825112% 5.51639569829085% 4.92580359876758%
VTIP 4.94502463705797% 5.35593118527711% -2.95615377155298% 5.13805072601563% 4.73742713948413%
VTES 0% 0% 0% 0% -3.02358034286366%
VTEB 5.1953877993314% 1.1396731553875% -7.99552850848873% 6.1499986738591% 2.09699036273558%
VTC 9.30630822041338% -1.41004162813945% -15.6842190516984% 8.57627804935674% 2.17569974669323%
VPLS 0% 0% 0% 0% 2.71257077989437%
VMBS 3.75713292476758% -1.27907431869954% -11.8981715632366% 5.3384960262653% 1.69684873868885%
VGSH 3.03922785460813% -0.595785626629297% -3.86049541131833% 4.30509440891444% 3.62354451253148%
VGLT 17.5718062706946% -4.9813463360142% -29.3514546731979% 3.28275796791322% -5.4503056717725%
VGIT 7.70824524701752% -2.63819537791209% -10.5336427278167% 4.27609667695583% 1.38635175491955%
VCSH 5.13254547145401% -0.628649711890283% -5.61965394018039% 6.19676760723749% 4.78444305235608%
VCRB 0% 0% 0% 0% 2.20607274018043%
VCLT 13.2817435190464% -1.73540903219347% -25.5194852305639% 11.1799830832647% -2.49771436489766%
VCIT 9.45977305708876% -1.76815413633099% -13.9846642591335% 8.97843053263425% 3.19396901162092%
VCEB 0% -1.99467273979171% -15.1555159388053% 8.52479969008762% 2.2192476612896%
EDV 23.6215236294946% -6.19637641806893% -39.1558392648966% 1.67978136101443% -7.59140045028561%
BSV 4.70170749335996% -1.08832997607995% -5.48785529558055% 4.89667821655682% 3.57691288937452%
BNDX 4.64895655374742% -2.28176436567665% -12.7603952696647% 8.77276300700549% 1.80918818435334%
BNDW 6.21659407255892% -2.09549411041555% -12.8807712753802% 7.18294131645398% 3.42871568105578%
BLV 16.1471472579436% -2.89971598415234% -26.958905991732% 7.35839251151866% -5.90390451907192%
BIV 9.6672765891602% -2.40632420989937% -13.2103135833875% 6.07020006671206% 1.5687088034265%
VBILX 9.80835893909768% -2.36137746956131% -13.5914001928865% 5.75126987207666% 3.66845458505782%
VBIRX 4.6814635948353% -1.20388541341171% -5.62715390044788% 4.60742055497594% 4.52984302609289%
VBLAX 15.7247180828875% -3.36752396110406% -27.218852499728% 6.72746056701414% -2.14203510816887%
VBTLX 7.71663323635701% -1.81361768517% -13.1620463873149% 5.40990035695847% 2.34834318995418%
VCAIX 4.5264514064536% 0.395677356781743% -6.69189993365152% 5.57450793414316% 1.04153982578881%
VCITX 5.5944955617985% 1.4577357561548% -10.0682401996949% 7.19570062606614% -2.22351248938555%
VCORX 10.1881524772205% -0.808426752425861% -13.2646326875486% 5.89611736575326% 2.88533956546684%
VCPIX 0% 0% -12.677472009943% 6.62851851350925% 2.69853241603286%
VEMBX 14.9828458117768% -1.52831204622134% -13.176317219264% 13.6492985825929% 8.52104236708009%
VFICX 10.3092229526544% -1.59577451574732% -13.8675503912787% 8.11117222050144% 4.54382846382777%
VFIIX 3.72323136218689% -1.24423412241631% -10.8165246816911% 4.84265019889321% 1.45782570835351%
VFISX 3.94533553265444% -0.881594603393843% -4.71216480433904% 3.14501282452491% 3.34381545347935%
VFITX 8.19549331519727% -2.38347988146496% -10.4334831745828% 3.73191310704464% 2.17989806211079%
VFSTX 5.15551627399764% -0.697559884701326% -5.84682192653772% 5.74055915351106% 4.59274666979772%
VGAVX 5.80754525329938% -1.74541328378172% -16.6744055280262% 10.435138567042% 7.47969850402055%
VGCIX 10.6850978892806% -0.701257245381126% -13.6120172279748% 9.16443757950074% 4.16650549169877%
VICSX 9.51547861891666% -1.55913487418431% -14.0927342848998% 8.87045815086296% 2.8356928610028%
VIPSX 10.898206826019% 5.56342766841658% -12.0198364632654% 3.73587553800512% 1.48599808678649%
VLGSX 17.6927933648758% -4.99473485826537% -29.4707618741303% 3.65206281576567% -5.07817267777105%
VLTCX 13.6776785410894% -1.16605059133962% -25.7692303983441% 11.0327558963482% -2.39286433049635%
VMATX 6.4697816481863% 1.64754660334983% -10.7958290998544% 6.87367723791816% -1.73679881065696%
VMBSX 3.7370897871025% -1.34722860988732% -11.5556141866971% 4.98817148095136% 2.06734909191422%
VWSTX 1.81941747917729% 0.169490264846495% -0.813718577684108% 3.61862654583478% 3.82732683703417%
VWLTX 6.20672483082816% 1.8268452053432% -10.4348793587133% 7.23360805009616% -1.03278114873526%
VWITX 5.14009294858289% 0.736912539126222% -6.90749701263476% 5.54734795208407% 0.566413336746407%
VWESX 15.3638941460425% -3.13426940170978% -25.6208913789682% 8.78273034136299% -0.272080616577175%
VWEHX 5.27950709310554% 2.95753819991424% -9.0630804847434% 11.0287384347941% 3.8428482177999%
VWAHX 5.38053606167397% 3.35236924478561% -11.7716810084114% 8.01185154509374% 3.30563820850966%
VUSTX 18.2182119111629% -4.92951359281795% -29.5778799928895% 2.96437055883625% -3.23440684687663%
VUBFX 1.94634228732122% 0.0342192998099344% -0.532702395416318% 5.42865305197437% 4.53313840232137%
VTEAX 4.97550482474856% 1.43102745843759% -8.21600670062678% 6.14475904692473% 0.249419701683662%
VTAPX 4.96780443553784% 5.25934274129976% -2.83101713494064% 4.59469823696186% 1.56795896406325%
VTABX 4.53838518826808% -2.21773919265025% -12.9238315150299% 8.7741962544132% 3.00018059391352%
VSIGX 7.64522832805263% -2.599928391845% -10.6934815409546% 4.38817103660571% 1.72846601977121%
VSGBX 4.35508605334687% -0.655381256380705% -5.31279964817513% 3.49560166678231% 4.17700889156771%
VSCSX 5.05274809277034% -0.429667625955243% -5.72318568848728% 6.10605772958888% 4.84532535620179%
VSBSX 3.08575838652692% -0.6900887546753% -3.87080502583291% 4.22452806373608% 4.05182444641583%
VPAIX 5.85592091348133% 1.96177993785476% -10.2048421696779% 6.9151442506177% 1.93768302167088%
VOHIX 7.03859880584525% 1.71296464097013% -11.0135504377464% 6.71327970776054% 2.29490210699705%
VNYTX 5.51493882631702% 2.010641398755% -11.0037345341152% 7.97845940832169% 1.71042925954275%
VNJTX 6.01768995368825% 2.61361607903094% -10.3200729560078% 7.69444712757581% 2.04432771066474%
VMSIX 0% 0% 0% 10.4238578604989% 5.96612102390535%
VMLTX 3.29667301520269% 0.830845599606955% -2.98110635984099% 3.96505790309194% 3.23369120725161%



  Compare: Risk vs. Return

for period ending February 28, 2025

Maximum Drawdown vs. Annual Return
VWAHX Peer group All other Vanguard funds S&P 500 (SPY) U.S. Bonds (BND) Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
VWAHX Peer group All other Vanguard funds S&P 500 (SPY) U.S. Bonds (BND) Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
VWAHX Peer group All other Vanguard funds S&P 500 (SPY) U.S. Bonds (BND) Balanced (60% Equity / 40% Bonds)
 
Risk vs. Return Compass*
  1 year 3 year 5 year 10 year 15 year 20 year
VWAHX risk vs. 60/40 Better Better Better Better Better Better
VWAHX return vs. 60/40 Worse Worse Worse Worse Worse Worse
Risk-Return Quadrant
SW SW SW SW SW SW
Risk-Return Direction 196° 210° 201° 209° 206° 219°
Risk-Return Magnitude 8.6 6.5 9.0 5.8 5.8 4.8
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Vanguard funds Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
M-squared
  1 year 3 year 5 year 10 year 15 year 20 year
VWAHX -14.4% -15.1% -18.5% -8.6% -6.1% -3.0%
Peer Group* average -11.9% -18.5% -19.8% -9.1% -6.1% -1.6%
60% Equity / 40% Bonds -3.7% -5.3% -5.0% -2.1% -0.7% 0.4%
