Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
VMCPX (VANGUARD MID-CAP INDEX FUND INSTITUTIONAL PLUS SHARES) 10.94% 19.52% 17.08% 8.05% 11.54% 11.50% NA
Data as of 06/04/2026, Common starting date is 12/14/2010
More Performance Analytics Comparison
Name Start Date End Date
VMCPX (VANGUARD MID-CAP INDEX FUND INSTITUTIONAL PLUS SHARES) 12/14/2010 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
Annualized Return (%) 1.76 19.52 17.08 8.05 11.54 11.50 NA 10.94 11.70 15.25 15.97 -18.68 24.54 18.20 31.06 -9.21 19.28 10.79 -1.30 13.79 35.20 16.04 -1.92 0.43
Sharpe Ratio NA 1.32 0.94 0.30 0.52 NA NA 1.56 0.50 0.93 0.81 -0.79 1.64 0.48 2.31 -0.65 2.39 0.69 -0.09 1.11 2.81 1.09 -0.07 0.94
Standard Deviation(%) NA 12.29 14.79 17.62 19.03 NA NA 13.86 17.68 12.57 15.26 25.69 14.95 36.87 12.78 16.29 7.84 15.30 15.28 12.43 12.49 14.85 27.18 9.89
Draw Down(%) NA 8.13 18.93 27.54 39.30 NA NA 8.13 17.33 7.26 13.96 26.04 7.66 39.30 6.42 21.21 3.41 13.43 12.14 9.45 6.79 11.84 24.60 1.57
Yield(%) 0.00 1.60 1.95 1.58 2.45 3.23 2.56 0.37 1.69 1.72 1.75 1.30 1.42 1.69 1.93 1.63 1.59 1.20 1.45 1.49 1.57 1.64 1.34 0.00
Data as of 06/04/2026, Common starting date is 12/14/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VMCPX (VANGUARD MID-CAP INDEX FUND INSTITUTIONAL PLUS SHARES) -0.26%
Mar 2017 – Mar 2020
2.01%
Mar 2015 – Mar 2020
8.13%
Oct 2013 – Oct 2023
10.48%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VMCPX (VANGUARD MID-CAP INDEX FUND INSTITUTIONAL PLUS SHARES) 24.49%
Dec 2018 – Dec 2021
16.80%
Oct 2016 – Oct 2021
15.53%
Sep 2011 – Sep 2021
11.09%
Jan 2011 – Jan 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return