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VIMSX: VANGUARD MID-CAP INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 70.1 0.15(0.21%) May 01
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 05/28/1998 |
| Last Dividend Date: | 09/26/2024 |
| 12-Mo. Yield | 0.71% |
| Expenses | 0.04% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/28/1998 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | -2.7 | 8.6 | 6.3 | 12.7 | 8.5 | 10.7 | 9.4 | 8.9 | 14.7 | 15.8 | -18.8 | 24.4 | 18.1 | 30.9 | -9.3 | 19.1 | 11.1 | -1.5 | 13.6 | 35.0 | 15.8 | -2.1 | 25.5 | 40.2 | -41.8 | 6.0 | 13.6 | 13.9 | 20.4 | 34.1 | -15.2 | -3.3 | 8.1 | 9.6 | 9.7 |
| Sharpe Ratio | NA | -0.56 | 0.01 | 0.03 | 0.55 | 0.34 | NA | NA | 0.35 | 0.64 | 0.76 | -0.79 | 1.63 | 0.48 | 2.31 | -0.66 | 2.37 | 0.71 | -0.1 | 1.09 | 2.8 | 1.07 | -0.08 | 1.17 | 1.23 | -0.96 | 0.18 | 0.83 | 0.97 | 1.54 | 2.06 | -0.65 | -0.25 | 0.14 | 0.37 | 0.54 |
| Draw Down(%) | NA | 17.7 | 19.6 | 19.6 | 27.6 | 39.3 | NA | NA | 59.0 | 7.3 | 14.0 | 26.1 | 7.7 | 39.3 | 6.4 | 21.2 | 3.4 | 13.4 | 12.2 | 9.5 | 6.8 | 11.9 | 24.7 | 16.7 | 27.5 | 55.7 | 12.4 | 11.5 | 8.0 | 9.8 | 13.5 | 31.9 | 25.7 | 18.6 | 13.2 | 26.0 |
| Standard Deviation(%) | NA | 26.5 | 18.3 | 19.2 | 19.0 | 19.4 | NA | NA | 21.4 | 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 | 21.7 | 32.6 | 44.6 | 16.6 | 12.5 | 12.1 | 12.6 | 16.2 | 25.1 | 22.8 | 29.1 | 17.1 | 25.0 |
| Treynor Ratio | NA | -0.15 | 0.0 | 0.01 | 0.11 | 0.07 | NA | NA | 0.07 | 0.08 | 0.12 | -0.2 | 0.24 | 0.18 | 0.29 | -0.11 | 0.19 | 0.11 | -0.01 | 0.14 | 0.35 | 0.16 | -0.02 | 0.25 | 0.4 | -0.43 | 0.03 | 0.1 | 0.12 | 0.19 | 0.33 | -0.16 | -0.06 | 0.04 | 0.06 | 0.13 |
| 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 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 1.0 | 1.0 | 1.0 | 1.0 |
| 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 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.0 | 0.7 | 1.2 | 1.8 | 1.9 | 2.9 | 3.0 | N/A | 1.1 | 1.6 | 1.2 | 1.3 | 1.5 | 1.8 | 1.5 | 1.4 | 1.5 | 1.3 | 1.3 | 1.3 | 1.4 | 1.1 | 1.3 | 1.5 | 1.1 | 1.4 | 1.4 | 1.2 | 1.2 | 1.2 | 1.2 | 0.0 | 0.0 | 4.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -50.6 | 2.8 | 26.0 | 159.0 | N/A | N/A | N/A | -20.0 | 9.2 | 16.6 | -7.7 | 13.5 | 5.3 | 20.8 | 9.0 | 10.3 | 13.3 | 24.3 | 8.8 | 22.4 | 7.9 | 18.1 | -20.9 | -13.9 | 8.1 | 29.3 | 18.6 | 32.0 | -11.6 | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/1998
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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 FUND INVESTOR CLASS) 0.47% (100%)
- VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) 0.21% (98%)
- VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) 0.57% (97%)
- LAVLX (LORD ABBETT MID CAP STOCK FUND INC CLASS A) 0.13% (93%)
- LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) 0.26% (93%)
- OSTFX (OSTERWEIS FUND INVESTOR CLASS) 0.68% (92%)
- RSVAX (VICTORY RS VALUE FUND CLASS A) 0.59% (92%)
- RVVHX (ROYCE SMALL-CAP VALUE FUND INVESTMENT CLASS) 0.69% (91%)
- RYVFX (ROYCE SMALL-CAP VALUE FUND SERVICE CLASS) 0.70% (91%)
- LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) 0.11% (90%)
Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) 0.55% (100%)
- CSD (Invesco S&P Spin-Off ETF) 0.07% (97%)
- CZA (Invesco Zacks Mid-Cap ETF) 0.08% (96%)
- EZM (WisdomTree U.S. MidCap Fund) 0.47% (96%)
- FNX (First Trust Mid Cap Core AlphaDEX Fund) 0.57% (95%)
- IJH (iShares Core S&P Mid-Cap ETF) 0.62% (95%)
- IWR (iShares Russell Midcap ETF) 0.04% (94%)
- VXF (Vanguard Extended Market ETF) 0.72% (94%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) 0.62% (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) 0.20% (26%)
Best Closed End Funds
- CET (Central Securities Corporation) 0.72% (99%)
- CUBA (Herzfeld Caribbean Basin Closed Fund) 0.79% (99%)
- FUND (Sprott Focus Trust) 0.70% (98%)
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