Vanguard Funds Summary Page

for period ending May 31, 2025

Note: In this Free plan, the table below shows only the 1-month and 1‑year metrics. Click any fund name to view its full multi‑year performance details. Get full access to expertly crafted funds from Vanguard, Fidelity, iShares, and American Funds and unlock the sortable multi‑period tables, and interactive scatterplots.

In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the Vanguard funds.
Sort any column by clicking the heading in the gray row. Click any Vanguard fund name below for full details.

Maximum Drawdown vs. Annual Return
● Vanguard Funds: All Funds ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
  Total Return, annualized % Max DrawDown
Vanguard Fund Name ID Peer Group Category 1 month YTD 1 year 3 year 5 year 10 year 15 year 20 year 15 year 20 year
U.S. Total Bond Market BND Benchmark Benchmark -0.7% 2.1% 5.0% * * * * * * *
S&P 500 SPY Benchmark Benchmark 6.3% 0.9% 13.2% * * * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark Benchmark 3.5% 1.3% 10.0% * * * * * * *
Interm-Term Bond ETF BIV Fixed Income Intermed Term -0.5% 3.6% 6.7% * * * * * * *
Long-Term Bond ETF BLV Fixed Income Long Term -1.7% 0.8% -0.8% * * * * * * *
Total World Bond ETF BNDW Fixed Income International -0.4% 2.0% 7.0% * * * * * * *
Total International Bond ETF BNDX Fixed Income International 0.0% 1.7% 4.7% * * * * * * *
Short-Term Bond ETF BSV Fixed Income Short Term -0.2% 2.7% 6.1% * * * * * * *
Extended Duration Treasury ETF EDV Fixed Income Long Term -5.0% -3.1% 0.2% * * * * * * *
ESG U.S. Stock ETF ESGV U.S. Equity Thematic 6.8% -0.4% 11.9% * * * * * * *
S&P Mid-Cap 400 Growth ETF IVOG U.S. Equity Mid Cap 6.7% -2.6% 0.1% * * * * * * *
S&P Mid-Cap 400 ETF IVOO U.S. Equity Mid Cap 5.5% -3.4% 1.7% * * * * * * *
S&P Mid-Cap 400 Value ETF IVOV U.S. Equity Mid Cap 4.7% -3.8% 3.4% * * * * * * *
Mega Cap ETF MGC U.S. Equity Large Cap 6.7% 0.8% 14.6% * * * * * * *
Mega Cap Growth ETF MGK U.S. Equity Large Cap 9.2% 0.4% 17.9% * * * * * * *
Mega Cap Value ETF MGV U.S. Equity Large Cap 2.6% 2.2% 10.5% * * * * * * *
Materials ETF VAW U.S. Equity Sectors 2.8% 1.9% -2.1% * * * * * * *
Small-Cap ETF VB U.S. Equity Small Cap 5.6% -4.7% 3.2% * * * * * * *
Small-Cap Growth ETF VBK U.S. Equity Small Cap 6.4% -5.7% 5.5% * * * * * * *
Small-Cap Value ETF VBR U.S. Equity Small Cap 5.0% -4.0% 3.6% * * * * * * *
ESG U.S. Corporate Bond ETF VCEB Fixed Income Intermed Term 0.2% 2.5% 5.6% * * * * * * *
Interm-Term Corp Bond ETF VCIT Fixed Income Intermed Term 0.3% 3.4% 7.3% * * * * * * *
