Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) | 10.87% | 19.35% | 16.92% | 7.90% | 11.43% | 11.37% | 9.61% | … | … |
Data as of 06/04/2026, Common starting date is 05/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) | 05/28/1998 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.75 | 19.35 | 16.92 | 7.90 | 11.43 | 11.37 | 9.61 | … | … | 10.87 | 11.53 | 15.10 | 15.81 | -18.80 | 24.36 | 18.08 | 30.86 | -9.34 | 19.12 | 11.07 | -1.46 | 13.60 | 35.00 | 15.80 | -2.11 | 25.46 | 40.22 | -41.82 | 6.02 | 13.60 | 13.93 | 20.35 | 34.14 | -15.17 | -3.28 | 8.15 | 9.56 | 9.67 |
| Sharpe Ratio | NA | 1.31 | 0.93 | 0.29 | 0.51 | NA | NA | … | … | 1.55 | 0.49 | 0.91 | 0.80 | -0.79 | 1.63 | 0.48 | 2.30 | -0.66 | 2.36 | 0.71 | -0.10 | 1.09 | 2.80 | 1.07 | -0.08 | 1.17 | 1.23 | -0.96 | 0.17 | 0.82 | 0.96 | 1.54 | 2.06 | -0.65 | -0.26 | 0.13 | 0.36 | 0.53 |
| Standard Deviation(%) | NA | 12.29 | 14.79 | 17.63 | 19.03 | NA | NA | … | … | 13.86 | 17.68 | 12.57 | 15.27 | 25.70 | 14.96 | 36.87 | 12.78 | 16.30 | 7.85 | 15.28 | 15.25 | 12.49 | 12.49 | 14.86 | 27.19 | 21.65 | 32.58 | 44.62 | 16.65 | 12.49 | 12.13 | 12.61 | 16.20 | 25.08 | 22.80 | 29.11 | 17.09 | 24.96 |
| Draw Down(%) | NA | 8.14 | 18.98 | 27.63 | 39.29 | NA | NA | … | … | 8.14 | 17.35 | 7.28 | 14.00 | 26.11 | 7.68 | 39.29 | 6.43 | 21.24 | 3.41 | 13.45 | 12.17 | 9.47 | 6.81 | 11.88 | 24.68 | 16.74 | 27.47 | 55.71 | 12.40 | 11.50 | 8.00 | 9.78 | 13.53 | 31.95 | 25.71 | 18.59 | 13.22 | 26.02 |
| Yield(%) | 0.00 | 1.45 | 1.78 | 1.43 | 2.26 | 2.95 | 2.89 | … | … | 0.33 | 1.54 | 1.56 | 1.60 | 1.18 | 1.25 | 1.55 | 1.77 | 1.49 | 1.44 | 1.48 | 1.29 | 1.29 | 1.34 | 1.43 | 1.13 | 1.29 | 1.49 | 1.13 | 1.35 | 1.38 | 1.24 | 1.23 | 1.20 | 1.17 | 0.00 | 0.00 | 4.68 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) |
-17.38%
Feb 2006 – Feb 2009 |
-5.09%
Feb 2004 – Feb 2009 |
1.44%
Feb 1999 – Feb 2009 |
6.97%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) |
31.55%
Feb 2009 – Feb 2012 |
27.09%
Feb 2009 – Feb 2014 |
17.35%
Feb 2009 – Feb 2019 |
14.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart