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VEXMX: Vanguard Extended Market Idx Inv (MUTUAL FUND)
Basic Info 97.55 2.23(2.23%) September 23
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 07/08/1991 |
| Last Dividend Date: | 06/22/2022 |
| 12-Mo. Yield | 1.04% |
| Expenses | 0.28% |
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Performance Analytics (As of 09/23/2022)
| 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(%) | -7.3 | -29.4 | -31.2 | 4.0 | 5.4 | 9.2 | 7.1 | 9.6 | 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 | -1.25 | -1.12 | 0.12 | 0.18 | 0.42 | NA | 0.38 | 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 | 31.0 | 36.1 | 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 | 31.1 | 28.5 | 30.2 | 25.4 | 20.7 | NA | 20.3 | 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 | -0.33 | -0.27 | 0.03 | 0.04 | 0.08 | NA | 0.07 | 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 | -0.01 | -0.04 | -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 | 1.19 | 1.18 | 1.11 | 1.1 | 1.09 | 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 | 0.95 | 0.93 | 0.93 | 0.93 | 0.93 | NA | 0.86 | 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
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See MID-CAP BLEND Asset Class Trend Rankings |
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