Long-Term Corporate Bond ETF VCLT Fixed Income Long Term -0.1% 0.8% 2.1% * * * * * * *
Consumer Discretionary ETF VCR U.S. Equity Sectors 9.3% -5.0% 22.9% * * * * * * *
Core Bond ETF VCRB Fixed Income Intermed Term -0.7% 2.6% 5.9% * * * * * * *
Short-Term Corporate Bond ETF VCSH Fixed Income Short Term 0.2% 2.8% 6.7% * * * * * * *
Consumer Staples ETF VDC U.S. Equity Sectors 1.7% 6.8% 12.7% * * * * * * *
Energy ETF VDE U.S. Equity Sectors 2.0% -5.2% -13.2% * * * * * * *
FTSE Developed Mkts ETF VEA Global Equity Regions 5.1% 16.8% 16.6% * * * * * * *
FTSE All-World ex-US ETF VEU Global Equity Multi Cap 4.6% 14.0% 13.7% * * * * * * *
Financials ETF VFH U.S. Equity Sectors 5.3% 4.5% 21.6% * * * * * * *
U.S. Multifactor ETF VFMF U.S. Equity Thematic 5.5% 0.3% 7.5% * * * * * * *
U.S. Momentum Factor ETF VFMO U.S. Equity Thematic 7.9% 0.2% 8.7% * * * * * * *
U.S. Min Volatility ETF VFMV U.S. Equity Thematic 2.3% 5.6% 10.4% * * * * * * *
U.S. Quality Factor ETF VFQY U.S. Equity Thematic 5.5% -1.2% 7.1% * * * * * * *
U.S. Value Factor ETF VFVA U.S. Equity Thematic 5.7% -3.4% -1.4% * * * * * * *
Interm-Term Treasury ETF VGIT Fixed Income Intermed Term -0.8% 3.5% 6.4% * * * * * * *
FTSE Europe ETF VGK Global Equity Regions 5.3% 21.4% 17.0% * * * * * * *
Long-Term Treasury ETF VGLT Fixed Income Long Term -2.9% 0.7% 1.6% * * * * * * *
Short-Term Treasury ETF VGSH Fixed Income Short Term -0.2% 2.2% 5.3% * * * * * * *
Info Tech ETF VGT U.S. Equity Sectors 10.4% -2.4% 13.7% * * * * * * *
Health Care ETF VHT U.S. Equity Sectors -4.7% -3.6% 1.6% * * * * * * *
Div Appreciation ETF VIG U.S. Equity Large Cap 3.6% 1.6% 12.1% * * * * * * *
Intl Div Appreciation ETF VIGI Global Equity Large Cap 3.9% 12.8% 10.7% * * * * * * *
S&P Small-Cap 600 Growth ETF VIOG U.S. Equity Small Cap 6.2% -5.0% -0.3% * * * * * * *
S&P Small-Cap 600 ETF VIOO U.S. Equity Small Cap 5.4% -8.2% -0.8% * * * * * * *
S&P Small-Cap 600 Value ETF VIOV U.S. Equity Small Cap 4.2% -11.5% -4.7% * * * * * * *
Industrials ETF VIS U.S. Equity Sectors 8.7% 6.2% 10.0% * * * * * * *
Mortgage-Backed Securities ETF VMBS Fixed Income Mortg Backed -0.8% 2.4% 6.0% * * * * * * *
Real Estate ETF VNQ U.S. Equity Sectors 1.1% 1.3% 12.5% * * * * * * *
Global ex-US Real Estate ETF VNQI Global Equity Sectors 3.0% 11.7% 14.3% * * * * * * *
Mid-Cap ETF VO U.S. Equity Mid Cap 5.5% 2.7% 13.4% * * * * * * *
Mid-Cap Value ETF VOE U.S. Equity Mid Cap 3.7% 0.4% 8.6% * * * * * * *
Russell 1000 ETF VONE U.S. Equity Large Cap 6.3% 0.8% 12.7% * * * * * * *
Russell 1000 Growth ETF VONG U.S. Equity Large Cap 9.1% -0.3% 16.9% * * * * * * *
Russell 1000 Value ETF VONV U.S. Equity Large Cap 3.6% 2.4% 9.6% * * * * * * *
S&P 500 ETF VOO U.S. Equity Large Cap 6.3% 0.9% 13.7% * * * * * * *
S&P 500 Growth ETF VOOG U.S. Equity Large Cap 9.6% 2.1% 19.8% * * * * * * *
S&P 500 Value ETF VOOV U.S. Equity Large Cap 3.1% -0.6% 5.3% * * * * * * *
Mid-Cap Growth ETF VOT U.S. Equity Mid Cap 7.8% 5.9% 17.3% * * * * * * *
Communication Services ETF VOX U.S. Equity Sectors 8.6% 3.1% 18.0% * * * * * * *
FTSE Pacific ETF VPL Global Equity Regions 4.6% 11.8% 9.8% * * * * * * *
Core-Plus Bond ETF VPLS Fixed Income Intermed Term -0.2% 2.8% 6.5% * * * * * * *
Utilities ETF VPU U.S. Equity Sectors 3.5% 9.1% 13.4% * * * * * * *
ESG Intl Stock ETF VSGX Global Equity Thematic 4.7% 12.8% 17.3% * * * * * * *
FTSE All-World ex-US Sm-Cap VSS Global Equity Small Cap 6.0% 11.5% 9.3% * * * * * * *
Total World Stock ETF VT Global Equity Multi Cap 5.8% 5.4% 10.2% * * * * * * *
Total Corporate Bond ETF VTC Fixed Income Intermed Term 0.1% 2.3% 5.6% * * * * * * *
Tax-Exempt Bond ETF VTEB Fixed Income Tax Exempt -0.5% -1.6% 2.1% * * * * * * *
Short-Term Tax-Exempt Bond ETF VTES Fixed Income Tax Exempt 0.5% 1.1% -1.1% * * * * * * *
Russell 3000 ETF VTHR U.S. Equity Multi Cap 6.3% 0.5% 12.3% * * * * * * *
Total Stock Market ETF VTI U.S. Equity Multi Cap 6.3% 0.4% 12.1% * * * * * * *
Short-Term Infl-Protected ETF VTIP Fixed Income Infl Protected -0.4% 3.5% 6.6% * * * * * * *
Value ETF VTV U.S. Equity Large Cap 2.9% 1.8% 9.4% * * * * * * *
Russell 2000 Growth ETF VTWG U.S. Equity Small Cap 6.7% -6.0% 3.2% * * * * * * *
Russell 2000 ETF VTWO U.S. Equity Small Cap 5.4% -6.8% 2.6% * * * * * * *
Russell 2000 Value ETF VTWV U.S. Equity Small Cap 4.4% -7.6% -1.0% * * * * * * *
Growth ETF VUG U.S. Equity Large Cap 9.2% 0.8% 17.7% * * * * * * *
Ultra-Sht Bond ETF VUSB Fixed Income Short Term 0.3% 1.9% 4.9% * * * * * * *
Large-Cap ETF VV U.S. Equity Large Cap 6.5% 1.1% 14.6% * * * * * * *
FTSE Emerging Mkts ETF VWO Global Equity Regions 3.9% 6.8% 9.8% * * * * * * *
Emerging Markets Govt Bond ETF VWOB Fixed Income International 1.0% 3.7% 7.5% * * * * * * *
Extended Market ETF VXF U.S. Equity Multi Cap 7.3% -3.2% 7.9% * * * * * * *
Total Intl Stock ETF VXUS Global Equity Multi Cap 4.8% 13.9% 13.7% * * * * * * *
High Div Yield ETF VYM U.S. Equity Large Cap 3.7% 1.8% 10.8% * * * * * * *
Intl High Div Yield ETF VYMI Global Equity Large Cap 4.5% 17.5% 15.0% * * * * * * *
LifeStrategy Growth VASGX Asset Allocation Target Risk 4.4% 5.1% 15.8% * * * * * * *
LifeStrategy Income VASIX Asset Allocation Target Risk 0.8% 3.0% 9.1% * * * * * * *
Selected Value VASVX U.S. Equity Mid Cap 4.7% -0.6% 1.5% * * * * * * *
