Vanguard FTSE Social Index Fund Admiral Shares (VFTAX)
Fund Info
921910717
Feb 7, 2019
North America (U.S.)
$3,000
Large-Cap
Growth
Expense Ratio
VFTAX has an expense ratio of 0.14%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) returned -0.35% year-to-date (YTD) and 14.93% over the past 12 months.
VFTAX
-0.35%
10.57%
-1.28%
14.93%
16.96%
N/A
^GSPC (Benchmark)
0.08%
9.75%
-1.63%
12.74%
15.66%
10.77%
Monthly Returns
The table below presents the monthly returns of VFTAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.85% | -2.24% | -6.71% | -0.04% | 6.27% | -0.35% | |||||||
| 2024 | 1.90% | 5.47% | 2.53% | -4.54% | 4.97% | 4.63% | 0.56% | 2.39% | 2.22% | -0.88% | 6.21% | -1.59% | 25.97% |
| 2023 | 7.68% | -2.11% | 4.19% | 1.24% | 1.95% | 6.47% | 3.33% | -1.72% | -5.01% | -2.14% | 10.26% | 4.91% | 31.79% |
| 2022 | -6.87% | -3.86% | 3.34% | -9.98% | -0.98% | -7.83% | 9.60% | -4.49% | -9.43% | 6.66% | 5.48% | -6.54% | -24.22% |
| 2021 | -0.90% | 2.00% | 3.53% | 5.73% | 0.10% | 3.25% | 2.73% | 3.30% | -5.06% | 7.42% | -0.60% | 3.79% | 27.70% |
| 2020 | 0.23% | -7.94% | -13.27% | 13.45% | 5.57% | 3.01% | 6.45% | 8.07% | -3.88% | -2.86% | 10.94% | 4.23% | 22.63% |
| 2019 | 3.00% | 1.93% | 4.32% | -6.38% | 7.05% | 2.09% | -1.98% | 1.80% | 2.75% | 4.12% | 3.32% | 23.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VFTAX is 70, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Vanguard FTSE Social Index Fund Admiral Shares provided a 1.03% dividend yield over the last twelve months, with an annual payout of $0.58 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.58 | $0.56 | $0.50 | $0.47 | $0.44 | $0.44 | $0.44 |
Dividend yield | 1.03% | 0.99% | 1.10% | 1.34% | 0.94% | 1.21% | 1.43% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard FTSE Social Index Fund Admiral Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | |||||||
| 2024 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.56 |
| 2023 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.16 | $0.50 |
| 2022 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.47 |
| 2021 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.14 | $0.44 |
| 2020 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.13 | $0.44 |
| 2019 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.44 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard FTSE Social Index Fund Admiral Shares. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Vanguard FTSE Social Index Fund Admiral Shares was 34.20%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.
The current Vanguard FTSE Social Index Fund Admiral Shares drawdown is 4.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.2% | Feb 20, 2020 | 23 | Mar 23, 2020 | 93 | Aug 4, 2020 | 116 |
| -29.12% | Dec 28, 2021 | 202 | Oct 14, 2022 | 316 | Jan 19, 2024 | 518 |
| -20.18% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -9.89% | Sep 3, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
| -9.35% | Jul 17, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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