Global Equities (ACWI) -2.0% -3.1% -3.5% -3.4% -4.4%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) -12.6% -20.3% -24.2% -12.9% -9.7% -4.2%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Vanguard funds Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
VWOB -5.7429432537175% -10.9476784622166% -17.2169550399375% -9.16945254408945% 0% 0%
VUSB -9.40729582753399% -29.9956151061872% 0% 0% 0% 0%
VTIP -2.73947194757947% -20.6329424006183% -11.4735907924675% -7.4925476181745% 0% 0%
VTES -25.5322778794884% 0% 0% 0% 0% 0%
VTEB -16.4573167103207% -16.8912833135705% -20.2422127414699% 0% 0% 0%
VTC -10.5171068997325% -15.9072901544802% -19.88193768797% 0% 0% 0%
VPLS -9.69841207694911% 0% 0% 0% 0% 0%
VMBS -10.5568349785505% -18.1425696293369% -23.2911158994743% -14.0560066737805% -11.110519372919% 0%
VGSH -13.1636491492624% -31.1686330447297% -31.9321284407529% -18.5233552067229% -15.5929275958926% 0%
VGLT -14.1091122842285% -21.4136168777849% -25.5993110089559% -13.6079251153746% -10.7499734195525% 0%
VGIT -12.7630117188197% -22.4715586111838% -26.163275460221% -14.0243861063977% -10.5040202566247% 0%
VCSH -6.99107611465259% -18.4410162578802% -20.1035238324736% -9.75965360619037% -5.93646862700234% 0%
VCRB -10.3502805814796% 0% 0% 0% 0% 0%
VCLT -13.5214945996842% -15.41250272317% -19.9906584562827% -10.7318379241904% -8.34886808336335% 0%
VCIT -8.97226584041898% -14.9009563911962% -18.7906306680801% -9.46765458185527% -6.2109642356641% 0%
VCEB -10.6882522361735% -15.8728597220143% 0% 0% 0% 0%
EDV -12.6798114470219% -20.1311456382586% -24.6872288117697% -13.6023060940838% -10.6503548661093% 0%
BSV -11.1859119267893% -24.5570772532871% -26.9432433155487% -14.2633753220492% -10.6087033083886% 0%
BNDX -15.2393830959079% -21.1405581920957% -25.7621693067327% -12.5044683278821% 0% 0%
BNDW -8.24700477400682% -19.3298006000512% -24.0724980879892% 0% 0% 0%
BLV -15.3653652935813% -18.5476932425057% -22.8516747399393% -12.1891396135862% -9.33707393344497% 0%
BIV -11.452840437824% -18.7319161815176% -22.6330455165564% -11.6239813657801% -7.87912148157187% 0%
VBILX -6.67530260018727% -18.1211677988366% -22.1294570043107% -11.2186754555207% -7.45092010678084% -2.8926307744154%
VBIRX -6.19316984504856% -23.8826890846496% -26.7671376315212% -14.0571087850193% -10.2371489869365% -3.21285001213876%
VBLAX -11.9019220436454% -18.0890885156055% -22.8231522226263% 0% 0% 0%
VBTLX -9.63069554755751% -19.5043283518301% -23.8401642743193% -12.7023266919432% -9.15926609290339% -3.66265171860882%
VCAIX -19.9396162769553% -18.1585188972153% -21.8305677379824% -11.1164037019025% -7.21483171977211% -3.84120965608166%
VCITX -21.9487045961357% -17.4934599374544% -21.215740374878% -10.7934958969725% -7.69184855365814% -4.54753923366884%
VCORX -7.90114709210827% -18.4399333231746% -21.2094925663005% 0% 0% 0%
VCPIX -9.49811886819927% -17.4894769658911% 0% 0% 0% 0%
VEMBX 1.55151911434899% -5.5434345120706% -11.8417991896334% 0% 0% 0%
VFICX -5.73385760774027% -14.7766652458571% -18.7633789013009% -9.85708233183384% -6.53330805727632% -2.62908445736167%
VFIIX -10.6382507039465% -18.976287346361% -23.5035257826591% -14.2683817082641% -10.5598233948793% -4.32233441964338%
VFISX -12.6187527501996% -31.4610687333686% -31.9203388011044% -18.5141882401494% -15.2713924636029% -6.88525331753316%
VFITX -10.5850292829026% -22.0460458869078% -25.4576364216244% -13.7259375036385% -10.2324334997187% -4.53933557629431%
VFSTX -7.98468380516967% -20.1075813598603% -21.4573518752102% -11.0091211226425% -7.46181155195803% -2.47717374838129%
VGAVX 0.150640374793221% -10.2081282017706% -16.9513702998255% -8.65401889953926% 0% 0%
VGCIX -6.41724679357342% -15.2847533740674% -17.8610730989321% 0% 0% 0%
VICSX -9.74789214622442% -15.3633524792382% -19.0879346178706% -9.60719924599994% -6.17892696540351% 0%
VIPSX -11.3108302963289% -22.2168046545792% -18.0072460389112% -10.8157655027958% -8.56239102574764% -4.7018925131743%
VLGSX -13.5484960103503% -21.2106298625741% -25.4568521309266% -13.6069946847079% -10.9907197842963% 0%
VLTCX -13.4834140844873% -15.6356452626842% -20.1205438422137% -10.715366886854% -8.15037517852064% 0%
VMATX -21.3159367830852% -18.0785631982403% -21.3272776295183% -11.0180421567274% -8.60847476284756% -4.63345167880416%
VMBSX -9.43940948615318% -17.9045657740087% -23.106382147913% -12.4887495539528% -10.0024452604845% 0%
VWSTX -17.474537889199% -35.523985691585% -32.1257199819629% -20.2094883359638% -15.4788893948915% -9.04660016922141%
VWLTX -20.8772785339783% -17.279268494802% -20.6390225201868% -10.2889317417878% -7.5499538960062% -3.99038453450695%
VWITX -20.4034950606092% -18.7828699678629% -21.7035441563914% -11.0566531105147% -7.74068347245325% -3.70112090638414%
VWESX -10.8785860699422% -15.9592487544782% -20.9497336451829% -10.8362588321437% -7.8015160207159% -4.4636279442602%
VWEHX -10.9147064772871% -11.1105839048728% -13.7830979267889% -6.6268928605935% -3.37845200283029% -2.15499114703532%
VWAHX -14.3666580184951% -15.0709147091124% -18.4504437754549% -8.61094213825108% -6.07998724105695% -2.98851235332023%
VUSTX -11.701551845473% -20.8581616907646% -25.0775073643412% -13.4790493594798% -10.710583058799% -6.47893745174878%
VUBFX -13.4668028056305% -31.9720080284425% -26.9101092812458% 0% 0% 0%
VTEAX -21.4718479712587% -18.2695846594865% -21.5103180301088% 0% 0% 0%
VTAPX -17.0995968492579% -24.4966994502373% -15.7201341415756% -9.93547110346871% 0% 0%
VTABX -13.2089401924526% -20.7457844673997% -25.8046513835813% -11.9262511177546% 0% 0%
VSIGX -11.6467795550227% -22.1759080942695% -26.0621320026489% -13.993959847815% -10.3547979947317% 0%
VSGBX -9.30593068363191% -28.9968688481492% -29.7445883973183% -16.520460336893% -12.6685554100163% -4.39577963315102%
VSCSX -7.13513408406769% -18.9012828637642% -20.0993255783645% -9.81155821737357% -6.16400500599685% 0%
VSBSX -10.5973436364982% -31.064377806661% -31.9829679634458% -18.6342369101507% -15.5446639767939% 0%
VPAIX -16.7138668823884% -16.1896503152049% -19.7667819380416% -9.35665687835354% -6.86196796721452% -3.44287162651492%
VOHIX -15.3686248088875% -15.9855088709718% -19.3306443251602% -9.49470125816196% -7.25338990847677% -3.39864765679858%
VNYTX -16.9789158158646% -15.513866974028% -19.5565261656767% -9.95772379500825% -7.60710281645399% -4.09928136264544%
VNJTX -16.4402695303954% -15.2919680179609% -18.7082422765708% -8.70571622798105% -6.96064913021974% -3.47362696153963%
VMSIX -3.83968010786768% -10.7971790156888% 0% 0% 0% 0%
VMLTX -16.2556359792121% -23.579621604836% -23.5675220968904% -13.5801691716439% -10.2899851144189% -5.21495306808175%
Alpha
  1 year 3 year 5 year 10 year 15 year 20 year
VWAHX -4.5% -7.2% -6.3% -1.1% 1.1% 1.1%
Peer Group* average -3.8% -7.4% -6.1% -1.5% 0.3% 0.3%
60% Equity / 40% Bonds -2.7% -3.9% -3.5% -1.3% -0.3% 0.4%
Global Equities (ACWI) -1.3% -2.8% -3.1% -3.0% -4.0%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) -4.2% -8.4% -7.1% -2.3% -0.2% 0.7%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Vanguard funds Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
