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 | Total Ret | Total Ret | Total Ret |
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.