Peppermint Funds

What funds do we offer?

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

35.98

8.83

17.58

14.57

Vanguard Value Index Adm

VVIAX

7.30

11.26

10.44

10.23

Vanguard Mid Cap Index Admiral

VIMAX

5.83

5.15

10.13

9.50

AB Small Cap Growth I

QUAIX

3.93

-9.50

7.49

8.43

Vanguard Small Cap Value Index Admiral

VSIAX

3.74

8.78

8.96

8.53

Vanguard Developed Markets Index Admiral

VTMGX

6.97

3.53

6.57

4.90

BlackRock Emerging Mkts Instl

MADCX

-4.03

-8.56

2.50

4.01

Vanguard Real Estate Index Admiral

VGSLX

-3.75

3.26

3.91

6.38

Vanguard High-Yield Corporate Adm

VWEAX

7.82

1.73

4.16

4.34

Vanguard Total Bond Market Index Adm

VBTLX

2.19

-3.18

0.86

1.61

Vanguard Total Intl Bd Idx Admiral™

VTABX

5.71

-2.52

0.56

2.20

Schwab Treasury Infl Protected Secs Idx

SWRSX

2.18

-1.11

2.83

2.13

Vanguard Target Retirement Income Fund

VTINX

6.40

0.62

4.17

4.10

Vanguard Target Retirement 2020 Fund

VTWNX

7.39

1.55

5.61

5.69

Vanguard Target Retirement 2025 Fund

VTTVX

8.56

2.14

6.41

6.31

Vanguard Target Retirement 2030 Fund

VTHRX

9.44

2.74

7.09

6.83

Vanguard Target Retirement 2035 Fund

VTTHX

10.25

3.44

7.80

7.36

Vanguard Target Retirement 2040 Fund

VFORX

11.00

4.10

8.49

7.85

Vanguard Target Retirement 2045 Fund

VTIVX

11.75

4.76

9.17

8.24

Vanguard Target Retirement 2050 Fund

VFIFX

12.19

4.99

9.34

8.32

Vanguard Target Retirement 2055 Fund

VFFVX

12.16

4.99

9.32

8.30

Vanguard Target Retirement 2060 Fund

VTTSX

12.19

5.00

9.33

8.30

Vanguard Target Retirement 2065 Fund

VLXVX

12.21

5.04

9.32

Vanguard Short-Term Corp Bd Idx Admiral

VSCSX

4.90

0.02

2.13

2.02

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.