Balanced Indx Adm VBIAX Asset Allocation Balanced 3.6% 1.6% 13.8% * * * * * * *
Intermed-Term Bond Indx Adm VBILX Fixed Income Intermed Term -0.5% 3.0% 8.4% * * * * * * *
Short-Term Bond Indx Adm VBIRX Fixed Income Short Term -0.3% 2.6% 6.9% * * * * * * *
Long-Term Bond Indx Adm VBLAX Fixed Income Long Term -1.8% 0.5% 3.6% * * * * * * *
Global Pstv Impact Stock Inv VBPIX Global Equity Thematic 9.8% 11.6% 18.9% * * * * * * *
Total Bond Market Indx Adm VBTLX Fixed Income Intermed Term -0.7% 4.6% 8.7% * * * * * * *
CA Interm Tax-Exempt Inv VCAIX Fixed Income Tax Exempt 0.2% -0.4% 2.2% * * * * * * *
CA Long-Term Tax-Exempt Inv VCITX Fixed Income Tax Exempt -0.5% -2.1% -2.9% * * * * * * *
Core Bond Inv VCORX Fixed Income Intermed Term -0.5% 2.4% 6.7% * * * * * * *
Core-Plus Bond Inv VCPIX Fixed Income Intermed Term -0.4% 4.8% 8.4% * * * * * * *
CA Municipal Money Mkt VCTXX Money Market Tax Exempt 0.2% 0.9% 2.5% * * * * * * *
Div Appreciation Indx Adm VDADX U.S. Equity Large Cap 3.7% 1.7% 12.7% * * * * * * *
Diversified Equity VDEQX U.S. Equity Large Cap 6.6% 0.3% 13.9% * * * * * * *
Dividend Growth VDIGX U.S. Equity Large Cap 3.9% 2.2% 19.9% * * * * * * *
Global ESG Select Stock Inv VEIGX Global Equity Thematic 5.9% 6.3% 16.9% * * * * * * *
Equity Income Inv VEIPX U.S. Equity Large Cap 3.4% 3.1% 10.4% * * * * * * *
Emerging Mkts Stock Indx Adm VEMAX Global Equity Regions 3.8% 6.3% 9.8% * * * * * * *
Emerging Mkts Bond Inv VEMBX Fixed Income International 0.8% 2.8% 9.3% * * * * * * *
Global Env Opp Stock Inv VEOIX Global Equity Thematic 5.2% 4.3% 2.9% * * * * * * *
European Stock Indx Adm VEUSX Global Equity Regions 4.9% 21.0% 16.3% * * * * * * *
Explorer Value VEVFX U.S. Equity Small Cap 6.0% -7.5% -1.5% * * * * * * *
Extended Market Indx Adm VEXAX U.S. Equity Small-Mid Cap 7.2% -3.1% 8.5% * * * * * * *
Explorer Inv VEXPX U.S. Equity Small Cap 5.6% -5.7% 5.4% * * * * * * *
Target Retirement 2055 VFFVX Asset Allocation Target Date 5.0% 5.4% 12.5% * * * * * * *
500 Indx Adm VFIAX U.S. Equity Large Cap 6.3% 0.4% 12.2% * * * * * * *
Interm-Term Inv-Grade Inv VFICX Fixed Income Intermed Term 0.2% 3.4% 8.7% * * * * * * *
Target Retirement 2050 VFIFX Asset Allocation Target Date 5.0% 5.4% 12.5% * * * * * * *
GNMA Inv VFIIX Fixed Income Mortg Backed -0.8% 2.4% 6.0% * * * * * * *
Short-Term Treasury Inv VFISX Fixed Income Short Term -0.3% 2.4% 5.3% * * * * * * *
Interm-Term Treasury Inv VFITX Fixed Income Intermed Term -0.9% 3.5% 7.2% * * * * * * *
Target Retirement 2040 VFORX Asset Allocation Target Date 4.2% 4.9% 11.7% * * * * * * *