VWOB -0.83046704571745% -6.76980112481176% -10.0935748550116% -3.61106170420377% 0% 0%
VUSB -0.0599724726470116% -1.96467979008261% 0% 0% 0% 0%
VTIP 0.693765070465199% -3.68324473123016% -1.28005008557106% -0.439000608565662% 0% 0%
VTES -9.2019342955583% 0% 0% 0% 0% 0%
VTEB -3.59028798970654% -6.23920676697412% -5.33418597089086% 0% 0% 0%
VTC -3.58847579807133% -8.25707455456361% -8.38068441953083% 0% 0% 0%
VPLS -2.40818056147553% 0% 0% 0% 0% 0%
VMBS -3.70685830366903% -8.17667235460876% -6.43043312803978% -2.39146551283671% -0.624580317286666% 0%
VGSH -1.04407003400427% -3.97276368011836% -2.50673981110706% -0.911527716825851% -0.309684498529724% 0%
VGLT -10.8745043792579% -18.2157849460802% -14.3208245155477% -3.80753047208306% 2.39281089876357% 0%
VGIT -3.45911865612721% -7.5014973816822% -5.3094659694471% -1.3663268960118% 0.660996925518488% 0%
VCSH -0.335623591546427% -3.90465432533832% -3.58511720242461% -0.981123645213342% 0.0252272403027449% 0%
VCRB -2.95774894327674% 0% 0% 0% 0% 0%
VCLT -10.117555648415% -13.9784795356111% -14.2056524176144% -5.07536360455868% -0.8028415955262% 0%
VCIT -2.58272918618602% -7.3966447910822% -7.73669983640871% -2.25880818871507% 0.135624966019886% 0%
VCEB -3.67755458461543% -8.02025190006003% 0% 0% 0% 0%
EDV -12.1553124281903% -24.3175831245065% -19.4393784511621% -5.51330772461371% 4.84567623195122% 0%
BSV -1.18285999620232% -4.49758849819913% -3.18737633731093% -0.952984902020916% -0.0612336425094946% 0%
BNDX -4.28150676534064% -7.49242650637505% -6.66190916608148% -1.94991009830164% 0% 0%
BNDW -1.46757116297197% -7.18752517616491% -6.31195579198974% 0% 0% 0%
BLV -13.4783833667576% -16.4684815608373% -14.4126376468224% -4.55809768546162% 0.607264153775515% 0%
BIV -3.83830744669884% -8.24016063617787% -6.93540781046145% -1.90236052227654% 0.642578390967382% 0%
VBILX -0.889707547007596% -7.73063928202155% -6.51516217751698% -1.67263735496453% 0.827181731936638% 1.37610106719492%
VBIRX -0.0928848462846241% -4.27296876404849% -3.13395573208303% -0.907957015413592% -0.0203256625713111% 0.6087033366417%
VBLAX -7.71045549878652% -15.243677394792% -14.0755705455178% 0% 0% 0%
VBTLX -2.64183819894093% -7.914176080876% -6.62269551959661% -2.03298009021881% 0.0638019458735494% 0.846630732612187%
VCAIX -5.18707344661385% -6.15461087496703% -5.36903840874741% -1.40784903195864% 0.617285674674199% 0.742765756750925%
VCITX -10.6673459405495% -8.76360729763612% -7.36799612170481% -1.86615221063565% 0.576543091619275% 0.629740503325587%
VCORX -1.53753884952107% -7.58146907343416% -5.96654758036828% 0% 0% 0%
VCPIX -2.54237878803488% -7.22520487673401% 0% 0% 0% 0%
VEMBX 2.7685982669776% -2.68898141310937% -5.8520332103271% 0% 0% 0%
VFICX -0.734985476604294% -7.00123896205779% -6.57845987925239% -1.904813269314% 0.207201493432188% 0.793407564313657%
VFIIX -3.37834527179913% -8.19619998361241% -6.11629027607136% -2.28828236166332% -0.311759022090985% 0.70491895635228%
VFISX -1.33216492348674% -4.90061967612015% -3.12756897490868% -1.17636843512835% -0.439031065954944% 0.236696703022805%
VFITX -2.43581585250872% -7.42974092246463% -5.26802490367651% -1.39197582561351% 0.646079041217802% 1.33446896086485%
VFSTX -0.685459492536162% -4.05722906261613% -3.58019548820811% -1.0749238394318% -0.165826701463342% 0.36733879279421%
VGAVX 1.97132402468807% -5.62962099618824% -9.29018489574099% -3.09662667891602% 0% 0%
VGCIX -0.946346280545715% -6.42220411198329% -6.4123238097354% 0% 0% 0%
VICSX -2.97098456956357% -7.42424294949101% -7.6085196712776% -2.23996819492943% 0.183072892965773% 0%
VIPSX -2.62737697952081% -8.89094152595125% -4.9849298156828% -1.87828107119636% -0.0878931826193015% 0.471325574763025%
VLGSX -9.80522884664816% -18.0612609703036% -14.3299341263712% -3.87823527695753% 2.07020967136869% 0%
VLTCX -9.78846805783182% -13.5732361968734% -14.2527183775354% -4.91311893171185% -0.613981434682007% 0%
VMATX -10.1313525508156% -8.84096430144623% -7.20211135375065% -1.90037877406% 0.219369277957082% 0.638034752814049%
VMBSX -2.87841008617697% -8.0005664192479% -6.23377692219243% -1.82001857442544% -0.220436030196961% 0%
VWSTX -1.15256388591189% -3.28382321419501% -2.19734857353867% -1.03510534536744% -0.46925340536266% -0.143225353401809%
VWLTX -9.24731562179512% -8.38001985013274% -6.94606174164287% -1.62383738741306% 0.58225936876869% 0.801020887304342%
VWITX -5.91049879995459% -6.37969002936995% -5.31440394347243% -1.36673934231883% 0.470827708940402% 0.798431772424411%
VWESX -6.52307662418368% -13.4166106764982% -13.4692666419071% -4.10589141083624% 0.49950771383755% 0.946466496844349%
VWEHX -2.8740922942693% -5.03866078262181% -5.76084177957736% -2.06179217943039% -0.284881591356032% 0.0663631637255455%
VWAHX -4.54047403093929% -7.17637015383535% -6.3330596982633% -1.09603673033152% 1.05743082961588% 1.09605928819301%
VUSTX -7.36531971093895% -17.6796307575985% -14.0018426955178% -3.77033073224537% 2.36708264120717% 2.18860077171395%
VUBFX -0.598561706208279% -2.17021962993138% -1.48693077418973% 0% 0% 0%
VTEAX -6.23633562139611% -7.05041984522028% -5.90260398050506% 0% 0% 0%
VTAPX -3.40079385483782% -4.9061578197875% -1.94697739602139% -0.745416159803184% 0% 0%
VTABX -2.82864051205188% -7.07344123197874% -6.32574528881258% -1.65479367240689% 0% 0%
VSIGX -2.72903222160205% -7.38320398624746% -5.32331167238913% -1.38840186012358% 0.661941554367121% 0%
VSGBX -0.788799022701373% -4.64531060450507% -2.98289543387198% -1.00466571446217% -0.191514820405204% 0.48429304378062%
VSCSX -0.333369488295748% -3.84925606314011% -3.59752662525447% -0.972573739704048% 0.0244885184931387% 0%
VSBSX -0.481304698040596% -3.87562978848899% -2.47731916752255% -0.913891540851363% -0.326606230917782% 0%
VPAIX -5.18358333365864% -7.36266214667082% -6.0140780395336% -1.09603152969581% 0.885616543495497% 0.995505373654556%
VOHIX -4.98068230103786% -7.83535502252804% -6.30184070771424% -1.29875106725521% 0.698532704840325% 1.02468858862511%
VNYTX -5.50985312983559% -7.35791246216494% -6.38931717557903% -1.46404761092038% 0.543471496108202% 0.777680482476965%
VNJTX -5.153206452477% -7.04934258341139% -6.2364394093019% -1.06142239688241% 0.761461527940874% 1.00909611059123%
VMSIX 0.127940304556371% -4.40653324402722% 0% 0% 0% 0%
VMLTX -1.75801204418261% -4.14216729049314% -3.03095485527722% -1.11082573156088% -0.206030980702415% 0.172647107322227%
Sharpe
  1 year 3 year 5 year 10 year 15 year 20 year
VWAHX -0.04 -0.40 -0.23 0.15 0.44 0.38
Peer Group* average 0.18 -0.56 -0.36 -0.03 0.16 0.11
60% Equity / 40% Bonds 0.92 0.14 0.49 0.58 0.80 0.61
Global Equities (ACWI) 1.06 0.28 0.59 0.52 0.59  
U.S. Equities (SPY) 1.22 0.44 0.76 0.72 0.86 0.61
U.S. Bonds (BND) 0.13 -0.69 -0.54 -0.12 0.19 0.29
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Vanguard funds Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
VWOB 0.736837030530578 -0.166983962443553 -0.150055344975846 0.138653474014886 0 0
VUSB 0.398263962410533 -0.722789611211289 0 0 0 0
