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VEXMX: VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 145.64 0.28(0.19%) June 27
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 03/28/1988 |
| Last Dividend Date: | 06/26/2025 |
| 12-Mo. Yield | 1.18% |
| Expenses | 0.06% |
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Performance Analytics (As of 06/27/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/28/1988 |
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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.7 | 1.3 | 15.0 | 13.2 | 12.1 | 8.7 | 11.5 | 9.2 | 10.1 | 16.8 | 25.2 | -26.6 | 12.3 | 32.1 | 27.9 | -9.5 | 17.9 | 16.0 | -3.4 | 7.4 | 38.2 | 18.3 | -3.7 | 27.4 | 37.4 | -38.7 | 4.3 | 14.3 | 10.3 | 18.7 | 43.4 | -18.1 | -9.1 | -16.1 | 36.3 | 8.3 | 26.7 | 17.6 | 33.8 | -1.8 | 15.6 | 11.4 | 41.7 | -15.2 | 22.0 | 5.3 |
| Sharpe Ratio | NA | -0.01 | 0.48 | 0.44 | 0.44 | 0.32 | NA | NA | 0.39 | 0.73 | 1.15 | -0.92 | 0.63 | 0.79 | 1.81 | -0.63 | 1.74 | 0.94 | -0.22 | 0.52 | 2.84 | 1.18 | -0.13 | 1.21 | 1.11 | -0.9 | 0.07 | 0.77 | 0.64 | 1.3 | 2.71 | -0.86 | -0.46 | -0.56 | 2.0 | 0.24 | 1.72 | 1.24 | 3.56 | -0.51 | 1.5 | 0.96 | 3.32 | -1.6 | 1.98 | 0.24 |
| Draw Down(%) | NA | 24.9 | 26.9 | 26.9 | 36.4 | 41.6 | NA | NA | 58.2 | 9.7 | 15.9 | 31.1 | 12.2 | 41.6 | 7.7 | 24.7 | 4.8 | 16.0 | 14.8 | 11.5 | 6.1 | 12.2 | 27.7 | 18.5 | 29.2 | 53.6 | 11.6 | 12.5 | 7.4 | 12.2 | 11.6 | 31.7 | 33.1 | 36.9 | 11.0 | 33.1 | 9.6 | 13.2 | 5.3 | 9.6 | 6.1 | 9.9 | 5.5 | 25.0 | 8.4 | 5.2 |
| Standard Deviation(%) | NA | 28.8 | 24.7 | 22.2 | 22.9 | 22.6 | NA | NA | 20.4 | 18.1 | 18.9 | 30.7 | 19.6 | 40.3 | 14.5 | 17.2 | 10.0 | 16.8 | 15.3 | 14.3 | 13.4 | 15.7 | 30.0 | 22.6 | 33.6 | 43.9 | 17.1 | 14.2 | 12.5 | 13.6 | 15.8 | 22.4 | 25.4 | 36.1 | 16.5 | 20.3 | 13.3 | 11.2 | 8.4 | 9.5 | 8.9 | 9.3 | 11.3 | 12.8 | 8.1 | 7.8 |
| Treynor Ratio | NA | 0.0 | 0.09 | 0.08 | 0.08 | 0.07 | NA | NA | 0.08 | 0.1 | 0.18 | -0.24 | 0.1 | 0.3 | 0.24 | -0.11 | 0.14 | 0.15 | -0.04 | 0.07 | 0.36 | 0.18 | -0.03 | 0.26 | 0.36 | -0.41 | 0.01 | 0.1 | 0.08 | 0.17 | 0.45 | -0.22 | -0.11 | -0.18 | 0.4 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.04 | -0.02 | 0.0 | -0.01 | 0.0 | NA | NA | 0.01 | -0.01 | 0.02 | -0.02 | -0.06 | 0.04 | -0.02 | 0.0 | -0.02 | 0.01 | -0.01 | -0.03 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.03 | -0.02 | -0.02 | -0.1 | 0.09 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.23 | 1.28 | 1.21 | 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 | 0.82 | 0.94 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.93 | 0.92 | 0.92 | 0.92 | 0.93 | NA | NA | 0.86 | 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 | 0.93 | 0.79 | 0.72 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.5 | 1.5 | 1.4 | 1.5 | 1.7 | 3.0 | 2.7 | N/A | 1.1 | 1.4 | 0.7 | 1.1 | 1.3 | 1.5 | 1.3 | 1.3 | 1.5 | 1.2 | 1.3 | 1.3 | 1.7 | 0.9 | 1.1 | 1.3 | 1.0 | 1.2 | 1.3 | 1.1 | 1.1 | 1.1 | 0.8 | 4.0 | 12.7 | 12.9 | 8.3 | 8.8 | 8.5 | 3.8 | 3.0 | 2.5 | 2.7 | 3.8 | 2.4 | 2.0 | 1.8 |
| Dividend Growth(%) | N/A | -45.0 | 28.3 | 24.0 | 29.3 | 151.6 | -24.9 | N/A | N/A | -2.9 | 42.4 | -26.8 | 13.5 | 7.4 | -1.6 | 20.9 | -0.1 | 24.3 | -2.2 | 29.3 | -11.4 | 78.8 | 8.8 | 7.7 | -20.5 | -10.3 | -2.1 | 41.5 | 15.8 | 33.8 | 18.3 | -82.4 | -78.3 | 18.6 | 55.6 | 12.0 | 10.2 | 194.3 | 22.8 | 32.6 | 0.0 | -2.3 | 33.3 | 43.5 | 15.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/28/1988
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See MID-CAP BLEND Asset Class Trend Rankings |
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Best Closed End Funds
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