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VIEIX: VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 124.41 2.54(2.00%) April 30
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (74%) |
Start Date: | 12/22/1997 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 1.29% |
Expenses | 0.06% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.4 | 0.1 | 21.2 | -3.1 | 7.8 | 8.7 | 12.8 | 9.4 | 8.3 | 27.5 | -26.5 | 12.5 | 32.2 | 28.0 | -9.4 | 18.1 | 16.2 | -3.2 | 7.6 | 38.4 | 18.5 | -3.6 | 27.7 | 37.7 | -38.6 | 4.5 | 14.4 | 10.5 | 18.9 | 43.7 | -17.9 | -8.9 | -16.0 | 36.6 | 7.3 | -1.7 |
Sharpe Ratio | NA | 0.08 | 1.26 | -0.21 | 0.25 | 0.36 | NA | NA | 0.3 | 1.24 | -0.91 | 0.64 | 0.79 | 1.83 | -0.62 | 1.76 | 0.95 | -0.21 | 0.53 | 2.85 | 1.19 | -0.12 | 1.22 | 1.12 | -0.9 | 0.09 | 0.79 | 0.67 | 1.32 | 2.72 | -0.85 | -0.45 | -0.56 | 2.03 | 0.2 | -1.36 |
Draw Down(%) | NA | 7.7 | 15.9 | 36.3 | 41.6 | 41.6 | NA | NA | 58.0 | 15.9 | 31.0 | 12.2 | 41.6 | 7.7 | 24.7 | 4.8 | 16.0 | 14.8 | 11.4 | 6.1 | 12.2 | 27.6 | 18.4 | 29.2 | 53.5 | 11.6 | 12.5 | 7.4 | 12.1 | 11.6 | 31.6 | 33.0 | 36.9 | 11.0 | 33.0 | 5.3 |
Standard Deviation(%) | NA | 17.0 | 17.5 | 23.1 | 26.6 | 21.5 | NA | NA | 23.0 | 18.9 | 30.7 | 19.6 | 40.2 | 14.5 | 17.2 | 10.0 | 16.9 | 15.4 | 14.3 | 13.5 | 15.7 | 30.0 | 22.6 | 33.6 | 43.9 | 17.1 | 14.2 | 12.5 | 13.7 | 15.8 | 22.3 | 25.4 | 36.1 | 16.4 | 20.4 | 40.4 |
Treynor Ratio | NA | 0.01 | 0.17 | -0.04 | 0.06 | 0.07 | NA | NA | 0.07 | 0.2 | -0.24 | 0.1 | 0.3 | 0.24 | -0.1 | 0.15 | 0.15 | -0.03 | 0.07 | 0.37 | 0.18 | -0.03 | 0.27 | 0.37 | -0.41 | 0.02 | 0.1 | 0.08 | 0.17 | 0.45 | -0.22 | -0.11 | -0.18 | 0.41 | 0.04 | 0.0 |
Alpha | NA | -0.04 | 0.01 | -0.02 | 0.0 | 0.0 | NA | NA | 0.0 | 0.03 | -0.02 | -0.06 | 0.04 | -0.02 | 0.0 | -0.02 | 0.02 | -0.01 | -0.03 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | -0.01 | -0.01 | 0.03 | -0.02 | -0.02 | -0.09 | 0.09 | -0.01 | NA |
Beta | NA | 1.35 | 1.27 | 1.18 | 1.12 | 1.1 | NA | NA | 1.04 | 1.2 | 1.16 | 1.22 | 1.06 | 1.1 | 1.03 | 1.2 | 1.07 | 0.98 | 1.1 | 1.05 | 1.04 | 1.1 | 1.03 | 1.02 | 0.97 | 1.01 | 1.12 | 1.0 | 1.05 | 0.95 | 0.88 | 1.07 | 1.11 | 0.81 | 0.94 | NA |
RSquared | NA | 0.89 | 0.91 | 0.93 | 0.93 | 0.93 | NA | NA | 0.92 | 0.93 | 0.95 | 0.86 | 0.95 | 0.93 | 0.95 | 0.89 | 0.95 | 0.94 | 0.93 | 0.95 | 0.96 | 0.99 | 0.98 | 0.98 | 0.98 | 0.97 | 0.97 | 0.95 | 0.95 | 0.96 | 0.97 | 0.92 | 0.79 | 0.71 | 0.8 | 0.0 |
Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.6 | 0.8 | 1.3 | 1.4 | 1.7 | 1.5 | 1.5 | 1.7 | 1.3 | 1.4 | 1.5 | 1.9 | 1.1 | 1.4 | 1.5 | 1.2 | 1.4 | 1.5 | 1.3 | 1.2 | 1.3 | 0.9 | 4.2 | 12.8 | 13.1 | 7.3 | 1.2 |
Dividend Growth(%) | N/A | -78.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 34.7 | -25.3 | 17.0 | 8.0 | -0.8 | 16.7 | 2.9 | 20.7 | -2.2 | 23.6 | -5.3 | 65.2 | 0.0 | 21.1 | -17.4 | -14.8 | 1.9 | 35.9 | 18.2 | 32.0 | 19.0 | -80.0 | -77.8 | 18.5 | 79.4 | 502.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/22/1997
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See MID-CAP BLEND Asset Class Trend Rankings |
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