VTIP 0.992723335990706 -0.58596692370824 0.0891680536173607 0.173259031770611 0 0
VTES -1.08910795473654 0 0 0 0 0
VTEB -0.240450728367717 -0.501024420027856 -0.330949231115517 0 0 0
VTC 0.312604498448473 -0.445677448029427 -0.30597621085402 0 0 0
VPLS 0.383038674360164 0 0 0 0 0
VMBS 0.309053529990584 -0.564490670469259 -0.483904191014618 -0.18207384177977 0.101936054004217 0
VGSH 0.053740997220268 -1.02648102231171 -0.782683694236295 -0.399129227837481 -0.168691924091119 0
VGLT 0.0166036316398884 -0.768057255261111 -0.615529188969573 -0.126029908471876 0.173377824992299 0
VGIT 0.104617244071913 -0.790967786361869 -0.630822417128501 -0.183075898307171 0.142206473350713 0
VCSH 0.619122400785197 -0.540006729009266 -0.315824772844979 0.0635449671465335 0.407285056547133 0
VCRB 0.325316190913715 0 0 0 0 0
VCLT 0.064961206104707 -0.403788774654807 -0.291696302679907 0.0543468722113639 0.32270765368669 0
VCIT 0.449931625681206 -0.390871914895632 -0.24808663450272 0.105380529793828 0.431814697974021 0
VCEB 0.296592822171986 -0.444706081385037 0 0 0 0
EDV 0.169636601516908 -0.684811709390566 -0.550314425955419 -0.0992701094466739 0.216206311661555 0
BSV 0.237657872605204 -0.818076202383006 -0.614841407999366 -0.190150468661167 0.113268361221564 0
BNDX -0.124952833869322 -0.726702903028142 -0.618999325126394 -0.0919565312045057 0 0
BNDW 0.507457267568559 -0.626075024659515 -0.526536419742647 0 0 0
BLV -0.0947891357118815 -0.592499345138852 -0.4567385540071 -0.0396287992730172 0.258076339626216 0
BIV 0.228472375099825 -0.600657243490055 -0.453302369170977 -0.0331477549517087 0.31750303372012 0
VBILX 0.651296166580924 -0.565644216130559 -0.42632552660712 -0.00892852420586227 0.344001054755477 0.381400025826441
VBIRX 0.689260527922045 -0.780530004707063 -0.60571497468535 -0.178890398243374 0.134688556619764 0.322895257037827
VBLAX 0.20956790319177 -0.564523508344271 -0.455732505027304 0 0 0
VBTLX 0.388225818470882 -0.638490547549599 -0.51456542014295 -0.101139724201531 0.2277208986811 0.323129173592807
VCAIX -0.561109083411235 -0.561037818009146 -0.41124062971102 -0.00768928550784922 0.351611768572229 0.314384465687106
VCITX -0.742577087837226 -0.53707761510325 -0.379777819126683 0.0209576298777797 0.333975176306986 0.281081772568533
VCORX 0.542024047257697 -0.57986622889899 -0.375676560452777 0 0 0
VCPIX 0.400700488578337 -0.52793231596531 0 0 0 0
VEMBX 1.36532651761424 0.116864716076142 0.134725732679059 0 0 0
VFICX 0.735342420925157 -0.382808242438418 -0.248047722189342 0.0761137233043209 0.402779223315726 0.398457088197742
VFIIX 0.299367723365677 -0.606407049486153 -0.491287863264213 -0.194208221677968 0.135251072879954 0.276325245102574
VFISX 0.105220216165739 -1.09785716507082 -0.801876384519448 -0.406337571666015 -0.154087634973812 0.103516610196064
VFITX 0.300844272336726 -0.77011313427674 -0.593807494284253 -0.165123370156869 0.159721630379175 0.27453996035653
VFSTX 0.529876844307414 -0.616515160798342 -0.37998037495636 -0.00953525195827677 0.308350408355756 0.379181537789285
VGAVX 1.24727403932304 -0.130095733616334 -0.137694531754814 0.167982348760118 0 0
VGCIX 0.672389488973146 -0.409021121617172 -0.201197525043105 0 0 0
VICSX 0.381154998216101 -0.415092549462633 -0.263941448779517 0.0957262717243602 0.432356141818842 0
VIPSX 0.235591872431942 -0.754001692724664 -0.201354609639641 0.0124327192912933 0.266754260028119 0.269079859342531
VLGSX 0.0660707746774388 -0.755718564042849 -0.607230231278581 -0.125945911090882 0.157324266015926 0
VLTCX 0.0668820678149909 -0.417937995229355 -0.298979680815308 0.0545592708491492 0.334460576754516 0
VMATX -0.682916564174368 -0.568378357962444 -0.384977453666681 0.00607661238866618 0.272894226614088 0.273408177789727
VMBSX 0.408227220811395 -0.550900610665431 -0.473925555840049 -0.0875213052551812 0.172165693834913 0
VWSTX -0.340979364950359 -1.0363298955963 -0.706257292141131 -0.434888119439473 -0.148027095918911 -0.0228672978003887
VWLTX -0.642891657047953 -0.524798084978363 -0.349051286477403 0.0507261218877331 0.340976614432238 0.314066713067421
VWITX -0.603361417129249 -0.594181188399265 -0.403743359650232 -0.0043578630851889 0.316966585839742 0.32190807412497
VWESX 0.298046092992378 -0.437570217825802 -0.348785686463447 0.0440779104049909 0.354358807412651 0.313473048405996
VWEHX 0.270146789827356 -0.188049621447921 0.0182122067076963 0.282237251096448 0.618486228586708 0.447765298951971
VWAHX -0.0447385791591622 -0.400319609345072 -0.231098904060366 0.154571471819752 0.436273051690889 0.378578582740466
VUSTX 0.231169271466413 -0.733536072598099 -0.584939450481896 -0.117636503127251 0.176237606634031 0.194404016742037
VUBFX 0.0236113185668471 -0.825764368787355 -0.515564038127767 0 0 0
VTEAX -0.703630244714086 -0.574484218064025 -0.396120524030518 0 0 0
VTAPX -0.297380681485167 -0.797318644977171 -0.093586970480385 0.0467241547703449 0 0
VTABX 0.0574715974223033 -0.702768363590201 -0.620179064547553 -0.0575071664614571 0 0
VSIGX 0.204863390760792 -0.775451932927595 -0.625736996867869 -0.181402664212343 0.15151497764631 0
VSGBX 0.407439280497326 -0.986552790612993 -0.70908576039578 -0.302569638467269 -0.00836577554631356 0.24631449168124
VSCSX 0.605972284165772 -0.55595014048586 -0.315889713674959 0.0606552816445548 0.395145951294337 0
VSBSX 0.287927088467179 -1.00670946500733 -0.773968217578475 -0.399725928012712 -0.164550938345338 0
VPAIX -0.259813446036551 -0.463130121794019 -0.303078199309014 0.105527139100109 0.382318986947785 0.344951563053309
VOHIX -0.135170658860008 -0.451153710381844 -0.278398941225467 0.0984471880508336 0.359088132512692 0.348867848476077
VNYTX -0.284337212829862 -0.427289625564137 -0.292151467832836 0.0709441494892764 0.337444236180876 0.307072219402173
VNJTX -0.234694620042547 -0.413052777303385 -0.24588235878604 0.148347306712567 0.379856066353298 0.346510389465404
VMSIX 0.901294676348952 -0.171458187644088 0 0 0 0
VMLTX -0.228551744417588 -0.755125205813357 -0.462007392285217 -0.153465515429389 0.132805775503673 0.202861868167021
Sortino
  1 year 3 year 5 year 10 year 15 year 20 year
VWAHX -0.06 -0.54 -0.31 0.21 0.61 0.53
Peer Group* average 0.28 -0.66 -0.44 -0.04 0.22 0.16
60% Equity / 40% Bonds 1.47 0.19 0.72 0.85 1.23 0.89
Global Equities (ACWI) 1.79 0.39 0.88 0.76 0.90  
U.S. Equities (SPY) 2.28 0.64 1.18 1.10 1.36 0.90
U.S. Bonds (BND) 1.47 0.19 0.72 0.85 1.23 0.89
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Vanguard funds Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
VWOB 1.09213523548671 -0.226990161781394 -0.192981031354938 0.185280074087004 0 0
VUSB 0.494313378023963 -0.739837769973777 0 0 0 0
VTIP 1.65115427245381 -0.6418891081863 0.106283049477721 0.212055812338149 0 0
VTES -1.09440358003589 0 0 0 0 0
VTEB -0.321649949712411 -0.664819006623966 -0.440670267189497 0 0 0
VTC 0.420488382521261 -0.569291787406395 -0.395552839343732 0 0 0
VPLS 0.51810890510681 0 0 0 0 0
VMBS 0.411043552181051 -0.697678031867872 -0.597194967443349 -0.229076851222063 0.132604068902853 0
VGSH 0.0690356208272167 -1.06281587849505 -0.839421641576329 -0.451854077666011 -0.195287475585545 0
VGLT 0.0212148451255607 -0.939288894377522 -0.76846638639505 -0.176917276357079 0.265639097307805 0
VGIT 0.136378348081603 -0.908345591489189 -0.744727118108241 -0.235467851549491 0.196972663827914 0
VCSH 0.888488817888623 -0.62878946022783 -0.382286231963266 0.080281805959988 0.541943539402211 0
VCRB 0.438202491582849 0 0 0 0 0
VCLT 0.0829441268542016 -0.536875793615228 -0.390913755394304 0.0763019929002238 0.471923082939465 0
VCIT 0.616275738902658 -0.503806727156589 -0.321546204913318 0.142338739779264 0.611100316093185 0
VCEB 0.39382690111708 -0.56619891282448 0 0 0 0
EDV 0.221515487288333 -0.867051045984985 -0.705418178760148 -0.142100974171239 0.351760729383959 0
BSV 0.316354817010647 -0.897034479372166 -0.685079204754893 -0.224775092401135 0.140141575219223 0
BNDX -0.15976239465652 -0.859984877668901 -0.736558420306206 -0.117830439485834 0 0
BNDW 0.714935353258045 -0.759150419476618 -0.641860878114439 0 0 0
BLV -0.116736493988055 -0.751489214937087 -0.588332554600521 -0.0546611715786465 0.380307825807609 0
BIV 0.300556882768208 -0.731894563693315 -0.560524732267567 -0.0437136349652109 0.446088272740559 0
VBILX 0.928303882660452 -0.692333807445926 -0.528630954278693 -0.0117866454676159 0.48525809127808 0.56100651916812
VBIRX 1.03735653933217 -0.860304635800962 -0.676589515291302 -0.21254121372491 0.167825960051766 0.438523718694408
VBLAX 0.273182851997078 -0.723178096389365 -0.588999898040078 0 0 0
VBTLX 0.524700838110313 -0.772255376243836 -0.627844601240652 -0.130636061049057 0.30786640985148 0.453662379917558
VCAIX -0.671796060017292 -0.709133648542723 -0.524282274056679 -0.0100205483899601 0.491104672541376 0.441365731989695
VCITX -0.810491272994633 -0.69163667788589 -0.491499117371916 0.027704436177082 0.463130681820938 0.391478805888022
VCORX 0.765330630960203 -0.708712754038528 -0.470246507071199 0 0 0
VCPIX 0.544498609192391 -0.650343270314607 0 0 0 0
VEMBX 2.1984026041232 0.158727558338225 0.179813683137879 0 0 0
VFICX 1.06362979814994 -0.490284351636908 -0.32174651460087 0.101887041389556 0.565874988066102 0.558819637469329
VFIIX 0.397863279120631 -0.736054689439112 -0.598408205570691 -0.241321841910256 0.175191694762009 0.373536805285588
VFISX 0.140334424564604 -1.13736036853408 -0.855229503648898 -0.459578597659454 -0.180101039798967 0.132873107098418
VFITX 0.414095669784504 -0.89344030301754 -0.702566905274514 -0.212632245960544 0.22123013140619 0.407189672470973
VFSTX 0.759522252806424 -0.705276154917603 -0.452269410373036 -0.0117411788803648 0.394644989011988 0.506618953782002
VGAVX 1.98212150437428 -0.170354729926726 -0.171831037108526 0.21822741697174 0 0
VGCIX 0.97705777222817 -0.517424599598169 -0.261431139789848 0 0 0
VICSX 0.512025137784246 -0.529940184589154 -0.33860610367519 0.127856270172778 0.610140950652826 0
VIPSX 0.318474993940529 -0.849483884352458 -0.244000479197661 0.0156962268790759 0.358153368199787 0.366836858099757
VLGSX 0.0855303525173194 -0.930713684015574 -0.759173123579841 -0.177010969293784 0.240235750788717 0
VLTCX 0.0851730969052772 -0.550287393463591 -0.396227654399432 0.0756437208358519 0.486912778318214 0
VMATX -0.757673285157596 -0.727361339888482 -0.497610629637521 0.00804248220097554 0.377334094111369 0.375582165432594
VMBSX 0.554269537877023 -0.680649265483678 -0.585414428405847 -0.112100057806019 0.226571299909106 0
VWSTX -0.408189221806654 -1.06370639955147 -0.755104817761491 -0.473364362883288 -0.165085662295129 -0.0269468290326469
VWLTX -0.727066489931081 -0.68830808812281 -0.458674184820334 0.0682260930851757 0.478157959167578 0.43865351888329
VWITX -0.700935891843337 -0.743861145770278 -0.512701604948852 -0.00567860287232033 0.438874469115744 0.448649992874216
VWESX 0.389800534938026 -0.570555331244506 -0.460277763394562 0.0613659021556605 0.521328540441721 0.469413226873326
VWEHX 0.341940786884601 -0.244122883444561 0.0233988386786214 0.382492266475759 0.892677870203999 0.618677307139927
VWAHX -0.0602371968003603 -0.538656204064932 -0.305412221676835 0.208137951249281 0.610638693857964 0.53293878500126
VUSTX 0.304554159788011 -0.903420642176451 -0.731704396510411 -0.165187903578001 0.270240451594085 0.300173369680181
VUBFX 0.0274410007827519 -0.838920171714692 -0.546202099575341 0 0 0
VTEAX -0.818604216258188 -0.743179642627071 -0.515118313666236 0 0 0
VTAPX -0.328394958276609 -0.838774860181787 -0.106879433318376 0.0546551996567076 0 0
VTABX 0.080512200384644 -0.839237086507922 -0.741729455764328 -0.0746573072252653 0 0
VSIGX 0.275605785470951 -0.895937217846381 -0.73929950465515 -0.233650351485262 0.209801165530854 0
VSGBX 0.574617545391161 -1.036282994272 -0.762017415924839 -0.344462990972993 -0.00992753446511075 0.323717365103046
VSCSX 0.872403758188309 -0.640654500940496 -0.3793979358855 0.0757111723909053 0.522180099474643 0
VSBSX 0.403217455905933 -1.04120461400657 -0.824966409844502 -0.4483278568678 -0.189136125813589 0
VPAIX -0.346879586273877 -0.624625306696736 -0.409013490483684 0.145653040601341 0.548217165301322 0.490229551077616
VOHIX -0.186918070028696 -0.604323758599757 -0.375395491220045 0.135227279519004 0.512400674325085 0.495152642967999
VNYTX -0.372064203837577 -0.581115288181158 -0.394063468567445 0.0974894129089232 0.479422458280457 0.430140150029107
VNJTX -0.313294090972254 -0.559187101633191 -0.327147846371237 0.201018241113875 0.533526618259541 0.483132033042962
VMSIX 1.33552966845758 -0.220452239367561 0 0 0 0
VMLTX -0.292647846654652 -0.854403184453688 -0.544672335473039 -0.184739677230682 0.166217429977453 0.265409799908848
Treynor
  1 year 3 year 5 year 10 year 15 year 20 year
VWAHX 13.4 2.0 2.1 14.9 31.2 28.6
Peer Group* average 24.15 5.95 2.52 14.64 121.98 13.84
60% Equity / 40% Bonds 15.9 8.7 12.7 11.6 13.7 11.3
Global Equities (ACWI) 17.4 9.4 13.3 9.5 9.5  
U.S. Equities (SPY) 18.1 12.1 16.4 12.5 13.6 10.0
U.S. Bonds (BND) 15.9 8.7 12.7 11.6 13.7 11.3
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Vanguard funds Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
VWOB 21.8521213286408 4.18257625671592 0.614591481396331 6.57794764818078 0 0
VUSB 122.614007195962 102.371192266833 0 0 0 0
VTIP 72.8178064105897 18.2366376117377 27.7066814853959 27.1389000341927 0 0
VTES -11.1600065019039 0 0 0 0 0
VTEB 18.0489338342401 3.40309984968974 2.59452859965244 0 0 0
VTC 15.8023324830914 -0.000511865998411105 -0.788417449786311 0 0 0
VPLS 19.8255148389694 0 0 0 0 0
VMBS 15.4719899558768 -1.28339270030077 -3.79445193874577 6.38892220922802 18.9440320865552 0
VGSH 54.5915150011373 26.0757223988019 32.3628256333629 153.849615797112 1019.93129964897 0
VGLT 5.15708857533351 -13.7822028908303 -20.8076147180436 -5.08976260980778 -35.7875049154099 0
VGIT 17.1265488947663 -3.04218670504758 -7.99503220753601 25.2089459671131 -229.219917004703 0
VCSH 41.5065198792444 14.9601225690063 9.63664602985907 18.9075589305935 25.0539366402058 0
VCRB 17.9182666482613 0 0 0 0 0
VCLT 6.10845278617938 -4.34568337021572 -4.27353439998572 3.86639193058949 13.5383018084728 0
