Find A Portfolio/Ticker
Comparison Box
VEXMX: Vanguard Extended Market Idx Inv (MUTUAL FUND)
Basic Info 108.38 2.64(2.50%) May 26
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 07/08/1991 |
| Last Dividend Date: | 03/22/2022 |
| 12-Mo. Yield | 1.04% |
| Expenses | 0.28% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/24/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.2 | -21.8 | -20.8 | 9.6 | 8.6 | 11.4 | 7.8 | 10.2 | 12.9 | 32.0 | 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 | -9.2 | -15.5 | 36.3 | 8.3 | 26.7 | 17.6 | 33.8 | -1.8 | 15.6 | 11.4 | 41.7 | -15.2 | 22.0 | 5.3 |
| SR | NA | -1.61 | -0.89 | 0.25 | 0.3 | 0.54 | NA | 0.4 | 0.66 | 0.79 | 1.82 | -0.63 | 1.74 | 0.94 | -0.22 | 0.52 | 2.84 | 1.18 | -0.13 | 1.21 | 1.11 | -0.9 | 0.08 | 0.78 | 0.65 | 1.3 | 2.71 | -0.86 | -0.46 | -0.55 | 2.01 | 0.25 | 1.73 | 1.25 | 3.57 | -0.5 | 1.51 | 0.97 | 3.34 | -1.59 | 2.01 | 0.26 |
| DD(%) | NA | 27.4 | 32.7 | 41.6 | 41.6 | 41.6 | NA | 58.2 | 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 | 36.5 | 11.0 | 33.1 | 9.6 | 13.2 | 5.3 | 9.6 | 6.1 | 9.9 | 5.5 | 25.0 | 8.4 | 5.2 |
| SD(%) | NA | 32.2 | 24.1 | 29.0 | 24.4 | 20.2 | NA | 20.2 | 19.6 | 40.2 | 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 | 36.0 | 16.5 | 20.3 | 13.3 | 11.2 | 8.4 | 9.5 | 8.9 | 9.3 | 11.3 | 12.8 | 8.1 | 7.8 |
| TR | NA | -0.43 | -0.18 | 0.07 | 0.07 | 0.1 | NA | 0.08 | 0.11 | 0.3 | 0.24 | -0.1 | 0.15 | 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 | -0.03 | -0.05 | -0.01 | -0.01 | -0.01 | NA | 0.01 | -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 | -0.09 | 0.09 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 1.22 | 1.2 | 1.1 | 1.1 | 1.08 | NA | 1.03 | 1.21 | 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 | 1.1 | 0.82 | 0.94 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.94 | 0.9 | 0.93 | 0.93 | 0.93 | NA | 0.85 | 0.86 | 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 | 0.78 | 0.72 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/08/1991
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- ARGFX (Ariel Investor) 2.24% (100%)
- VIMSX (Vanguard Mid Cap Index Inv) 2.30% (97%)
- VEXMX (Vanguard Extended Market Idx Inv) 2.50% (97%)
- LAVLX (Lord Abbett Mid Cap Stock A) 2.01% (93%)
- LLSCX (Longleaf Partners Small-Cap) 1.74% (92%)
- OSTFX (Osterweis) 2.32% (92%)
- RSVAX (RS Value A) 1.73% (91%)
- RVFCX (Royce Value Consult) 1.82% (91%)
- LVOYX (Lord Abbett Value Opportunities I) 2.20% (89%)
- WHGMX (Westwood SMidCap Institutional) 1.88% (89%)
Best ETFs
- PWC (PowerShares Dynamic Market ETF) 2.42% (100%)
- MDY (SPDR S&P MidCap 400 ETF) 2.33% (99%)
- RYJ (Guggenheim Raymond James SB-1 Equity ETF) 2.07% (98%)
- CSD (Guggenheim Spin-Off ETF) 2.40% (96%)
- CZA (Guggenheim Mid-Cap Core ETF) 1.56% (96%)
- EZM (WisdomTree MidCap Earnings ETF) 2.43% (95%)
- FNX (First Trust Mid Cap Core AlphaDEX ETF) 2.54% (95%)
- IJH (iShares Core S&P Mid-Cap) 2.33% (94%)
- IWR (iShares Russell Mid-Cap) 2.35% (94%)
- JKG (iShares Morningstar Mid-Cap) (93%)
Best Closed End Funds
- CET (Central Securities Corporation Common) 1.74% (99%)
- CUBA (Herzfeld Caribbean Basin Common) 0.0% (98%)
- FUND (Royce Focus Trust Common) 1.42% (97%)
Latest Articles Related to VEXMX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