FTSE All-World ex-US SmCap Adm VFSAX Global Equity Regions 6.4% 12.2% 10.6% * * * * * * *
Short-Term Inv-Grade Inv VFSTX Fixed Income Short Term 0.2% 2.8% 6.5% * * * * * * *
FTSE Social Indx Adm VFTAX U.S. Equity Thematic 6.8% 0.2% 14.4% * * * * * * *
FTSE All-World ex-US Indx Adm VFWAX Global Equity Regions 4.5% 10.9% 9.1% * * * * * * *
Emerg Mkt Govt Bond Indx Adm VGAVX Fixed Income International 0.9% 2.5% 9.1% * * * * * * *
Global Credit Bond Inv VGCIX Fixed Income International 0.2% 1.4% 6.0% * * * * * * *
Energy Inv VGENX U.S. Equity Sectors 2.7% 7.8% 20.8% * * * * * * *
Health Care Inv VGHCX U.S. Equity Sectors -4.3% -4.1% 0.6% * * * * * * *
Global Capital Cycles VGPMX Global Equity Thematic 5.9% 18.6% 12.3% * * * * * * *
Global ex-US Real Estate Adm VGRLX Global Equity Sectors 2.7% 12.0% 14.1% * * * * * * *
Real Estate Indx Adm VGSLX U.S. Equity Sectors 1.1% 7.7% 21.4% * * * * * * *
STAR Fund VGSTX Asset Allocation Balanced 3.7% 3.7% 12.6% * * * * * * *
Global Wellesley Inc Inv VGWIX Asset Allocation Balanced 1.5% 5.8% 5.5% * * * * * * *
Global Wellington Inv VGWLX Asset Allocation Balanced 2.7% 6.1% 12.7% * * * * * * *
Global Equity VHGEX Global Equity Large Cap 7.1% 4.9% 6.8% * * * * * * *
High Div Yield Indx Adm VHYAX U.S. Equity Large Cap 3.8% 1.8% 11.0% * * * * * * *
Intl Div Apprec Indx Adm VIAAX Global Equity Large Cap 3.8% 12.9% 10.5% * * * * * * *
Intermed-Term Corp Bond Adm VICSX Fixed Income Intermed Term 0.2% 2.9% 6.5% * * * * * * *
Intl Div Growth VIDGX Global Equity Large Cap 2.8% 18.0% 17.1% * * * * * * *
Growth Indx Adm VIGAX U.S. Equity Large Cap 9.1% 0.9% 17.7% * * * * * * *
Intl High Div Yield Indx Adm VIHAX Global Equity Large Cap 4.3% 17.6% 15.3% * * * * * * *
Mid-Cap Indx Adm VIMAX U.S. Equity Mid Cap 5.5% 2.9% 13.5% * * * * * * *
Intl Explorer VINEX Global Equity Small Cap 6.8% 15.2% 11.6% * * * * * * *
Infl-Prot Secs Inv VIPSX Fixed Income Infl Protected -0.7% 3.6% 5.1% * * * * * * *
Large-Cap Indx Adm VLCAX U.S. Equity Large Cap 6.4% 1.3% 13.0% * * * * * * *
Long-Term Treasury Indx Adm VLGSX Fixed Income Long Term -2.9% 0.2% 1.8% * * * * * * *
Long-Term Corp Bond Indx Adm VLTCX Fixed Income Long Term -0.5% 0.2% 1.6% * * * * * * *
Target Retirement 2065 VLXVX Asset Allocation Target Date 5.0% 5.4% 12.4% * * * * * * *
MA Tax-Exempt VMATX Fixed Income Tax Exempt -0.4% -2.0% -2.3% * * * * * * *
Mortgage-Backed Secs Indx Adm VMBSX Fixed Income Mortg Backed -0.8% 2.1% 6.3% * * * * * * *
Federal Money Market VMFXX Money Market Taxable 0.4% 1.7% 4.7% * * * * * * *
Mid-Cap Growth Indx Adm VMGMX U.S. Equity Mid Cap 7.9% 6.0% 17.4% * * * * * * *
