Vanguard FTSE Social Index Fund Institutional Shares (VFTNX)

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The chart shows the growth of an initial investment of $10,000 in Vanguard FTSE Social Index Fund Institutional Shares, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) has returned -10.47% so far this year and 11.99% over the past 12 months. Looking at the last ten years, VFTNX has achieved an annualized return of 13.89%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since May 31, 2000, VFTNX's average daily return is +0.04%, while the average monthly return is +0.69%. At this rate, your investment would double in approximately 8.4 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2009 with a return of +13.8%, while the worst month was Oct 2008 at -19.3%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, VFTNX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +11.0%, while the worst single day was Mar 16, 2020 at -12.8%.

Vanguard FTSE Social Index Fund Institutional Shares has an annualized alpha of 1.24%, beta of 1.02, and R² of 0.88 versus S&P 500 Index. Calculated based on daily prices since June 01, 2000.

• This fund captured 113.53% of S&P 500 Index gains and 106.66% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.02 and R² of 0.88, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

VFTNX has an expense ratio of 0.12%, which is considered low.

VFTNX ranks 27 for risk / return — below 27% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) and compare them to a chosen benchmark (S&P 500 Index).

Vanguard FTSE Social Index Fund Institutional Shares provided a 1.05% dividend yield over the last twelve months, with an annual payout of $0.44 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for Vanguard FTSE Social Index Fund Institutional Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Vanguard FTSE Social Index Fund Institutional 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 Institutional Shares was 64.04%, occurring on Mar 9, 2009. Recovery took 1011 trading sessions.

The current Vanguard FTSE Social Index Fund Institutional Shares drawdown is 11.83%.

The chart below shows the rolling one-month volatility.