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VIMSX: VANGUARD MID-CAP INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 68.24 0.21(0.31%) March 28
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (97%) |
Start Date: | 05/28/1998 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 1.35% |
Expenses | 0.04% |
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Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/29/1998 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 8.2 | 25.3 | 5.6 | 11.2 | 10.0 | 14.4 | 9.9 | 9.2 | 16.4 | -18.8 | 24.4 | 18.1 | 30.9 | -9.3 | 19.1 | 11.1 | -1.5 | 13.6 | 35.0 | 15.8 | -2.1 | 25.5 | 40.2 | -41.8 | 6.0 | 13.6 | 13.9 | 20.4 | 34.1 | -15.2 | -3.3 | 8.1 | 9.6 | 9.7 |
Sharpe Ratio | NA | 1.99 | 1.55 | 0.14 | 0.41 | 0.45 | NA | NA | 0.36 | 0.8 | -0.79 | 1.63 | 0.48 | 2.31 | -0.65 | 2.37 | 0.71 | -0.1 | 1.09 | 2.8 | 1.07 | -0.08 | 1.17 | 1.23 | -0.96 | 0.18 | 0.83 | 0.97 | 1.54 | 2.06 | -0.65 | -0.25 | 0.14 | 0.37 | 0.54 |
Draw Down(%) | NA | 3.3 | 14.0 | 27.6 | 39.3 | 39.3 | NA | NA | 59.0 | 14.0 | 26.1 | 7.7 | 39.3 | 6.4 | 21.2 | 3.4 | 13.4 | 12.2 | 9.5 | 6.8 | 11.9 | 24.7 | 16.7 | 27.5 | 55.7 | 12.4 | 11.5 | 8.0 | 9.8 | 13.5 | 31.9 | 25.7 | 18.6 | 13.2 | 26.0 |
Standard Deviation(%) | NA | 11.8 | 13.2 | 18.9 | 22.9 | 18.9 | NA | NA | 21.5 | 15.3 | 25.7 | 14.9 | 36.7 | 12.8 | 16.3 | 7.8 | 15.3 | 15.3 | 12.5 | 12.5 | 14.9 | 27.2 | 21.7 | 32.6 | 44.6 | 16.6 | 12.5 | 12.1 | 12.6 | 16.2 | 25.1 | 22.8 | 29.1 | 17.1 | 25.0 |
Treynor Ratio | NA | 0.23 | 0.21 | 0.03 | 0.09 | 0.09 | NA | NA | 0.08 | 0.12 | -0.2 | 0.24 | 0.18 | 0.29 | -0.11 | 0.19 | 0.11 | -0.01 | 0.14 | 0.35 | 0.16 | -0.02 | 0.25 | 0.4 | -0.43 | 0.03 | 0.1 | 0.12 | 0.19 | 0.33 | -0.16 | -0.06 | 0.04 | 0.06 | 0.13 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/29/1998
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