Find A Portfolio/Ticker
Comparison Box
VOE: Vanguard Mid-Cap Value ETF (ETF)
Basic Info 99.52 0.93(0.94%) September 25
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 08/24/2006 |
| Last Dividend Date: | 06/25/2020 |
| 12-Mo. Yield | 2.34% |
| Expenses | 0.09% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/24/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.6 | -15.3 | -10.0 | 0.5 | 6.3 | 9.8 | 7.1 | 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 | -0.37 | -0.2 | 0.03 | 0.25 | 0.53 | 0.29 | 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 | 43.2 | 43.2 | 43.2 | 43.2 | 43.2 | 61.6 | 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 | 45.6 | 38.8 | 25.0 | 21.1 | 19.0 | 22.9 | 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 | -0.17 | -0.08 | 0.01 | 0.05 | 0.1 | 0.07 | 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 | 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 | 0.99 | 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 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 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
- PMVYX (Putnam Multi-Cap Value Y) 2.24% (100%)
- LGOAX (Legg Mason Cap Mgmt Opportunity A) 1.76% (98%)
- NSEIX (Nicholas Equity Income I) 1.08% (98%)
- VALUX (Al Frank Inv) 1.33% (98%)
- CAMMX (Cambiar Smid 30 Investor) 1.32% (98%)
- VEVIX (Victory Established Value I) 1.19% (97%)
- IMSAX (IMS Dividend Growth) (97%)
- TVEFX (Transparent Val DJ RBP US Div Idx F-1) 0.85% (96%)
- PMVQX (Prudential Mid Cap Value Q) 1.33% (95%)
- MIDIX (DWS Dreman Mid Cap Value I) 1.76% (94%)
Best ETFs
- SYLD (Cambria Shareholder Yield ETF) 1.04% (91%)
- PXMV (PowerShares Fundamental Pure Mid Val ETF) (86%)
- VOE (Vanguard Mid-Cap Value ETF) 0.94% (73%)
- DVY (iShares Select Dividend) 1.27% (57%)
- PEY (PowerShares High Yld Eq Div Achiev ETF) 1.00% (49%)
- IVOV (Vanguard S&P Mid-Cap 400 Value ETF) 1.23% (43%)
- JKI (iShares Morningstar Mid-Cap Value) 1.23% (43%)
- RWK (RevenueShares Mid Cap ETF) 0.99% (39%)
- FAB (First Trust Multi Cap Val AlphaDEX ETF) 1.17% (36%)
- IWS (iShares Russell Mid-Cap Value) 1.32% (33%)
Latest Articles Related to VOE
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments