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VMGMX: VANGUARD MID-CAP GROWTH INDEX FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 99.02 0.47(0.48%) May 09
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (23%) |
Start Date: | 10/28/2011 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 0.84% |
Expenses | 0.07% |
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Performance Analytics (As of 05/07/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/28/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 4.9 | 22.8 | 2.1 | 10.4 | 10.6 | 11.6 | 23.1 | -28.8 | 20.5 | 34.5 | 33.9 | -5.6 | 21.8 | 6.5 | -1.0 | 13.5 | 32.2 | 16.0 | -6.0 |
Sharpe Ratio | NA | 0.53 | 1.28 | -0.05 | 0.32 | 0.46 | 0.54 | 1.13 | -0.94 | 1.12 | 0.96 | 2.33 | -0.38 | 2.59 | 0.4 | -0.06 | 0.98 | 2.43 | 0.99 | -1.04 |
Draw Down(%) | NA | 7.3 | 15.3 | 37.2 | 37.2 | 37.2 | 37.2 | 15.3 | 34.5 | 11.1 | 36.0 | 6.7 | 21.8 | 3.9 | 14.6 | 12.8 | 10.5 | 6.8 | 12.3 | 11.5 |
Standard Deviation(%) | NA | 14.6 | 14.8 | 22.8 | 24.9 | 20.5 | 19.7 | 16.9 | 32.1 | 18.2 | 35.5 | 13.9 | 18.2 | 8.2 | 15.9 | 15.8 | 13.7 | 13.3 | 16.1 | 29.1 |
Treynor Ratio | NA | 0.08 | 0.19 | -0.01 | 0.08 | 0.09 | 0.11 | 0.19 | -0.3 | 0.21 | 0.34 | 0.32 | -0.07 | 0.21 | 0.06 | -0.01 | 0.13 | 0.32 | 0.16 | -0.3 |
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 |
Beta | 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 |
RSquared | 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 |
Yield(%) | N/A | 0.2 | 0.8 | 0.6 | 0.9 | 1.2 | N/A | 0.9 | 0.6 | 0.4 | 0.7 | 1.1 | 0.8 | 0.9 | 0.6 | 0.8 | 0.9 | 0.8 | 0.8 | 0.4 |
Dividend Growth(%) | N/A | -73.1 | 8.5 | 18.7 | 45.3 | N/A | N/A | 11.7 | 66.7 | -29.4 | -7.3 | 31.0 | 7.7 | 44.4 | -25.0 | 5.9 | 47.8 | 15.0 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/28/2011
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