Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMCPX (VANGUARD MID-CAP INDEX FUND INSTITUTIONAL PLUS SHARES) | 3.81% | 13.66% | 13.65% | 12.17% | 9.26% | NA | NA | 11.40% |
Data as of 06/20/2025, AR inception 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 | 06/20/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 13.66 | 13.65 | 12.17 | 9.26 | NA | NA | 11.40 | 3.81 | 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 | 0.56 | 0.62 | 0.55 | 0.41 | NA | NA | 0.53 | 0.23 | 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 | 18.47 | 17.79 | 18.28 | 19.42 | NA | NA | 18.76 | 23.01 | 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 | 18.93 | 18.93 | 27.54 | 39.30 | NA | NA | 39.30 | 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 | 1.71 | 1.92 | 2.07 | 2.16 | 3.02 | 2.26 | 3.23 | 0.45 | 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 06/20/2025, AR inception 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 |
0.00%
NA |
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 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart