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IVOV: Vanguard S&P Mid-Cap 400 Value ETF (ETF)
Basic Info 168.37 0.35(0.21%) October 22
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 09/09/2010 |
| Last Dividend Date: | 12/22/2020 |
| 12-Mo. Yield | 2.18% |
| Expenses | 0.20% |
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Performance Analytics (As of 10/21/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.3 | 27.9 | 50.4 | 14.6 | 12.8 | 13.8 | 13.1 | 3.7 | 25.9 | -12.1 | 12.2 | 26.3 | -7.0 | 12.1 | 34.4 | 17.2 | -2.7 | 17.7 |
| SR | NA | 1.78 | 2.42 | 0.42 | 0.5 | 0.66 | 0.61 | 0.08 | 1.58 | -0.86 | 1.14 | 1.56 | -0.45 | 1.02 | 2.86 | 1.1 | -0.1 | 5.19 |
| DD(%) | NA | 9.2 | 9.2 | 46.0 | 46.0 | 46.0 | 46.0 | 46.0 | 10.1 | 22.7 | 6.2 | 11.2 | 14.8 | 10.5 | 6.1 | 11.7 | 27.4 | 4.4 |
| SD(%) | NA | 19.3 | 20.7 | 29.4 | 24.0 | 20.2 | 20.6 | 44.3 | 15.5 | 15.7 | 10.2 | 16.7 | 15.6 | 11.9 | 12.0 | 15.8 | 27.2 | 13.1 |
| TR | NA | 0.29 | 0.43 | 0.11 | 0.11 | 0.13 | 0.13 | 0.03 | 0.2 | -0.13 | 0.1 | 0.25 | -0.07 | 0.13 | 0.38 | 0.25 | -0.04 | 0.99 |
| Alpha(%) | NA | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.0 | -0.03 | 0.03 | -0.02 | 0.0 | 0.0 | 0.03 | -0.01 | 0.08 |
| Beta(%) | NA | 1.19 | 1.17 | 1.09 | 1.09 | 1.03 | 0.98 | 1.07 | 1.2 | 1.0 | 1.17 | 1.06 | 0.94 | 0.97 | 0.9 | 0.69 | 0.74 | 0.69 |
| RS | NA | 0.89 | 0.91 | 0.94 | 0.93 | 0.87 | 0.8 | 0.95 | 0.91 | 0.92 | 0.86 | 0.93 | 0.84 | 0.88 | 0.84 | 0.37 | 0.5 | 0.51 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/09/2010
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
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