Vanguard FTSE Social Index Fund Institutional Shares (VFTNX)
Fund Info
US9219104026
921910402
Jan 14, 2003
North America (U.S.)
$5,000,000
FTSE4Good US Select Index
Large-Cap
Growth
Expense Ratio
VFTNX has an expense ratio of 0.12%, which is considered low.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) returned 1.03% year-to-date (YTD) and 14.60% over the past 12 months. Over the past 10 years, VFTNX delivered an annualized return of 13.06%, outperforming the S&P 500 benchmark at 10.86%.
VFTNX
1.03%
14.34%
1.92%
14.60%
17.80%
16.28%
13.06%
^GSPC (Benchmark)
1.39%
12.89%
1.19%
12.45%
15.19%
14.95%
10.86%
Monthly Returns
The table below presents the monthly returns of VFTNX, 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 | 2.86% | -2.25% | -6.71% | -0.03% | 7.74% | 1.03% | |||||||
| 2024 | 1.90% | 5.45% | 2.57% | -4.55% | 4.97% | 4.63% | 0.56% | 2.39% | 2.23% | -0.87% | 6.21% | -1.60% | 26.01% |
| 2023 | 7.67% | -2.12% | 4.20% | 1.20% | 1.95% | 6.47% | 3.33% | -1.71% | -5.00% | -2.15% | 10.26% | 4.91% | 31.77% |
| 2022 | -6.88% | -3.85% | 3.35% | -9.98% | -0.97% | -7.85% | 9.57% | -4.44% | -9.43% | 6.66% | 5.49% | -6.54% | -24.20% |
| 2021 | -0.87% | 1.98% | 3.54% | 5.72% | 0.10% | 3.26% | 2.72% | 3.33% | -5.08% | 7.44% | -0.58% | 3.79% | 27.76% |
| 2020 | 0.23% | -7.93% | -13.29% | 13.47% | 5.56% | 2.99% | 6.48% | 8.06% | -3.89% | -2.84% | 10.93% | 4.21% | 22.62% |
| 2019 | 8.07% | 3.29% | 1.91% | 4.35% | -6.41% | 7.09% | 2.09% | -2.00% | 1.77% | 2.82% | 4.11% | 3.31% | 33.96% |
| 2018 | 5.37% | -3.20% | -2.70% | 0.58% | 2.93% | 0.48% | 3.63% | 3.77% | 0.13% | -6.40% | 1.89% | -8.88% | -3.40% |
| 2017 | 2.31% | 4.44% | 0.24% | 1.11% | 1.23% | 1.21% | 1.97% | 0.44% | 2.29% | 2.80% | 2.90% | 1.01% | 24.19% |
| 2016 | -5.90% | -0.96% | 6.48% | 0.38% | 2.29% | -1.09% | 4.92% | 0.72% | -0.07% | -1.87% | 3.89% | 1.69% | 10.34% |
| 2015 | -3.32% | 6.39% | -1.10% | 0.30% | 1.92% | -1.67% | 2.36% | -6.41% | -2.85% | 7.93% | 0.30% | -1.72% | 1.26% |
| 2014 | -2.58% | 4.77% | 0.59% | -0.75% | 2.54% | 2.39% | -1.37% | 4.08% | -1.33% | 3.34% | 3.08% | 0.40% | 15.88% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VFTNX is 67, 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 Institutional Shares (VFTNX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
Vanguard FTSE Social Index Fund Institutional Shares provided a 1.04% dividend yield over the last twelve months, with an annual payout of $0.43 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.43 | $0.41 | $0.37 | $0.34 | $0.32 | $0.32 | $0.32 | $0.30 | $0.26 | $0.26 | $0.21 | $0.18 |
Dividend yield | 1.04% | 1.01% | 1.12% | 1.37% | 0.95% | 1.22% | 1.46% | 1.82% | 1.49% | 1.82% | 1.60% | 1.33% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | |||||||
| 2024 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.41 |
| 2023 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.12 | $0.37 |
| 2022 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.34 |
| 2021 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.32 |
| 2020 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.32 |
| 2019 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.32 |
| 2018 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.08 | $0.30 |
| 2017 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.26 |
| 2016 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.26 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.07 | $0.21 |
| 2014 | $0.18 | $0.18 |
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.
Loading data...
Worst Drawdowns
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 61.92%, occurring on Mar 9, 2009. Recovery took 974 trading sessions.
The current Vanguard FTSE Social Index Fund Institutional Shares drawdown is 3.31%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.92% | Jun 5, 2007 | 442 | Mar 9, 2009 | 974 | Jan 22, 2013 | 1416 |
| -34.22% | Feb 20, 2020 | 23 | Mar 23, 2020 | 93 | Aug 4, 2020 | 116 |
| -29.1% | Dec 28, 2021 | 202 | Oct 14, 2022 | 316 | Jan 19, 2024 | 518 |
| -20.18% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -19.21% | Sep 21, 2018 | 65 | Dec 24, 2018 | 70 | Apr 5, 2019 | 135 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...