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VMVIX: Vanguard Mid-Cap Value Index Inv (MUTUAL FUND)
Basic Info 51.2 0.75(1.49%) March 20
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 08/28/2006 |
| Last Dividend Date: | 12/21/2022 |
| 12-Mo. Yield | 1.65% |
| Expenses | 0.24% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.1 | -3.9 | -8.0 | 23.6 | 6.0 | 9.4 | 9.1 | 8.1 | -6.0 | 29.8 | 2.4 | 27.9 | -12.6 | 16.9 | 15.1 | -1.9 | 13.8 | 37.4 | 15.9 | -0.4 | 21.6 | 37.6 | -36.6 | -4.4 | 12.5 |
| SR | NA | -1.61 | -0.55 | 0.78 | 0.19 | 0.45 | NA | 0.32 | -0.34 | 1.93 | 0.05 | 2.15 | -0.92 | 2.02 | 0.97 | -0.13 | 1.2 | 3.06 | 1.14 | -0.02 | 1.0 | 1.05 | -0.85 | -0.45 | 4.76 |
| DD(%) | NA | 12.9 | 19.1 | 19.1 | 43.0 | 43.0 | NA | 61.6 | 19.1 | 6.8 | 43.0 | 7.2 | 21.6 | 3.3 | 12.4 | 11.9 | 8.5 | 6.8 | 11.4 | 24.1 | 17.2 | 32.6 | 52.3 | 17.1 | 1.6 |
| SD(%) | NA | 18.2 | 21.6 | 24.1 | 23.3 | 18.8 | NA | 22.6 | 21.8 | 15.4 | 40.1 | 12.3 | 15.1 | 8.1 | 15.2 | 15.1 | 11.5 | 12.2 | 14.0 | 26.3 | 21.5 | 35.8 | 44.1 | 16.6 | 7.8 |
| TR | NA | -0.29 | -0.12 | 0.19 | 0.04 | 0.09 | NA | 0.07 | -0.07 | 0.3 | 0.02 | 0.26 | -0.14 | 0.16 | 0.15 | -0.02 | 0.14 | 0.37 | 0.16 | 0.0 | 0.22 | 0.38 | -0.37 | -0.07 | 0.37 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 |
| Beta(%) | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 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 |
| RS | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/28/2006
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
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