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IVOV: Vanguard S&P Mid-Cap 400 Value ETF (ETF)
Basic Info 111.97 1.38(1.22%) October 19
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 09/09/2010 |
| Last Dividend Date: | 12/16/2019 |
| 12-Mo. Yield | 1.58% |
| Expenses | 0.20% |
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Performance Analytics (As of 10/16/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.7 | -13.9 | -7.6 | -0.2 | 5.5 | 9.0 | 9.7 | 25.9 | -12.1 | 12.2 | 26.3 | -7.0 | 12.1 | 34.4 | 17.2 | -2.7 | 17.7 |
| SR | NA | -0.34 | -0.14 | -0.03 | 0.21 | 0.42 | 0.46 | 1.58 | -0.86 | 1.14 | 1.56 | -0.45 | 1.02 | 2.86 | 1.1 | -0.1 | 5.19 |
| DD(%) | NA | 46.0 | 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 | 47.9 | 42.9 | 27.9 | 23.5 | 20.6 | 20.6 | 15.5 | 15.7 | 10.2 | 16.7 | 15.6 | 11.9 | 12.0 | 15.8 | 27.2 | 13.1 |
| TR | NA | -0.15 | -0.06 | -0.01 | 0.05 | 0.09 | 0.1 | 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 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | -0.03 | 0.03 | -0.02 | 0.0 | 0.0 | 0.03 | -0.01 | 0.08 |
| Beta(%) | NA | 1.07 | 1.07 | 1.07 | 1.07 | 0.97 | 0.96 | 1.2 | 1.0 | 1.17 | 1.06 | 0.94 | 0.97 | 0.9 | 0.69 | 0.74 | 0.69 |
| RS | NA | 0.95 | 0.95 | 0.94 | 0.93 | 0.79 | 0.79 | 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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- SYLD (Cambria Shareholder Yield ETF) 1.11% (86%)
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- IVOV (Vanguard S&P Mid-Cap 400 Value ETF) 1.22% (48%)
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