Mid-Cap Growth VMGRX U.S. Equity Mid Cap 9.1% 0.3% 14.4% * * * * * * *
Limited-Term Tax-Exempt Inv VMLTX Fixed Income Tax Exempt 0.5% 0.9% 4.4% * * * * * * *
Emerging Mkts Select Stock VMMSX Global Equity Regions 4.2% 9.3% 12.7% * * * * * * *
Cash Reserves Money Mkt Adm VMRXX Money Market Taxable 0.4% 1.8% 4.8% * * * * * * *
Multi-Sector Income Bond Inv VMSIX Fixed Income Intermed Term 0.8% 4.8% 9.7% * * * * * * *
Municipal Money Market VMSXX Money Market Tax Exempt 0.2% 1.1% 3.0% * * * * * * *
Mid-Cap Value Indx Adm VMVAX U.S. Equity Mid Cap 3.6% 0.4% 8.9% * * * * * * *
Global Min Volatility Inv VMVFX Global Equity Thematic 1.9% 7.9% 10.7% * * * * * * *
NJ Long-Term Tax-Exempt Inv VNJTX Fixed Income Tax Exempt -0.7% -2.2% 1.5% * * * * * * *
NY Long-Term Tax-Exempt Inv VNYTX Fixed Income Tax Exempt -0.7% -2.2% 1.1% * * * * * * *
OH Long-Term Tax-Exempt VOHIX Fixed Income Tax Exempt -0.5% -1.9% 2.2% * * * * * * *
Pacific Stock Indx Adm VPADX Global Equity Regions 4.6% 12.0% 12.4% * * * * * * *
PA Long-Term Tax-Exempt Inv VPAIX Fixed Income Tax Exempt -0.5% -1.9% 1.5% * * * * * * *
Growth & Income Inv VQNPX U.S. Equity Large Cap 6.6% 1.1% 9.1% * * * * * * *
Short-Term Treasury Indx Adm VSBSX Fixed Income Short Term -0.2% 1.8% 5.3% * * * * * * *
LifeStrategy Conserv Growth VSCGX Asset Allocation Target Risk 2.0% 3.8% 14.7% * * * * * * *
Short-Term Corp Bond Indx Adm VSCSX Fixed Income Short Term 0.2% 2.4% 6.3% * * * * * * *
Strategic Equity VSEQX U.S. Equity Small-Mid Cap 6.7% -2.1% 6.9% * * * * * * *
Small-Cap Growth Indx Adm VSGAX U.S. Equity Small Cap 6.4% -5.5% 3.6% * * * * * * *
Short-Term Federal Inv VSGBX Fixed Income Short Term -0.2% 2.5% 6.1% * * * * * * *
Small-Cap Value Indx Adm VSIAX U.S. Equity Small Cap 4.9% -4.0% 3.6% * * * * * * *
Intermed-Term Treas Indx Adm VSIGX Fixed Income Intermed Term -0.8% 3.2% 6.5% * * * * * * *
Small-Cap Indx Adm VSMAX U.S. Equity Small Cap 5.5% -8.4% -0.3% * * * * * * *
LifeStrategy Moderate Growth VSMGX Asset Allocation Target Risk 3.3% 7.2% 18.0% * * * * * * *
Strategic Small-Cap Equity VSTCX U.S. Equity Small Cap 7.0% -5.4% 3.2% * * * * * * *
Target Retirement 2070 VSVNX Asset Allocation Target Date 5.0% 8.6% 15.8% * * * * * * *
Total Intl Bond Indx Adm VTABX Fixed Income International 0.0% 1.3% 5.4% * * * * * * *
Short-Term Infl-Protected Adm VTAPX Fixed Income Infl Protected -0.4% 3.3% 3.2% * * * * * * *
Tax-Managed Cap Apprec Adm VTCLX U.S. Equity Large Cap 6.2% 0.9% 12.8% * * * * * * *
Tax-Exempt Bond Indx Adm VTEAX Fixed Income Tax Exempt -0.3% -1.8% 0.2% * * * * * * *
