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VOE: Vanguard Mid-Cap Value Index Fund ETF Shares (ETF)
Basic Info 150.18 0.81(0.54%) April 23
Asset Class: | MID-CAP VALUE |
MyPlanIQ Rating: | (94%) |
Start Date: | 08/24/2006 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 2.22% |
Expenses | 0.19% |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/24/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.3 | 4.1 | 14.2 | 4.9 | 8.8 | 8.6 | 13.2 | 8.6 | 9.8 | -8.0 | 28.8 | 2.6 | 27.9 | -12.5 | 17.1 | 15.4 | -1.9 | 14.0 | 37.8 | 16.0 | -0.4 | 21.8 | 38.2 | -36.6 | -4.3 | 12.4 |
Sharpe Ratio | NA | 0.52 | 0.66 | 0.14 | 0.29 | 0.39 | NA | 0.35 | 0.38 | -0.43 | 1.86 | 0.06 | 2.14 | -0.91 | 2.04 | 1.0 | -0.13 | 1.22 | 3.09 | 1.16 | -0.02 | 1.01 | 1.08 | -0.87 | -0.46 | 4.55 |
Draw Down(%) | NA | 5.8 | 13.4 | 19.7 | 43.2 | 43.2 | NA | 61.6 | 14.1 | 19.7 | 6.8 | 43.2 | 7.2 | 21.5 | 3.3 | 12.4 | 11.8 | 8.5 | 6.8 | 11.5 | 24.1 | 17.3 | 32.6 | 52.2 | 17.0 | 1.6 |
Standard Deviation(%) | NA | 11.5 | 13.1 | 17.1 | 23.2 | 18.9 | NA | 22.0 | 14.9 | 21.7 | 15.5 | 40.3 | 12.3 | 15.1 | 8.1 | 15.2 | 15.1 | 11.4 | 12.2 | 13.9 | 26.1 | 21.5 | 35.2 | 43.2 | 16.1 | 8.0 |
Treynor Ratio | NA | 0.06 | 0.09 | 0.02 | 0.07 | 0.07 | NA | 0.08 | 0.06 | -0.09 | 0.29 | 0.02 | 0.26 | -0.14 | 0.17 | 0.15 | -0.02 | 0.14 | 0.38 | 0.16 | 0.0 | 0.22 | 0.39 | -0.38 | -0.08 | 0.36 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 0.99 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 | 1.0 | 0.98 | 0.98 | 0.96 | 1.01 |
RSquared | NA | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 | NA | 0.99 | 1.0 | 1.0 | 0.97 | 1.0 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.98 | 0.97 |
Yield(%) | N/A | 0.5 | 2.5 | 2.2 | 2.6 | 3.0 | 6.2 | N/A | 2.4 | 2.0 | 2.3 | 2.4 | 2.6 | 2.3 | 2.1 | 2.2 | 2.0 | 1.9 | 2.0 | 2.2 | 2.1 | 2.2 | 2.6 | 1.7 | 1.9 | 0.7 |
Dividend Growth(%) | N/A | -77.7 | 8.1 | 16.5 | 40.7 | N/A | N/A | N/A | 6.8 | 15.0 | -5.0 | 15.2 | -6.9 | 27.2 | 10.8 | 5.7 | 18.1 | 22.1 | 7.0 | 0.0 | 12.9 | 17.4 | -5.5 | -16.5 | 202.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/24/2006
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See MID-CAP VALUE Asset Class Trend Rankings |
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