VCIT 18.4877699051099 1.74248266206392 0.789083311650974 9.20116731129299 18.8082891690572 0
VCEB 15.6015927775568 0.369787016890681 0 0 0 0
EDV 6.0068799071519 -15.2642687883009 -21.420699815892 -9.81154138997384 -19.2434591001352 0
BSV 38.2509150235057 13.0444915179939 10.86490947517 34.3068063475754 55.8145151671552 0
BNDX 14.2945668798739 -0.803556271645436 -4.16370415148405 10.1071772728429 0 0
BNDW 24.8168396564994 0.456656686988385 -2.23108158098873 0 0 0
BLV 2.72934662304297 -8.88138615355608 -9.26223998916254 2.17136512807161 24.7933445249919 0
BIV 15.2714222387718 -1.89051244211153 -2.62920584236031 10.4821225892682 34.1023358994179 0
VBILX 24.4675966301986 -0.623486835186177 -1.57911761902616 12.1390421544666 37.8875825851332 44.6237607635681
VBIRX 48.5114673549655 14.9900876297158 11.6098634685181 35.8880806666108 56.5709908729244 135.94545463132
VBLAX 8.99389462385096 -7.92488407533617 -8.91980878275732 0 0 0
VBTLX 18.8921275011621 -1.61108140917359 -3.47022501569365 9.43348865842445 28.6067805917978 43.9221053543977
VCAIX 10.1886177748496 3.4450498357208 1.43427119707796 14.5845217470617 36.2475630370735 38.4308071729527
VCITX -3.43456448703433 -1.91365148229388 -2.11940535732569 10.7216556313601 28.505571361561 27.6363699565614
VCORX 22.5959909672468 -0.326749011895245 0.528421305624812 0 0 0
VCPIX 19.1548512773535 0.999862041613778 0 0 0 0
VEMBX 35.5442344943296 11.8504939998968 7.78242272560167 0 0 0
VFICX 24.0024646740129 2.47245558260378 1.96711431194724 10.5248714789732 21.0630542692056 22.1390020287019
VFIIX 16.556081955785 -1.74393221651198 -3.51790778430382 6.90800529430805 24.8062861741944 54.0237714506279
VFISX 41.0079551598533 10.4212472682456 10.7614558313437 46.9997155684157 87.0001907424801 -383.162870414527
VFITX 20.7313342270058 -2.48566612625287 -5.10939493777722 21.1704293104087 6306.6823346925 -231.896376738499
VFSTX 37.7827522955081 14.678625579155 9.28764185829443 19.104001100213 24.9141054402442 30.3391579807319
VGAVX 32.1055249640215 6.09916398813831 1.25890042326721 7.61014460538353 0 0
VGCIX 25.3018556046927 3.61369850496435 3.18037496717479 0 0 0
VICSX 17.4956297846629 1.48111541534366 0.592132083952396 9.22577918464323 19.2551497740066 0
VIPSX 20.273539977263 -4.05163131962071 5.43677312836371 10.6503734444964 21.6284323164382 24.8029926415885
VLGSX 6.28405149109027 -13.7524494797202 -19.9614169055032 -4.847534661912 -37.2651529020411 0
VLTCX 6.33772669751882 -4.38994590538484 -4.40078956160777 4.01453904103561 14.1734399052532 0
VMATX -1.54825244906906 -2.30633891305661 -1.95240948805189 10.5158509783065 26.0446316388548 30.598664238602
VMBSX 17.6574804367905 -0.912539885698931 -3.54764186577832 11.1561867751815 24.7990846011678 0
VWSTX 72.3384717839416 36.8385445814519 30.5669200153195 38.1176422381237 44.3521073019308 107.481236824731
VWLTX 0.367691402563935 -1.1425764801622 -0.907729676462977 12.1797811472339 29.0622277183633 29.9661629425682
VWITX 7.43311413737585 2.59323107007673 1.68281981177855 15.0037382736809 35.3852400043571 41.7354201362625
VWESX 10.6005510167147 -4.72870637550802 -5.60516694755907 4.68070190140611 19.5926237402015 18.8681554517777
VWEHX 18.96603850749 7.3185700678602 6.71199864226889 10.1551916642515 14.8902957802526 12.3792407223694
VWAHX 13.3628330334303 2.00428032272963 2.11515620935963 14.931607148946 31.1538732766579 28.6453818518767
VUSTX 9.49495904978064 -13.2150519137998 -19.0088788851812 -4.00906747503965 -39.1652579173465 -58.0260667085133
VUBFX 97.9373122441895 100.139578677804 55.9975055558197 0 0 0
VTEAX 5.82718483756131 0.962390791781479 0.324942221253165 0 0 0
VTAPX 20.8073302970794 9.26259769395064 22.6946623882859 24.6210471167114 0 0
VTABX 21.0665160930159 0.342750626419358 -3.80773235118556 12.4823751271284 0 0
VSIGX 20.0459242343819 -2.51323330480691 -7.14653785395111 23.2936973743352 -395.962154351261 0
VSGBX 42.5822259595497 12.6961675100172 13.728225175343 46.6071675860867 85.6396364366534 690.485581026506
VSCSX 42.0820620155405 15.7769353266186 9.54979028656887 19.1170140242753 25.1960128129767 0
VSBSX 68.5670630654067 27.3603227451144 32.0165871856446 123.820882232762 270.801453417395 0
VPAIX 11.0542027197277 1.155456972685 1.28802287782545 15.8978463668742 34.843506586554 35.8854658492979
VOHIX 11.927308316109 0.488029683507926 1.30942705842575 14.1608093371566 30.4175275977546 34.0688547281655
VNYTX 10.082981016122 1.39449957292414 0.863080812071717 13.1811259692287 28.8822753666697 30.9687387866463
VNJTX 11.2219685599268 2.17447007050704 2.06529580632519 15.3327536640404 29.9044833964846 32.7201825690743
VMSIX 30.2109976806492 9.02421182493383 0 0 0 0
VMLTX 41.8304817628606 15.2696073621736 13.0717842473879 22.8638052340674 35.7416560741797 57.1654641410795



  Compare: Risk & Volatility

for period ending February 28, 2025

Maximum Drawdown
  1 year 3 year 5 year 10 year 15 year 20 year
VWAHX 1.8% 10.4% 16.6% 16.6% 16.6% 16.6%
Peer Group* average 2.9% 10.5% 15.8% 13.4% 12.0% 6.0%
60% Equity / 40% Bonds 3.6% 16.0% 20.7% 20.7% 20.7% 32.2%
Global Equities (ACWI) 3.6% 21.3% 25.7% 25.7% 25.7%  
U.S. Equities (SPY) 4.0% 20.2% 23.9% 23.9% 23.9% 50.8%
U.S. Bonds (BND) 3.1% 10.3% 17.3% 17.3% 17.3% 17.3%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Vanguard funds Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
VWOB 3% 15.6% 24.9% 24.9% 0% 0%
VUSB 0.6% 0.6% 0% 0% 0% 0%
VTIP 0.5% 4.4% 4.6% 4.6% 0% 0%
VTES 5.2% 0% 0% 0% 0% 0%
VTEB 1.3% 6.7% 12.4% 0% 0% 0%
VTC 3% 12.6% 20.4% 0% 0% 0%
VPLS 2.7% 0% 0% 0% 0% 0%
VMBS 2.7% 11% 16.5% 16.5% 16.5% 0%
VGSH 0.9% 2.3% 5.3% 5.3% 5.3% 0%
VGLT 7.9% 31.5% 45.3% 45.3% 45.3% 0%
VGIT 2.8% 7.3% 15% 15% 15% 0%
VCSH 1.1% 4.2% 8.6% 8.6% 8.6% 0%
VCRB 2.8% 0% 0% 0% 0% 0%
VCLT 6.9% 21.9% 31.8% 31.8% 31.8% 0%
VCIT 2.7% 11.2% 18.8% 18.8% 18.8% 0%
VCEB 3% 12.2% 0% 0% 0% 0%
EDV 9.1% 44.7% 59.1% 59.1% 59.1% 0%
BSV 1.2% 3.5% 7.8% 7.8% 7.8% 0%
BNDX 2.4% 8.5% 14.9% 14.9% 0% 0%
BNDW 1.9% 9.3% 15.9% 0% 0% 0%
BLV 9.7% 26% 37.3% 37.3% 37.3% 0%
BIV 3.4% 9.9% 17.6% 17.6% 17.6% 0%
VBILX 2.4% 10.3% 17.9% 17.9% 17.9% 17.9%
VBIRX 0.8% 3.5% 8% 8% 8% 8%
VBLAX 5.5% 26.6% 38.2% 0% 0% 0%
VBTLX 2.4% 10.4% 17.5% 17.5% 17.5% 17.5%
VCAIX 1.8% 5.3% 11% 11% 11% 11%
VCITX 5.7% 9% 15.4% 15.4% 15.4% 15.4%
VCORX 2.3% 10.7% 17% 0% 0% 0%
VCPIX 2.5% 10.3% 0% 0% 0% 0%
VEMBX 2% 13.8% 22.9% 0% 0% 0%
VFICX 2.3% 11% 18.5% 18.5% 18.5% 18.5%
VFIIX 2.8% 10.6% 15.4% 15.4% 15.4% 15.4%
VFISX 0.9% 3% 6.3% 6.3% 6.3% 6.3%
VFITX 2.2% 7.9% 14.8% 14.8% 14.8% 14.8%
VFSTX 0.9% 4.1% 8.6% 8.6% 8.6% 8.6%
VGAVX 2% 15.3% 24.5% 24.5% 0% 0%
VGCIX 1.7% 10.6% 17.2% 0% 0% 0%
VICSX 3.1% 11.3% 18.9% 18.9% 18.9% 0%
VIPSX 3.3% 11.1% 13.5% 13.5% 13.5% 13.5%
VLGSX 7.3% 31.3% 45.4% 45.4% 45.4% 0%
VLTCX 6.8% 22.1% 31.7% 31.7% 31.7% 0%
VMATX 5.2% 9.1% 15.4% 15.4% 15.4% 15.4%
VMBSX 2.9% 10.9% 16.5% 16.5% 16.5% 0%
VWSTX 0.3% 1.2% 2.1% 2.1% 2.1% 2.1%
VWLTX 4.4% 9.2% 15.5% 15.5% 15.5% 15.5%
VWITX 2.4% 5.6% 11.1% 11.1% 11.1% 11.1%
VWESX 5.2% 23.3% 34.6% 34.6% 34.6% 34.6%
VWEHX 2.6% 9.4% 13.3% 13.3% 13.3% 28.9%
