VIEIX: VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 141.11 0.26(0.18%) May 20
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 12/22/1997 |
| Last Dividend Date: | 09/27/2024 |
| 12-Mo. Yield | 0.60% |
| Expenses | 0.06% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/22/1997 |
2024 | 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(%) | 0.3 | -2.1 | 7.9 | 11.5 | 13.8 | 8.6 | 11.5 | 9.4 | 8.4 | 16.6 | 25.4 | -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 | -0.23 | 0.09 | 0.31 | 0.48 | 0.31 | NA | NA | 0.3 | 0.55 | 1.13 | -0.91 | 0.63 | 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 | 25.1 | 27.3 | 27.3 | 36.3 | 41.6 | NA | NA | 58.0 | 9.6 | 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 | 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 | 31.8 | 24.5 | 23.2 | 23.4 | 22.6 | NA | NA | 23.0 | 18.1 | 18.9 | 30.7 | 19.6 | 40.4 | 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 | -0.06 | 0.02 | 0.06 | 0.09 | 0.06 | NA | NA | 0.07 | 0.07 | 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 | 0.27 | 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 | -0.06 | -0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | 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 | 1.23 | 1.27 | 1.2 | 1.2 | 1.12 | NA | NA | 1.04 | 1.36 | 1.2 | 1.16 | 1.23 | 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 | 0.93 | 0.91 | 0.93 | 0.92 | 0.93 | NA | NA | 0.92 | 0.89 | 0.93 | 0.95 | 0.88 | 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 | 0.0 | 0.6 | 1.2 | 1.6 | 1.7 | 3.1 | 2.9 | N/A | 0.9 | 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 | 1.6 | 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 | -100.0 | -50.7 | -6.6 | 19.5 | 119.1 | N/A | N/A | N/A | -27.8 | 36.0 | -26.0 | 17.0 | 7.6 | -0.9 | 17.9 | 1.9 | 21.2 | -2.5 | 23.8 | -5.0 | 65.9 | 0.4 | 17.3 | -16.7 | -13.2 | 0.8 | 37.0 | 16.5 | 37.4 | 15.7 | -80.1 | -77.8 | 18.4 | 79.4 | 501.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1997
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