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VMCPX: VANGUARD MID-CAP INDEX FUND INSTITUTIONAL PLUS SHARES (MUTUAL FUND)
Basic Info 320.63 0.54(0.17%) May 01
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (20%) |
Start Date: | 12/14/2010 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 1.52% |
Expenses | 0.04% |
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Performance Analytics (As of 04/30/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/14/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.8 | 2.6 | 15.5 | 2.0 | 9.0 | 9.5 | 10.7 | 16.0 | -18.7 | 24.5 | 18.2 | 31.1 | -9.2 | 19.3 | 10.8 | -1.3 | 13.8 | 35.2 | 16.0 | -1.9 | 0.4 |
Sharpe Ratio | NA | 0.73 | 1.2 | 0.01 | 0.34 | 0.46 | 0.53 | 0.77 | -0.78 | 1.68 | 0.49 | 2.32 | -0.65 | 2.39 | 0.69 | -0.09 | 1.11 | 2.81 | 1.09 | -0.07 | 0.94 |
Draw Down(%) | NA | 6.0 | 14.0 | 27.5 | 39.3 | 39.3 | 39.3 | 14.0 | 26.0 | 7.7 | 39.3 | 6.4 | 21.2 | 3.4 | 13.4 | 12.1 | 9.5 | 6.8 | 11.8 | 24.6 | 1.6 |
Standard Deviation(%) | NA | 11.8 | 13.1 | 18.8 | 22.8 | 18.8 | 18.8 | 15.3 | 25.7 | 14.6 | 36.7 | 12.8 | 16.3 | 7.8 | 15.3 | 15.3 | 12.4 | 12.5 | 14.9 | 27.2 | 9.9 |
Treynor Ratio | NA | 0.09 | 0.16 | 0.0 | 0.08 | 0.09 | 0.1 | 0.12 | -0.2 | 0.26 | 0.18 | 0.3 | -0.11 | 0.19 | 0.11 | -0.01 | 0.14 | 0.35 | 0.16 | -0.02 | 0.08 |
Alpha | 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 | -0.13 |
Beta | NA | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.96 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.24 |
RSquared | NA | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.96 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 0.72 |
Yield(%) | N/A | 0.4 | 1.8 | 1.4 | 1.9 | 2.3 | N/A | 1.7 | 1.3 | 1.4 | 1.7 | 1.9 | 1.6 | 1.6 | 1.2 | 1.5 | 1.5 | 1.6 | 1.6 | 1.3 | 0.0 |
Dividend Growth(%) | N/A | -72.4 | 14.4 | 20.7 | 58.0 | N/A | N/A | 8.1 | 13.9 | -4.4 | 13.4 | 4.7 | 20.4 | 49.2 | -21.4 | 11.5 | 22.5 | 10.6 | 18.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/14/2010
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- IWR (iShares Russell Mid-Cap ETF) 0.18% (94%)
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Best Closed End Funds
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