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VIMAX: VANGUARD MID-CAP INDEX FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 351.59 2.07(0.59%) July 03
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 11/14/2001 |
| Last Dividend Date: | 03/27/2025 |
| 12-Mo. Yield | 1.70% |
| Expenses | 0.04% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/14/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.2 | 8.0 | 18.9 | 14.2 | 13.1 | 10.0 | 12.8 | 9.7 | 10.0 | 15.2 | 16.0 | -18.7 | 24.5 | 18.2 | 31.0 | -9.2 | 19.3 | 11.2 | -1.4 | 13.8 | 35.2 | 16.0 | -2.0 | 25.6 | 40.5 | -41.8 | 6.2 | 13.7 | 14.0 | 20.4 | 34.2 | -16.3 | 5.1 |
| Sharpe Ratio | NA | 0.61 | 0.85 | 0.61 | 0.61 | 0.44 | NA | NA | 0.42 | 0.92 | 0.81 | -0.79 | 1.64 | 0.48 | 2.31 | -0.65 | 2.38 | 0.72 | -0.09 | 1.1 | 2.81 | 1.08 | -0.07 | 1.18 | 1.24 | -0.95 | 0.18 | 0.83 | 0.97 | 1.54 | 2.07 | -0.69 | 2.83 |
| Draw Down(%) | NA | 17.3 | 18.9 | 18.9 | 27.6 | 39.3 | NA | NA | 58.9 | 7.3 | 14.0 | 26.1 | 7.7 | 39.3 | 6.4 | 21.2 | 3.4 | 13.4 | 12.2 | 9.4 | 6.8 | 11.9 | 24.6 | 16.7 | 27.5 | 55.7 | 12.4 | 11.5 | 8.0 | 9.8 | 13.6 | 31.9 | 3.5 |
| Standard Deviation(%) | NA | 22.3 | 18.5 | 17.6 | 18.2 | 19.4 | NA | NA | 20.9 | 12.6 | 15.3 | 25.7 | 15.0 | 36.9 | 12.8 | 16.3 | 7.8 | 15.3 | 15.3 | 12.5 | 12.5 | 14.9 | 27.2 | 21.6 | 32.5 | 44.6 | 16.7 | 12.5 | 12.1 | 12.6 | 16.2 | 25.2 | 17.1 |
| Treynor Ratio | NA | 0.14 | 0.16 | 0.11 | 0.11 | 0.09 | NA | NA | 0.09 | 0.12 | 0.12 | -0.2 | 0.25 | 0.18 | 0.3 | -0.11 | 0.19 | 0.11 | -0.01 | 0.14 | 0.35 | 0.16 | -0.02 | 0.26 | 0.4 | -0.43 | 0.03 | 0.1 | 0.12 | 0.19 | 0.33 | -0.17 | 0.49 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.4 | 1.3 | 1.8 | 1.9 | 2.2 | 4.0 | 3.2 | N/A | 1.7 | 1.7 | 1.3 | 1.4 | 1.7 | 1.9 | 1.6 | 1.6 | 1.6 | 1.4 | 1.5 | 1.5 | 1.6 | 1.3 | 1.4 | 1.6 | 1.2 | 1.5 | 1.5 | 1.3 | 1.3 | 1.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -70.4 | -17.0 | 21.3 | 32.8 | 176.9 | N/A | N/A | N/A | 11.5 | 8.3 | 14.3 | -4.7 | 13.3 | 4.8 | 20.1 | 9.5 | 8.3 | 10.9 | 23.0 | 11.2 | 18.9 | 14.6 | 17.6 | -20.9 | -13.8 | 9.5 | 32.3 | 15.8 | 31.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/14/2001
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See MID-CAP BLEND Asset Class Trend Rankings |
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