VWAHX 1.8% 10.4% 16.6% 16.6% 16.6% 16.6%
VUSTX 6% 31.8% 45.6% 45.6% 45.6% 45.6%
VUBFX 0.9% 0.9% 1.6% 0% 0% 0%
VTEAX 2.4% 6.7% 12.4% 0% 0% 0%
VTAPX 3.4% 4.3% 4.4% 4.4% 0% 0%
VTABX 1.4% 8.3% 14.9% 14.9% 0% 0%
VSIGX 2.4% 7.3% 15.1% 15.1% 15.1% 0%
VSGBX 0.7% 3.3% 6.9% 6.9% 6.9% 6.9%
VSCSX 1.1% 4.2% 8.6% 8.6% 8.6% 0%
VSBSX 0.6% 2.3% 5.3% 5.3% 5.3% 0%
VPAIX 1.8% 9.5% 15.2% 15.2% 15.2% 15.2%
VOHIX 1.9% 10.4% 16.3% 16.3% 16.3% 16.3%
VNYTX 1.9% 9.5% 16.2% 16.2% 16.2% 16.2%
VNJTX 1.7% 9.1% 15.2% 15.2% 15.2% 15.2%
VMSIX 1.5% 9.2% 0% 0% 0% 0%
VMLTX 0.6% 2.9% 5.5% 5.5% 5.5% 5.5%
Standard Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
VWAHX 4.5% 9.2% 8.3% 6.5% 6.0% 6.1%
Peer Group* average 5.6% 7.8% 6.6% 4.6% 3.9% 2.0%
60% Equity / 40% Bonds 9.1% 13.5% 14.0% 11.3% 10.5% 10.7%
Global Equities (ACWI) 10.3% 17.8% 19.2% 16.1% 16.3%  
U.S. Equities (SPY) 11.9% 19.0% 20.7% 17.2% 16.5% 16.6%
U.S. Bonds (BND) 5.9% 7.7% 6.4% 5.2% 4.6% 4.6%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Vanguard funds Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
VWOB 7.3% 12% 12.3% 9.7% 0% 0%
VUSB 1.2% 1.3% 0% 0% 0% 0%
VTIP 1.8% 3.4% 3.1% 2.4% 0% 0%
VTES 5.5% 0% 0% 0% 0% 0%
VTEB 3.4% 7.2% 6.3% 0% 0% 0%
VTC 6.4% 9.8% 8.9% 0% 0% 0%
VPLS 5.7% 0% 0% 0% 0% 0%
VMBS 6.5% 8.5% 6.6% 5% 4.3% 0%
VGSH 2% 2.5% 2.1% 1.6% 1.4% 0%
VGLT 12.7% 15% 13.5% 13% 13.2% 0%
VGIT 5.2% 6.4% 5.3% 4.5% 4.3% 0%
VCSH 2.7% 4.1% 4% 3% 2.7% 0%
VCRB 5.9% 0% 0% 0% 0% 0%
VCLT 11.6% 16.7% 15.1% 12.5% 11.7% 0%
VCIT 6.2% 9.5% 8.8% 7% 6.4% 0%
VCEB 6.3% 9.5% 0% 0% 0% 0%
EDV 18% 21.2% 19.1% 18.9% 21.6% 0%
BSV 2.7% 3.5% 2.9% 2.3% 2% 0%
BNDX 4.5% 6.4% 5.5% 4.5% 0% 0%
BNDW 4.3% 6.9% 5.7% 0% 0% 0%
BLV 13.4% 16% 13.8% 12% 11.6% 0%
BIV 6.4% 8.3% 6.9% 5.7% 5.5% 0%
VBILX 5.6% 8.1% 6.8% 5.6% 5.4% 5.6%
VBIRX 2.3% 3.5% 2.8% 2.3% 2% 2.1%
VBLAX 11.4% 15.3% 13.5% 0% 0% 0%
VBTLX 5.5% 7.6% 6.3% 5.1% 4.5% 4.4%
VCAIX 3.8% 6.5% 5.7% 4.6% 4.4% 4.5%
VCITX 6.9% 9.5% 8.1% 6.4% 6% 6%
VCORX 5.5% 7.8% 6.5% 0% 0% 0%
VCPIX 5.7% 7.8% 0% 0% 0% 0%
VEMBX 5.4% 11% 12% 0% 0% 0%
VFICX 5.8% 9.1% 7.8% 6.1% 5.5% 5.8%
VFIIX 5.9% 8.1% 6.3% 4.8% 4.2% 4%
VFISX 2.3% 2.9% 2.4% 1.9% 1.6% 1.8%
VFITX 5.1% 6.4% 5.3% 4.5% 4.4% 4.7%
VFSTX 2.7% 3.9% 3.7% 2.8% 2.4% 2.7%
VGAVX 5.4% 10.8% 11.7% 9.1% 0% 0%
VGCIX 4.7% 7.9% 7.7% 0% 0% 0%
VICSX 6.3% 9.2% 8.6% 6.8% 6.3% 0%
VIPSX 5.2% 7.1% 6.3% 5.1% 5.2% 5.9%
VLGSX 12.4% 15.1% 13.6% 13% 13.2% 0%
VLTCX 11.2% 16% 14.9% 12.3% 11.5% 0%
VMATX 6.6% 9.2% 7.8% 6.2% 5.7% 5.7%
VMBSX 6.3% 8.5% 6.6% 5.1% 4.4% 0%
VWSTX 1.1% 1.7% 1.5% 1.1% 1% 1%
VWLTX 6.1% 9.2% 7.9% 6.2% 5.8% 5.7%
VWITX 4.1% 6.4% 5.7% 4.5% 4.3% 4.4%
VWESX 10.8% 15.6% 13.9% 11.8% 11.1% 11.2%
VWEHX 4.6% 8.6% 9% 7.2% 6.9% 8.5%
VWAHX 4.5% 9.2% 8.3% 6.5% 6% 6.1%
VUSTX 12.3% 15.2% 13.6% 13% 13.3% 12.8%
VUBFX 1.5% 1.3% 1.3% 0% 0% 0%
VTEAX 4.1% 7.3% 6.4% 0% 0% 0%
VTAPX 4.2% 3.8% 3.3% 2.5% 0% 0%
VTABX 3.8% 6.2% 5.3% 4.4% 0% 0%
VSIGX 5% 6.3% 5.3% 4.5% 4.3% 0%
VSGBX 2.3% 3% 2.5% 2% 1.7% 1.9%
VSCSX 2.7% 4% 4% 3% 2.8% 0%
VSBSX 1.8% 2.4% 2% 1.6% 1.3% 0%
VPAIX 4.5% 8.7% 7.4% 5.9% 5.4% 5.3%
VOHIX 4.8% 9.3% 7.9% 6.2% 5.7% 5.5%
VNYTX 4.6% 9.2% 7.9% 6.2% 5.7% 5.6%
VNJTX 4.5% 8.9% 8% 6.4% 5.8% 5.7%
VMSIX 4.3% 7.9% 0% 0% 0% 0%
VMLTX 1.8% 3.3% 3% 2.3% 2.1% 2.1%
Downside Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
VWAHX 2.8% 5.7% 5.6% 4.4% 3.9% 4.0%
Peer Group* average 3.8% 5.3% 4.6% 3.1% 2.5% 1.3%
60% Equity / 40% Bonds 5.1% 8.9% 8.9% 7.2% 6.5% 7.0%
Global Equities (ACWI) 5.6% 11.5% 12.2% 10.5% 10.5%  
U.S. Equities (SPY) 5.8% 12.1% 12.6% 10.8% 10.1% 11.0%
U.S. Bonds (BND) 4.0% 5.4% 4.5% 3.5% 3.0% 2.8%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Vanguard funds Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
VWOB 4.3% 7.8% 9% 6.8% 0% 0%
VUSB 0.6% 0.6% 0% 0% 0% 0%
VTIP 0.5% 2.3% 2% 1.5% 0% 0%
VTES 5.2% 0% 0% 0% 0% 0%
VTEB 1.9% 4.3% 4% 0% 0% 0%
VTC 4.3% 6.6% 6.2% 0% 0% 0%
VPLS 3.7% 0% 0% 0% 0% 0%
VMBS 4.4% 5.8% 4.6% 3.4% 2.8% 0%
VGSH 1.1% 1.5% 1.2% 0.9% 0.8% 0%
VGLT 9.6% 11.4% 10.2% 8.7% 8.2% 0%
VGIT 3.5% 4.6% 3.8% 3% 2.7% 0%
VCSH 1.3% 2.6% 2.6% 1.9% 1.7% 0%
VCRB 3.9% 0% 0% 0% 0% 0%
VCLT 8.7% 11.6% 10.6% 8.4% 7.6% 0%
VCIT 4% 6.4% 6.2% 4.7% 4.2% 0%
VCEB 4.2% 6.5% 0% 0% 0% 0%
EDV 13.7% 15.9% 14.2% 12.7% 12.8% 0%
BSV 1.5% 2.3% 1.9% 1.4% 1.2% 0%
BNDX 3% 4.5% 3.9% 3% 0% 0%
BNDW 2.5% 4.7% 3.9% 0% 0% 0%
BLV 10.6% 11.7% 10.1% 8.2% 7.5% 0%
BIV 4.4% 5.8% 4.9% 3.8% 3.5% 0%
VBILX 3.5% 5.6% 4.7% 3.7% 3.4% 3.4%
VBIRX 1% 2.2% 1.8% 1.4% 1.2% 1.1%
VBLAX 8.4% 11% 9.7% 0% 0% 0%
VBTLX 3.6% 5.3% 4.4% 3.4% 2.9% 2.7%
VCAIX 2.5% 4% 3.7% 3% 2.8% 2.8%
VCITX 6% 6.4% 5.6% 4.4% 4% 4%
VCORX 3.3% 5.3% 4.4% 0% 0% 0%
VCPIX 3.6% 5.3% 0% 0% 0% 0%
VEMBX 2.8% 7.2% 8.5% 0% 0% 0%
VFICX 3.5% 6.1% 5.3% 4% 3.5% 3.8%
VFIIX 3.9% 5.6% 4.4% 3.2% 2.8% 2.5%
VFISX 1.1% 1.9% 1.6% 1.2% 1% 1%
VFITX 3.1% 4.5% 3.7% 2.9% 2.7% 2.8%
VFSTX 1.3% 2.4% 2.5% 1.8% 1.5% 1.7%
VGAVX 2.9% 7.3% 8.9% 6.7% 0% 0%
VGCIX 2.7% 5.2% 5.3% 0% 0% 0%
VICSX 4.2% 6.2% 6.1% 4.6% 4.1% 0%
VIPSX 3.3% 5.4% 4.5% 3.5% 3.5% 4%
VLGSX 9.3% 11.4% 10.2% 8.7% 8.2% 0%
VLTCX 8.5% 11.2% 10.6% 8.4% 7.5% 0%
VMATX 5.6% 6.2% 5.4% 4.2% 3.8% 3.8%
VMBSX 4.2% 5.8% 4.6% 3.4% 2.8% 0%
VWSTX 0.3% 0.8% 0.7% 0.6% 0.5% 0.4%
VWLTX 5% 6% 5.3% 4.1% 3.7% 3.8%
VWITX 3% 4.1% 3.7% 3% 2.7% 2.8%
VWESX 7.9% 11% 9.9% 7.9% 7.1% 7.1%
VWEHX 3.1% 5.7% 6.6% 5% 4.5% 6%
VWAHX 2.8% 5.7% 5.6% 4.4% 3.9% 4%
VUSTX 9.1% 11.4% 10.2% 8.7% 8.3% 7.9%
VUBFX 0.9% 0.7% 0.7% 0% 0% 0%
VTEAX 2.9% 4.6% 4.2% 0% 0% 0%
VTAPX 3.5% 3% 2.5% 1.8% 0% 0%
VTABX 2.1% 4.3% 3.7% 2.9% 0% 0%
VSIGX 3.2% 4.5% 3.7% 2.9% 2.7% 0%
VSGBX 1% 2% 1.6% 1.2% 1% 1%
VSCSX 1.3% 2.5% 2.7% 2% 1.7% 0%
VSBSX 0.7% 1.5% 1.2% 0.9% 0.7% 0%
VPAIX 2.8% 5.4% 4.7% 3.7% 3.4% 3.4%
VOHIX 2.9% 5.9% 5.1% 3.9% 3.6% 3.5%
VNYTX 2.9% 5.7% 5.1% 4% 3.6% 3.7%
VNJTX 2.8% 5.4% 5.3% 4.2% 3.8% 3.8%
VMSIX 2.3% 5.1% 0% 0% 0% 0%
VMLTX 0.7% 1.9% 1.8% 1.4% 1.3% 1.2%
Beta
  1 year 3 year 5 year 10 year 15 year 20 year
VWAHX 0.31 0.40 0.30 0.18 0.12 0.13
Peer Group* average 0.33 0.33 0.23 0.12 0.05 0.03
60% Equity / 40% Bonds 0.78 0.74 0.71 0.67 0.65 0.65
Global Equities (ACWI) 0.86 0.94 0.94 0.94 0.99  
U.S. Equities (SPY) 1.00 1.00 1.00 1.00 1.00 1.00
U.S. Bonds (BND) 0.78 0.74 0.71 0.67 0.65 0.65
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Vanguard funds Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
VWOB 0.441442751946777 0.572305464693338 0.556777735243218 0.424781556245016 0 0
VUSB 0.0403066801569641 0.0341792162334143 0 0 0 0
VTIP 0.0869667472894417 0.136025013298115 0.120027877536294 0.0872315578391017 0 0
VTES 0.191465252900733 0 0 0 0 0
VTEB 0.195816623800794 0.291029059452149 0.216730412624277 0 0 0
VTC 0.400881668739599 0.440435994143207 0.380361663002476 0 0 0
VPLS 0.330863235040063 0 0 0 0 0
VMBS 0.408583146517929 0.36132816811973 0.19990530176642 0.120561020571495 0.0813712351364365 0
VGSH 0.0832358846688885 0.0654098035048945 0.0261199027291138 0.00673798744658905 0.000838563840777314 0
VGLT 0.756375756164387 0.628683698397759 0.331340449414195 0.12260418586375 -0.0735678962973383 0
VGIT 0.285453702377351 0.229172140074694 0.108043922413082 0.0350582805759063 -0.00751304034740171 0
VCSH 0.147761979539595 0.163766233750744 0.156705908826167 0.108564854080181 0.0934634668237122 0
VCRB 0.349942614408934 0 0 0 0 0
VCLT 0.751420705509899 0.779762829481177 0.635681468763504 0.470766141113871 0.317672222919839 0
VCIT 0.386253044257087 0.422366123457235 0.376861318941467 0.261864728946299 0.202312093349737 0
VCEB 0.396476007437634 0.429102854788013 0 0 0 0
EDV 1.00810787434691 0.862202707195269 0.472711371722388 0.177644960911716 -0.189432637716889 0
BSV 0.132878174323627 0.118504917277446 0.0740716997275609 0.0390500988057174 0.0252010239791882 0
BNDX 0.263811667143895 0.29480044945249 0.208907979452591 0.132680011820212 0 0
BNDW 0.267217393641821 0.30517777583693 0.212360282188237 0 0 0
BLV 0.826675513113651 0.713330092607237 0.504585067427595 0.315858830161438 0.142515851504754 0
BIV 0.378087612713727 0.343545636337365 0.246088020169991 0.144915455056363 0.0829267051319782 0
VBILX 0.329253051963156 0.333645547971586 0.235247249122234 0.1378821219532 0.0778476376202957 0.0781592158850541
VBIRX 0.125035294001911 0.117772539606549 0.0750833962211833 0.0383872576228173 0.025695906628721 0.016097229463324
VBLAX 0.700087887804236 0.676675373684376 0.497207844118863 0 0 0
VBTLX 0.345197174575631 0.3164454038995 0.215190084870907 0.12753870086101 0.075319674501393 0.0647325571122433
VCAIX 0.212467375621015 0.269927434651471 0.198550227407148 0.119425752820476 0.0743952043698891 0.0731589988352506
VCITX 0.3638356367434 0.402197452219638 0.282164575363091 0.169904604257185 0.107691959720409 0.108654341541632
VCORX 0.325721512057017 0.326680330045375 0.231127141160221 0 0 0
VCPIX 0.34678941821114 0.339804703322145 0 0 0 0
VEMBX 0.329768624760398 0.510482467681496 0.51174896333737 0 0 0
VFICX 0.35898656360752 0.402586448219933 0.314104556502309 0.208080256837543 0.157757397596922 0.164746168844285
VFIIX 0.369231720740964 0.344287723968734 0.184558010421109 0.109744714007558 0.0681028396939189 0.047227759391526
VFISX 0.114030941319326 0.0925124290959055 0.0479958997890133 0.0192624345724949 0.00959522937104847 -0.00428439407905294
VFITX 0.284649464016509 0.23513109761876 0.122689593984986 0.0460905743993223 0.000286073220680851 -0.0115446219059642
VFSTX 0.15606524099187 0.150121126056866 0.142027612321991 0.0949278157290499 0.0792051830824924 0.0831076186459678
VGAVX 0.348010951587963 0.516519400100343 0.519999228051734 0.399884471148921 0 0
VGCIX 0.300822360282112 0.365923461787263 0.335243717207671 0 0 0
VICSX 0.384943530585406 0.407017731833522 0.360994991646819 0.253233102324517 0.196017005065013 0
VIPSX 0.275404597598933 0.335157121225209 0.250443699619576 0.171455529959942 0.115974483141019 0.117861835678896
VLGSX 0.726926642463341 0.622099488216947 0.340031118758311 0.129077906681012 -0.0648890160276055 0
VLTCX 0.729971192450234 0.740726719796344 0.633775647323063 0.45685028534074 0.310264771739209 0
VMATX 0.373727024109677 0.393421298264273 0.274402870449099 0.164829527720571 0.100922881755905 0.0944181210454065
VMBSX 0.392493822939194 0.355921597994328 0.191186515412047 0.113887700249591 0.075526374859515 0
VWSTX 0.0562181546063998 0.0649073980154624 0.0468133768631588 0.030639000693097 0.021468193342058 0.0131274906809985
VWLTX 0.361077151787427 0.393035228168176 0.276550185218019 0.166329237322734 0.104431119084297 0.104827925630833
VWITX 0.234666647611602 0.268794823588969 0.198097198667058 0.117363191058445 0.0708095496839412 0.0675474558040147
VWESX 0.679554724404037 0.70560532968816 0.552170222447338 0.372769970180496 0.230965938634058 0.23194988597467
VWEHX 0.296724713472437 0.428760892311029 0.415472504505309 0.366110018270243 0.353648458773989 0.39612451365206
VWAHX 0.309942754087502 0.399845875242519 0.296399053056971 0.18274477695015 0.118143827001479 0.126423692054805
VUSTX 0.701449072151714 0.619744373408989 0.339901355253575 0.129099926173594 -0.0682531429083516 -0.0545096082623685
VUBFX 0.045717183236738 0.0327932058556224 0.0355568757480478 0 0 0
VTEAX 0.228143054309724 0.308092248486554 0.222606465583484 0 0 0
VTAPX 0.146837698254811 0.135095368830357 0.113035887601509 0.0810149484384633 0 0
VTABX 0.218834659668205 0.282393118636213 0.193648683312922 0.121680949123693 0 0
VSIGX 0.269313538752561 0.229484003208406 0.113192396375543 0.0386262546766648 -0.00444786673459016 0
VSGBX 0.126606118925341 0.100217793700588 0.0540090312204647 0.0242495596639772 0.0131545332236765 0.00282432441962721
VSCSX 0.14485033892664 0.154962290198515 0.156389682845233 0.106886656402132 0.0923653189917328 0
VSBSX 0.0723015370232967 0.0660497118861395 0.0281803835465282 0.0085051400631015 0.00320443783909853 0
VPAIX 0.282019247425792 0.373079014588222 0.249624512387656 0.14902291098349 0.0910282940688158 0.0892301702569911
VOHIX 0.30719872801628 0.408099320307556 0.273969851197007 0.165067005484255 0.103026599768608 0.0967323559823146
VNYTX 0.296707364454219 0.388483631208591 0.271181978464107 0.163644754593879 0.103215682124503 0.0990931536859465
VNJTX 0.288999705227964 0.387300027804608 0.286526444231691 0.174461046498524 0.109653059620058 0.101489205983006
VMSIX 0.276521302750705 0.382601564174741 0 0 0 0
VMLTX 0.0955923743214871 0.129433250328386 0.0994936654343314 0.0627354674127947 0.040690177706407 0.0332207019038034



  Compare: Correlation

for period ending February 28, 2025

  1 year 3 year 5 year 10 year 15 year 20 year
to Global Stocks (ACWI) 0.73 0.81 0.71 0.50 0.34
to S&P500 (SPY) 0.72 0.74 0.64 0.44 0.30 0.32
to U.S. Bonds (BND) 0.82 0.93 0.82 0.82 0.81 0.63
to Commodities (DBC) -0.46 -0.03 0.19 0.07 -0.01 0.05
to Gold (GLD) -0.13 0.40 0.30 0.30 0.25 0.19


  History

for period ending February 28, 2025

Monthly Total Return
Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
20250.3%1.2%
20240.1%0.2%0.4%-1.3%0.2%2.0%0.9%0.7%1.3%-1.5%2.1%-1.8%
20233.8%-2.5%2.0%0.2%-0.7%1.2%0.3%-1.4%-3.2%-2.3%7.7%3.2%
2022-2.7%-0.8%-3.4%-3.5%1.4%-2.9%3.3%-2.7%-4.7%-1.6%5.8%-0.2%
20210.9%-1.8%0.8%1.3%0.8%0.7%0.9%-0.3%-0.9%-0.2%1.1%0.2%
20202.0%1.7%-6.2%-2.7%3.4%2.5%2.1%-0.1%-0.1%1.9%1.2%0.0%
20190.7%0.6%2.1%0.6%1.6%0.5%0.8%2.0%-0.7%0.0%0.5%0.4%
2018-1.2%-0.4%0.6%-0.3%1.3%0.1%0.2%0.3%-0.7%-0.8%0.9%1.2%
20170.5%0.8%0.4%0.8%1.8%-0.0%0.9%1.1%-0.2%0.3%0.0%1.2%
20161.1%0.0%0.7%0.9%0.7%2.1%-0.0%0.4%-0.5%-1.2%-4.4%1.1%
20152.0%-1.0%0.3%-0.5%-0.3%-0.3%0.8%0.3%0.7%0.5%0.8%0.9%
20142.6%1.4%0.3%1.4%1.7%-0.0%0.1%1.5%0.2%0.8%0.3%0.8%
20130.6%0.5%-0.4%1.0%-1.0%-3.5%-1.2%-1.9%2.6%0.8%-0.2%-0.3%
20122.8%0.4%-0.4%1.2%1.1%0.0%1.8%0.3%0.7%0.6%1.9%-1.3%
2011-1.2%1.5%-0.3%1.6%2.1%0.8%1.2%1.2%1.5%-0.3%0.5%2.0%
20100.7%0.9%0.1%1.2%0.7%-0.1%1.2%2.7%0.1%-0.2%-2.6%-2.0%
20094.7%0.9%-0.3%3.1%2.8%-0.7%1.5%2.7%5.2%-2.4%0.4%0.8%
20081.3%-5.2%2.7%1.3%0.8%-1.1%0.0%1.0%-5.1%-4.0%-1.0%-1.3%
2007-0.2%1.2%-0.2%0.3%-0.4%-0.5%0.3%-1.0%1.5%0.3%0.3%-0.1%
2006-0.1%0.8%-0.6%0.0%0.6%-0.5%1.3%1.5%0.7%0.7%0.8%-0.3%
20051.1%-0.4%-0.8%1.6%1.0%0.6%-0.4%1.1%-0.6%-0.5%0.6%0.7%
20040.3%1.7%-0.5%-2.0%0.1%0.4%1.2%1.8%0.7%0.9%-0.8%1.3%
2003-0.6%1.3%-0.0%1.1%2.6%-0.3%-2.7%0.8%2.5%-0.2%1.1%0.8%
20021.2%1.0%-1.2%1.6%0.7%0.9%0.8%0.5%1.8%-2.4%0.1%2.1%