VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VEMPX)

Basic Info 324.43 2.18(0.67%)
May 16

VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES started on 12/14/2010
VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES is classified as asset class MID-CAP BLEND
VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES expense ratio is 0.06%
VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES rating is
(4%)

VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VEMPX) Dividend Info

VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VEMPX) dividend growth in the last 12 months is 16.19%

The trailing 12-month yield of VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES is 1.56%. its dividend history:

DateDividend
03/22/2024 0.8793
12/19/2023 1.279
09/27/2023 0.8993
06/28/2023 0.9447
03/23/2023 0.8248
12/21/2022 1.2815
09/22/2022 0.8647
06/22/2022 0.4737
03/22/2022 0.2926
12/23/2021 1.4355
09/23/2021 0.5187
06/23/2021 0.8249
03/24/2021 1.1525
12/23/2020 1.5286
09/28/2020 0.7516
06/26/2020 0.7508
03/25/2020 0.323
12/23/2019 1.2505
09/13/2019 0.7081
06/14/2019 0.5605
03/27/2019 0.5968
12/18/2018 0.9289
09/25/2018 0.8862
06/27/2018 0.7051
03/23/2018 0.6213
12/20/2017 1.019
09/19/2017 0.546
06/20/2017 0.534
03/23/2017 0.563
12/21/2016 1.021
06/20/2016 0.426
03/18/2016 0.591
12/16/2015 0.765
09/22/2015 1.337
03/24/2015 0.073
12/19/2014 2.197
03/24/2014 0.037
12/23/2013 1.762
03/19/2013 0.046
12/21/2012 1.875
03/21/2012 0.026
12/22/2011 1.127
03/22/2011 0.027

Dividend Growth History for VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VEMPX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $3.9478 1.60% 35.55% -
2022 $2.9125 0.85% -25.92% 35.55%
2021 $3.9316 1.30% 17.22% 0.21%
2020 $3.354 1.42% 7.64% 5.58%
2019 $3.1159 1.67% -0.81% 6.09%
2018 $3.1415 1.49% 18.01% 4.68%
2017 $2.662 1.47% 30.62% 6.79%
2016 $2.038 1.32% -6.30% 9.91%
2015 $2.175 1.33% -2.64% 7.74%
2014 $2.234 1.46% 23.56% 6.53%
2013 $1.808 1.56% -4.89% 8.12%
2012 $1.901 1.93% 64.73% 6.87%
2011 $1.154 1.12% - 10.79%

Dividend Growth Chart for VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VEMPX)


VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VEMPX) Historical Returns And Risk Info

From 12/14/2010 to 05/16/2024, the compound annualized total return (dividend reinvested) of VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VEMPX) is 10.629%. Its cumulative total return (dividend reinvested) is 286.999%.

From 12/14/2010 to 05/16/2024, the Maximum Drawdown of VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VEMPX) is 41.6%.

From 12/14/2010 to 05/16/2024, the Sharpe Ratio of VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VEMPX) is 0.46.

From 12/14/2010 to 05/16/2024, the Annualized Standard Deviation of VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VEMPX) is 21.3%.

From 12/14/2010 to 05/16/2024, the Beta of VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VEMPX) is 1.1.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
12/14/2010
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return(%) -0.1 4.2 27.1 -0.0 9.1 9.1 10.6 25.4 -26.5 12.5 32.2 28.1 -9.3 18.1 15.8 -3.2 7.6 38.4 18.5 -3.5 1.9
Sharpe Ratio NA 0.49 1.28 -0.1 0.28 0.37 0.46 1.13 -0.91 0.64 0.79 1.83 -0.62 1.76 0.93 -0.21 0.54 2.86 1.19 -0.12 6.3
Draw Down(%) NA 7.7 15.9 36.3 41.6 41.6 41.6 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 0.5
Standard Deviation(%) NA 16.9 17.5 23.1 26.6 21.5 21.3 18.9 30.7 19.5 40.2 14.5 17.2 10.0 16.8 15.4 14.2 13.4 15.7 30.0 7.8
Treynor Ratio NA 0.06 0.18 -0.02 0.07 0.07 0.09 0.18 -0.24 0.1 0.3 0.24 -0.1 0.15 0.15 -0.03 0.07 0.37 0.18 -0.03 0.44
Alpha NA -0.04 0.0 -0.01 0.0 0.0 0.0 0.03 -0.02 -0.06 0.04 -0.02 0.0 -0.02 0.01 -0.01 -0.03 0.0 0.01 0.0 0.01
Beta NA 1.34 1.28 1.18 1.12 1.1 1.1 1.2 1.16 1.22 1.06 1.1 1.03 1.2 1.07 0.98 1.08 1.05 1.04 1.1 1.13
RSquare NA 0.89 0.91 0.93 0.93 0.93 0.94 0.93 0.95 0.86 0.95 0.93 0.95 0.89 0.95 0.94 0.91 0.95 0.96 0.99 0.94
Yield(%) N/A 0.3 1.6 1.1 1.6 2.0 N/A 1.6 0.8 1.3 1.4 1.7 1.5 1.5 1.3 1.3 1.5 1.6 1.9 1.1 0.0
Dividend Growth(%) N/A -77.7 16.2 3.7 37.0 N/A N/A 35.9 -26.2 17.3 7.4 -1.0 18.4 30.4 -6.0 -3.1 23.8 -5.2 64.7 N/A N/A

Return Calculator for VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VEMPX)

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VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VEMPX) Historical Return Chart

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VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VEMPX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 12/14/2010 to 05/16/2024, the worst annualized return of 3-year rolling returns for VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VEMPX) is 0.19%.
From 12/14/2010 to 05/16/2024, the worst annualized return of 5-year rolling returns for VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VEMPX) is 3.33%.
From 12/14/2010 to 05/16/2024, the worst annualized return of 10-year rolling returns for VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VEMPX) is 10.15%.
From 12/14/2010 to 05/16/2024, the worst annualized return of 20-year rolling returns for VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VEMPX) is NA.

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