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Vanguard FTSE Social Index Fund Admiral VFTAX |
 Prospectus |  Mutual FundReport Card |
Daily Total Returns as of 10/21/2024
Actual Returns | Average Annual Returns | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Description | YTD10/21/2024 | 1 Day | 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year | 15 Year | |
| VFTAX1Fund Performance (without load) | +23.66% | -0.16% | +2.70% | +6.42% | +42.00% | +8.94% | +16.09% | -- | -- | |
| S&P 500 TR USD2Benchmark | +24.11% | -0.18% | +2.75% | +6.71% | +40.61% | +10.47% | +16.11% | +13.73% | +14.09% | |
| Large Blend3Morningstar Category | +21.24% | -0.37% | +2.36% | +6.34% | +37.17% | +8.65% | +14.42% | +12.16% | +12.77% | |
| Rank in Category | 32 | 19 | 43 | 57 | 13 | 52 | 19 | -- | -- | |
1 VFTAX return as of 10/21/2024 2 S&P 500 TR USD return as of 10/21/2024 3 Category: Large Blend return as of 10/21/2024 | ||||||||||
Monthly Pre-Tax Returns (%) as of 09/30/2024
- •
- VFTAX1Fund
- •
- Large Blend1Morningstar Category (with load)
- •
- S&P 500 TR USD2Broad-Based Index
- •
- VFTAX Pre-Liquidation3Fund
- •
- VFTAX Post-LiquidationFund
1 Numbers are adjusted for possible sales charges, and assume reinvestment of dividends and capital gains over each time period. 2 Index figures do not reflect deductions for fees or expenses. 3 Pre-liquidation figures include taxes on fund's distributions of dividends and capital gains. |
Actual Returns | Average Annual Returns | ||||||
|---|---|---|---|---|---|---|---|
| Description | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year | Inception02/2019 | |
| VFTAX1 | +5.24% | +37.64% | +10.41% | +16.03% | -- | +16.35% | |
| Large Blend2Morningstar Category (without load) | +5.94% | +32.84% | +10.14% | +14.30% | +11.83% | -- | |
| Large Blend1Morningstar Category (with load) | +5.61% | +32.40% | +10.02% | +14.21% | +11.77% | -- | |
| S&P 500 TR USD3Broad-Based Index | +5.89% | +36.35% | +11.91% | +15.98% | +13.38% | -- | |
1 Numbers are adjusted for possible sales charges, and assume reinvestment of dividends and capital gains over each time period. 2 Numbers assume reinvetsment of dividends and capital gains over each time period and are not adjusted for possible sales charges. 3 Index figures do not reflect deductions for fees or expenses. | |||||||
Actual Returns | Average Annual Returns | ||||||
|---|---|---|---|---|---|---|---|
| Description | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year | Inception02/2019 | |
Pre-Tax Returns | |||||||
| VFTAXFund Performance (with load) | +5.24% | +37.64% | +10.41% | +16.03% | -- | +16.35% | |
After-Tax Returns1 | |||||||
| SEC Pre-Liquidation2(Before sale of shares) | +5.18% | +37.26% | +10.09% | +15.68% | -- | +15.99% | |
| SEC Post-Liquidation(After sale of shares) | +3.15% | +22.50% | +8.04% | +12.88% | -- | +13.24% | |
| Tax Cost Ratio3 | -- | 0.28% | 0.28% | 0.30% | -- | -- | |
1 Figures based on highest Federal income tax bracket. State taxes are not included. Returns are without load. 2 Pre-liquidation figures include taxes on fund's distributions of dividends and capital gains. 3 Tax Cost Ratio represents the percentage-point reduction in returns that results from Federal income taxes (before shares in the fund are sold, and assuming the highest Federal tax bracket). | |||||||
Yearly Performance | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rank | 2024 YTD | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
| Top 25% | 31.79 | 22.67 | |||||||||
21.59 | 27.71 | ||||||||||
| Bottom 25% | -24.22 | ||||||||||
1Compares this fund's total annual return with that of other funds in the same category.
2Figures are not adjusted for load, sales charge or taxes. See the 'Monthly Pre-Tax Returns' table above for load-adjusted performance.
Large-cap companies are generally more mature and the securities issued by these companies may not be able to reach the same levels of growth as the securities issued by small- or mid-cap companies.
Environmental, social and governance (ESG) strategies implemented by mutual funds, exchange-traded funds (ETFs), and separately managed accounts are currently subject to inconsistent industry definitions and standards for the measurement and evaluation of ESG factors; therefore, such factors may differ significantly across strategies. As a result, it may be difficult to compare ESG investment products. Further, some issuers may present their investment products as employing an ESG strategy but may overstate or inconsistently apply ESG factors. An investment product’s ESG strategy may significantly influence its performance. Because securities may be included or excluded based on ESG factors rather than other investment methodologies, the product's performance may differ (either higher or lower) from the overall market or comparable products that do not have ESG strategies. Environmental ("E") factors can include climate change, pollution, waste, and how an issuer protects and/or conserves natural resources. Social ("S") factors can include how an issuer manages its relationships with individuals, such as its employees, shareholders, and customers as well as its community. Governance ("G") factors can include how an issuer operates, such as its leadership composition, pay and incentive structures, internal controls, and the rights of equity and debt holders. Carefully review an investment product’s prospectus or disclosure brochure to learn more about how it incorporates ESG factors into its investment strategy.
- Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can view, download, and print a prospectus by selecting the "View Prospectus" link at the top of the page. If there are remaining questions, please call 1-800-435-4000. Please read the prospectus carefully before investing.
- Morningstar proprietary ratings reflect historical risk-adjusted performance. For each fund with at least a 3-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar risk-adjusted return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. (Each share class is counted as a fraction of 1 fund within this scale and rated separately, which may cause slight variations in the distribution percentages). The top 10% of the funds in an investment category receive 5 stars, 22.5% receive 4 stars, 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.
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