Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIMAX (VANGUARD MID-CAP INDEX FUND ADMIRAL SHARES) | 6.57% | 17.96% | 14.16% | 12.92% | 9.91% | 12.62% | 9.64% | 10.19% |
Data as of 06/30/2025, AR inception is 11/14/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIMAX (VANGUARD MID-CAP INDEX FUND ADMIRAL SHARES) | 11/14/2001 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.78 | 17.96 | 14.16 | 12.92 | 9.91 | 12.62 | 9.64 | 10.19 | 6.57 | 15.23 | 15.95 | -18.70 | 24.51 | 18.18 | 31.03 | -9.23 | 19.25 | 11.22 | -1.36 | 13.78 | 35.15 | 15.99 | -1.97 | 25.59 | 40.48 | -41.78 | 6.17 | 13.69 | 14.04 | 20.42 | 34.24 | -16.34 | 5.08 |
| Sharpe Ratio | NA | 0.73 | 0.54 | 0.63 | 0.43 | NA | NA | 0.42 | 0.45 | 0.92 | 0.81 | -0.79 | 1.64 | 0.48 | 2.31 | -0.65 | 2.38 | 0.72 | -0.09 | 1.10 | 2.81 | 1.08 | -0.07 | 1.18 | 1.24 | -0.95 | 0.18 | 0.83 | 0.97 | 1.54 | 2.07 | -0.69 | 2.83 |
| Standard Deviation(%) | NA | 18.48 | 17.67 | 18.20 | 19.42 | NA | NA | 20.90 | 22.58 | 12.57 | 15.26 | 25.69 | 14.95 | 36.87 | 12.78 | 16.29 | 7.84 | 15.29 | 15.28 | 12.54 | 12.50 | 14.86 | 27.17 | 21.63 | 32.50 | 44.63 | 16.65 | 12.49 | 12.11 | 12.64 | 16.22 | 25.18 | 17.07 |
| Draw Down(%) | NA | 18.93 | 18.93 | 27.55 | 39.30 | NA | NA | 58.88 | 17.33 | 7.26 | 13.96 | 26.06 | 7.66 | 39.30 | 6.43 | 21.21 | 3.41 | 13.43 | 12.15 | 9.45 | 6.80 | 11.85 | 24.61 | 16.74 | 27.47 | 55.66 | 12.42 | 11.46 | 8.03 | 9.79 | 13.55 | 31.90 | 3.52 |
| Yield(%) | 0.00 | 1.33 | 1.78 | 1.99 | 2.24 | 3.91 | 3.26 | 4.22 | 0.44 | 1.69 | 1.73 | 1.28 | 1.39 | 1.67 | 1.91 | 1.61 | 1.57 | 1.61 | 1.42 | 1.46 | 1.53 | 1.59 | 1.30 | 1.40 | 1.62 | 1.22 | 1.47 | 1.48 | 1.30 | 1.32 | 1.29 | 0.00 | 0.00 |
Data as of 06/30/2025, AR inception is 11/14/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIMAX (VANGUARD MID-CAP INDEX FUND ADMIRAL SHARES) |
-17.29%
Feb 2006 - Feb 2009 |
-4.99%
Feb 2004 - Feb 2009 |
6.49%
Dec 2001 - Dec 2011 |
7.28%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIMAX (VANGUARD MID-CAP INDEX FUND ADMIRAL SHARES) |
31.75%
Feb 2009 - Feb 2012 |
27.27%
Feb 2009 - Feb 2014 |
17.51%
Feb 2009 - Feb 2019 |
15.05%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart