Vanguard High-Yield Tax-Exempt Fund Investor Shares
for period ending February 28, 2025
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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
- Since this is a mutual fund, you can purchase this directly through your broker using the ticker VWAHX.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.

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)
|
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% |
|
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)
|
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% |
|
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% |
|
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 |
|
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 |
|
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
|
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% |
|
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% |
|
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% |
|
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
Month |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
2025 | 0.3% | 1.2% |
2024 | 0.1% | 0.2% | 0.4% | -1.3% | 0.2% | 2.0% | 0.9% | 0.7% | 1.3% | -1.5% | 2.1% | -1.8% |
2023 | 3.8% | -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% |
2021 | 0.9% | -1.8% | 0.8% | 1.3% | 0.8% | 0.7% | 0.9% | -0.3% | -0.9% | -0.2% | 1.1% | 0.2% |
2020 | 2.0% | 1.7% | -6.2% | -2.7% | 3.4% | 2.5% | 2.1% | -0.1% | -0.1% | 1.9% | 1.2% | 0.0% |
2019 | 0.7% | 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% |
2017 | 0.5% | 0.8% | 0.4% | 0.8% | 1.8% | -0.0% | 0.9% | 1.1% | -0.2% | 0.3% | 0.0% | 1.2% |
2016 | 1.1% | 0.0% | 0.7% | 0.9% | 0.7% | 2.1% | -0.0% | 0.4% | -0.5% | -1.2% | -4.4% | 1.1% |
2015 | 2.0% | -1.0% | 0.3% | -0.5% | -0.3% | -0.3% | 0.8% | 0.3% | 0.7% | 0.5% | 0.8% | 0.9% |
2014 | 2.6% | 1.4% | 0.3% | 1.4% | 1.7% | -0.0% | 0.1% | 1.5% | 0.2% | 0.8% | 0.3% | 0.8% |
2013 | 0.6% | 0.5% | -0.4% | 1.0% | -1.0% | -3.5% | -1.2% | -1.9% | 2.6% | 0.8% | -0.2% | -0.3% |
2012 | 2.8% | 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% |
2010 | 0.7% | 0.9% | 0.1% | 1.2% | 0.7% | -0.1% | 1.2% | 2.7% | 0.1% | -0.2% | -2.6% | -2.0% |
2009 | 4.7% | 0.9% | -0.3% | 3.1% | 2.8% | -0.7% | 1.5% | 2.7% | 5.2% | -2.4% | 0.4% | 0.8% |
2008 | 1.3% | -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% |
2005 | 1.1% | -0.4% | -0.8% | 1.6% | 1.0% | 0.6% | -0.4% | 1.1% | -0.6% | -0.5% | 0.6% | 0.7% |
2004 | 0.3% | 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% |
2002 | 1.2% | 1.0% | -1.2% | 1.6% | 0.7% | 0.9% | 0.8% | 0.5% | 1.8% | -2.4% | 0.1% | 2.1% |