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

12.48

23.40

19.88

16.34

Vanguard Value Index Adm

VVIAX

15.10

14.07

12.02

12.71

Vanguard Mid Cap Index Admiral

VIMAX

8.82

15.67

13.00

12.94

AB Small Cap Growth I

QUAIX

-15.79

14.28

17.31

13.82

Vanguard Small Cap Value Index Admiral

VSIAX

8.35

13.20

9.61

11.87

Vanguard Developed Markets Index Admiral

VTMGX

0.70

8.54

7.16

6.67

BlackRock Emerging Mkts Instl

MADCX

-19.14

6.62

8.34

4.24

Vanguard Real Estate Index Admiral

VGSLX

21.45

11.44

9.67

9.70

Vanguard High-Yield Corporate Adm

VWEAX

-0.49

4.12

4.33

5.25

Vanguard Short-Term Corp BD Index Adm

VSCSX

-6.19

0.25

1.38

1.87

Vanguard Total Bond Market Index Adm

VBTLX

-4.09

1.69

2.12

2.20

Vanguard Total Intl Bd Idx Admiral™

VTABX

-4.92

0.53

2.00

Schwab Treasury Infl Protected Secs Idx

SWRSX

4.18

6.11

4.36

2.54

Vanguard Target Retirement Income Fund

VTINX

0.15

5.75

5.30

4.95

Vanguard Target Retirement 2015 Fund

VTXVX

0.39

6.20

5.95

6.20

Vanguard Target Retirement 2020 Fund

VTWNX

1.39

7.87

7.27

7.31

Vanguard Target Retirement 2025 Fund

VTTVX

1.86

8.92

8.14

8.04

Vanguard Target Retirement 2030 Fund

VTHRX

2.53

9.84

8.85

8.68

Vanguard Target Retirement 2035 Fund

VTTHX

3.29

10.77

9.57

9.31

Vanguard Target Retirement 2040 Fund

VFORX

4.10

11.68

10.28

9.85

Vanguard Target Retirement 2045 Fund

VTIVX

4.88

12.61

10.89

10.19

Vanguard Target Retirement 2050 Fund

VFIFX

5.07

12.74

10.96

10.23

Vanguard Target Retirement 2055 Fund

VFFVX

5.05

12.71

10.95

10.21

Vanguard Target Retirement 2060 Fund

VTTSX

5.05

12.71

10.95

10.24

Vanguard Target Retirement 2065 Fund

VLXVX

5.12

12.69

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.