VMCIX: VANGUARD MID-CAP INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 64.38 0.18(0.28%) April 17
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 08/17/1998 |
| Last Dividend Date: | 03/21/2024 |
| 12-Mo. Yield | 1.50% |
| Expenses | 0.04% |
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Performance Analytics (As of 04/17/2024)
Not up-to-date? Try| Last 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.4 | 1.6 | 13.2 | 2.2 | 8.9 | 9.6 | 13.4 | 9.7 | 9.5 | 16.5 | -18.7 | 24.5 | 18.3 | 31.0 | -9.2 | 19.3 | 11.2 | -1.3 | 13.8 | 35.2 | 16.0 | -2.0 | 25.7 | 40.5 | -41.8 | 6.2 | 13.8 | 14.1 | 20.5 | 34.3 | -16.3 | -3.3 | 8.2 | 9.6 | 17.9 |
| Sharpe Ratio | NA | 0.8 | 0.97 | 0.06 | 0.34 | 0.47 | NA | NA | 0.38 | 0.81 | -0.78 | 1.64 | 0.49 | 2.32 | -0.65 | 2.39 | 0.72 | -0.09 | 1.1 | 2.81 | 1.08 | -0.07 | 1.18 | 1.24 | -0.95 | 0.19 | 0.84 | 0.99 | 1.54 | 2.08 | -0.69 | -0.25 | 0.14 | 0.38 | 1.83 |
| Draw Down(%) | NA | 4.0 | 14.0 | 27.5 | 39.3 | 39.3 | NA | NA | 58.9 | 14.0 | 26.1 | 7.7 | 39.3 | 6.4 | 21.2 | 3.4 | 13.4 | 12.1 | 9.4 | 6.8 | 11.9 | 24.6 | 16.7 | 27.5 | 55.7 | 12.4 | 11.5 | 8.0 | 9.8 | 13.6 | 31.8 | 25.7 | 18.6 | 13.2 | 18.2 |
| Standard Deviation(%) | NA | 12.1 | 13.3 | 18.9 | 22.9 | 18.9 | NA | NA | 21.5 | 15.2 | 25.7 | 15.0 | 36.7 | 12.8 | 16.3 | 7.9 | 15.3 | 15.3 | 12.5 | 12.5 | 14.9 | 27.2 | 21.7 | 32.6 | 44.6 | 16.7 | 12.5 | 12.1 | 12.6 | 16.2 | 25.2 | 22.8 | 29.3 | 17.0 | 28.3 |
| Treynor Ratio | NA | 0.1 | 0.13 | 0.01 | 0.08 | 0.09 | NA | NA | 0.08 | 0.12 | -0.2 | 0.25 | 0.18 | 0.3 | -0.11 | 0.19 | 0.11 | -0.01 | 0.14 | 0.35 | 0.16 | -0.02 | 0.26 | 0.4 | -0.43 | 0.03 | 0.11 | 0.12 | 0.2 | 0.34 | -0.17 | -0.06 | 0.04 | 0.06 | 0.52 |
| 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 | -0.01 | 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 | 0.99 | 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 | 1.01 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 0.98 | 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 | 0.99 | 1.0 | 1.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/14/1998
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