Price and Performance

Understanding your investment choices

Below, you’ll find detailed performance information on the various Vermont Saves investment funds. Please see the Program Description for more information.

Keep in mind that the performance data shown represent past performance and are not a guarantee of future results. Investment returns and principal values will fluctuate, so when you sell your investments, they could be worth more or less than their original cost. Current performance may be higher or lower than the performance data below.

Investment Funds

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Name	YTD returns as of {{ performanceDate }}	Average annual total returns as of {{ performanceDate }}					Unit value as of {{ navDate }}	Inception date
Name	YTD returns as of {{ performanceDate }}	1-year	3-year	5-year	10-year	Since inception	Unit value as of {{ navDate }}	Inception date