Find A Portfolio/Ticker
Comparison Box
VOE: Vanguard Mid-Cap Value ETF (ETF)
Basic Info 130.08 1.89(1.47%) March 20
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 08/24/2006 |
| Last Dividend Date: | 12/22/2022 |
| 12-Mo. Yield | 1.73% |
| Expenses | 0.09% |
| Sign up to get fund ranking change alerts | |
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 | -3.8 | -7.8 | 24.0 | 6.2 | 9.6 | 9.2 | 8.3 | -5.8 | 30.0 | 2.6 | 27.8 | -12.5 | 17.1 | 15.4 | -1.9 | 14.0 | 37.8 | 16.0 | -0.4 | 21.8 | 38.2 | -36.6 | -4.3 | 12.4 |
| SR | NA | -1.61 | -0.55 | 0.77 | 0.2 | 0.46 | NA | 0.33 | -0.34 | 1.93 | 0.06 | 2.14 | -0.91 | 2.04 | 1.0 | -0.13 | 1.22 | 3.09 | 1.16 | -0.02 | 1.01 | 1.08 | -0.87 | -0.46 | 4.55 |
| DD(%) | NA | 12.9 | 18.9 | 18.9 | 43.2 | 43.2 | NA | 61.6 | 18.9 | 6.8 | 43.2 | 7.2 | 21.5 | 3.3 | 12.4 | 11.8 | 8.5 | 6.8 | 11.5 | 24.1 | 17.3 | 32.6 | 52.2 | 17.0 | 1.6 |
| SD(%) | NA | 18.0 | 21.4 | 24.1 | 23.3 | 18.8 | NA | 22.4 | 21.6 | 15.5 | 40.2 | 12.3 | 15.1 | 8.1 | 15.2 | 15.1 | 11.4 | 12.2 | 13.9 | 26.1 | 21.5 | 35.2 | 43.2 | 16.1 | 8.0 |
| TR | NA | -0.29 | -0.12 | 0.19 | 0.05 | 0.09 | NA | 0.08 | -0.07 | 0.3 | 0.02 | 0.26 | -0.14 | 0.17 | 0.15 | -0.02 | 0.14 | 0.38 | 0.16 | 0.0 | 0.22 | 0.39 | -0.38 | -0.08 | 0.36 |
| 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 | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | NA | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 | 1.0 | 0.98 | 0.98 | 0.96 | 1.01 |
| RS | NA | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | NA | 0.99 | 0.99 | 0.97 | 1.0 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.98 | 0.97 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/24/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
Top Rated Funds in MID-CAP VALUE
Best Mutual Funds
- FDVLX (Fidelity Value) 1.68% (99%)
- JMCVX (Perkins Mid Cap Value T) 1.49% (98%)
- MLPIX (ProFunds Mid Cap Value Inv) 1.59% (97%)
- NBREX (Neuberger Berman M/C Intrinsic Val Tr) 1.52% (97%)
- VMVIX (Vanguard Mid-Cap Value Index Inv) 1.49% (97%)
- FRBSX (Franklin Balance Sheet Investment A) 1.35% (93%)
- GCMAX (Goldman Sachs Mid Cap Value A) 1.37% (93%)
- LMOPX (Legg Mason Cap Mgmt Opportunity C) 0.25% (92%)
- NSEIX (Nicholas Equity Income I) 1.10% (92%)
- SMVTX (RidgeWorth Mid-Cap Value Equity I) 1.17% (92%)
Best ETFs
- DVY (iShares Select Dividend) 1.95% (100%)
- MPIQMKTUNRATE (MPIQ Unrate Plus) 0.0% (100%)
- IWS (iShares Russell Mid-Cap Value) 1.51% (99%)
- IJJ (iShares S&P Mid-Cap 400 Value) 1.65% (98%)
- DON (WisdomTree MidCap Dividend ETF) 1.82% (96%)
- FAB (First Trust Multi Cap Val AlphaDEX ETF) 1.43% (96%)
- JKI (iShares Morningstar Mid-Cap Value) (95%)
- RPV (Guggenheim S&P 500 Pure Value ETF) 0.29% (95%)
- RWK (RevenueShares Mid Cap ETF) 1.24% (95%)
- VOE (Vanguard Mid-Cap Value ETF) 1.47% (94%)
Latest Articles Related to VOE
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