Target Retirement 2030 VTHRX Asset Allocation Target Date 3.3% 4.4% 10.5% * * * * * * *
Total Intl Stock Indx Adm VTIAX Global Equity Multi Cap 4.7% 13.8% 11.3% * * * * * * *
Target Retirement Income VTINX Asset Allocation Balanced 1.4% 5.7% 12.0% * * * * * * *
Target Retirement 2045 VTIVX Asset Allocation Target Date 4.6% 5.1% 12.0% * * * * * * *
Tax-Managed Balanced Adm VTMFX Asset Allocation Balanced 3.1% 0.5% 8.0% * * * * * * *
Developed Mkts Indx Adm VTMGX Global Equity Large Cap 4.9% 16.8% 16.5% * * * * * * *
Tax-Managed Small-Cap Adm VTMSX U.S. Equity Small Cap 5.2% -7.7% 0.6% * * * * * * *
Intl Value VTRIX Global Equity Large Cap 5.4% 11.8% 10.5% * * * * * * *
Total Stock Market Indx Adm VTSAX U.S. Equity Multi Cap 6.3% 0.5% 12.9% * * * * * * *
Target Retirement 2035 VTTHX Asset Allocation Target Date 3.7% 1.3% 7.3% * * * * * * *
Target Retirement 2060 VTTSX Asset Allocation Target Date 5.0% 5.4% 12.4% * * * * * * *
Target Retirement 2025 VTTVX Asset Allocation Target Date 2.6% 1.4% 7.0% * * * * * * *
Total World Stock Indx Adm VTWAX Global Equity Multi Cap 5.7% 5.4% 10.2% * * * * * * *
Target Retirement 2020 VTWNX Asset Allocation Target Date 1.8% 3.8% 8.4% * * * * * * *
Ultra-Short-Term Bond Inv VUBFX Fixed Income Short Term 0.3% 1.6% 4.2% * * * * * * *
Long-Term Treasury Inv VUSTX Fixed Income Long Term -2.9% 0.5% 3.9% * * * * * * *
Treasury Money Market VUSXX Money Market Taxable 0.4% 1.8% 4.8% * * * * * * *
Value Indx Adm VVIAX U.S. Equity Large Cap 2.9% 1.9% 9.6% * * * * * * *
High-Yield Tax-Exempt Inv VWAHX Fixed Income Tax Exempt -0.5% -2.0% 1.6% * * * * * * *
High-Yield Corp Inv VWEHX Fixed Income High Yield 1.5% 3.3% 6.2% * * * * * * *
Wellington Inv VWELX Asset Allocation Balanced 4.2% 2.6% 19.1% * * * * * * *
Long-Term Inv-Grade Inv VWESX Fixed Income Long Term -1.0% 0.7% 4.7% * * * * * * *
Intl Core Stock Inv VWICX Global Equity Large Cap 5.2% 16.2% 18.6% * * * * * * *
Intl Growth Inv VWIGX Global Equity Large Cap 6.8% 11.5% 7.6% * * * * * * *
Wellesley Income Inv VWINX Asset Allocation Balanced 0.9% 3.0% 7.1% * * * * * * *
Interm-Term Tax-Exempt Inv VWITX Fixed Income Tax Exempt 0.1% -0.3% 1.6% * * * * * * *
Long-Term Tax-Exempt Inv VWLTX Fixed Income Tax Exempt -0.6% -2.0% -1.6% * * * * * * *
Windsor Inv VWNDX U.S. Equity Large Cap 3.1% -0.6% 2.9% * * * * * * *
Windsor II Inv VWNFX U.S. Equity Large Cap 4.9% 1.9% 6.3% * * * * * * *
Ultra-Short-Term Inv VWSTX Fixed Income Tax Exempt 0.5% 1.3% 4.6% * * * * * * *
U.S. Growth Inv VWUSX U.S. Equity Large Cap 9.8% 1.4% 19.7% * * * * * * *
NY Municipal Money Market VYFXX Money Market Tax Exempt 0.2% 1.1% 3.0% * * * * * * *