Peppermint
Funds

Peppermint works with our financial management partner, Grey Fox Wealth, to offer better performing, lower cost, higher quality funds that exceed expectations.

Name Ticker Total Ret 1 Yr Total Ret Annlzd 3 Yr Total Ret Annlzd 5 Yr Total Ret Annlzd 10 Yr
Vanguard Growth Index Admiral VIGAX 33.28 9.69 18.82 14.87
Vanguard Value Index Adm VVIAX 22.68 7.49 11.99 10.06
Vanguard Mid Cap Index Admiral VIMAX 21.98 3.04 11.02 9.49
AB Small Cap Growth I QUAIX 17.79 -6.18 7.94 10.16
Vanguard Small Cap Value Index Admiral VSIAX 26.59 4.40 11.15 8.60
Vanguard Developed Markets Index Admiral VTMGX 17.75 2.07 8.17 4.82
BlackRock Emerging Mkts Instl MADCX 9.03 -8.32 4.35 3.72
Vanguard Real Estate Index Admiral VGSLX 8.45 -2.35 2.91 5.22
Vanguard High-Yield Corporate Adm VWEAX 9.62 1.75 3.82 4.10
Vanguard Total Bond Market Index Adm VBTLX 1.42 -3.06 -0.16 1.25
Vanguard Total Intl Bd Idx Admiral™ VTABX 3.75 -2.06 -0.21 1.92
Schwab Treasury Infl Protected Secs Idx SWRSX 1.48 -1.45 2.03 1.76
Vanguard Short-Term Corp Bd Idx Admiral VSCSX 5.09 0.12 1.72 1.97

Rates current as of 5/31/24

The Rate of Return Based on the Level of Risk Tolerance

This graph shows the historical data of the peppermint funds as seen over the past 10 years.

Generally speaking, higher risk allocations tend to reward higher returns. That being said, there is a much higher associated risk with those options.