Vanguard Taxable Funds Summary Page
for period ending May 31, 2025
More ways to view this list of Vanguard funds:
by Category: Balanced, High Yield, Infl Protected, Intermed Term, International, Large Cap, Long Term, Mid Cap, Mortg Backed, Multi Cap, Regions, Sectors, Short Term, Small Cap, Small-Mid Cap, Target Date, Target Risk, Tax Exempt, Taxable, Thematic
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
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Vanguard Funds: Taxable
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S&P 500 (SPY)
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U.S. Bonds (BND)
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Balanced (60% Equity / 40% Bonds)
Total Return, annualized % | Max DrawDown | |||||||||||
Vanguard Fund Name | ID | Peer Group | 1 month | YTD | 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | 15 year | 20 year |
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U.S. Total Bond Market | BND | Benchmark | -0.7% | 2.1% | 5.0% | * | * | * | * | * | * | * |
S&P 500 | SPY | Benchmark | 6.3% | 0.9% | 13.2% | * | * | * | * | * | * | * |
Strategic 60-40 Portfolio | s.6040 | Benchmark | 3.5% | 1.3% | 10.0% | * | * | * | * | * | * | * |
Federal Money Market | VMFXX | Money Market | 0.4% | 1.7% | 4.7% | * | * | * | * | * | * | * |
Cash Reserves Money Mkt Adm | VMRXX | Money Market | 0.4% | 1.8% | 4.8% | * | * | * | * | * | * | * |
Treasury Money Market | VUSXX | Money Market | 0.4% | 1.8% | 4.8% | * | * | * | * | * | * | * |