Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMIDX (MID CAP INDEX FUND MID CAP INDEX FUND) | 0.81% | 1.54% | 6.09% | 6.50% | 4.85% | 8.83% | 6.41% | 8.84% |
Data as of 07/16/2025, AR inception is 12/28/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMIDX (MID CAP INDEX FUND MID CAP INDEX FUND) | 12/28/1995 | 07/16/2025 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.41 | 1.54 | 6.09 | 6.50 | 4.85 | 8.83 | 6.41 | 8.84 | 0.81 | 9.28 | 1.86 | -20.33 | 20.79 | 2.96 | 25.59 | -11.44 | 15.94 | 20.93 | -2.50 | 9.44 | 33.11 | 17.55 | -1.94 | 26.25 | 36.69 | -36.54 | 7.75 | 2.19 | 8.03 | 14.07 | 34.09 | -17.87 | -0.96 | 16.85 | 15.61 | 19.14 | 31.87 | 19.55 | 0.00 |
| Sharpe Ratio | NA | 0.16 | 0.15 | 0.25 | 0.17 | NA | NA | 0.33 | 0.02 | 0.17 | -0.11 | -0.83 | 1.16 | 0.07 | 1.68 | -0.79 | 1.59 | 1.31 | -0.17 | 0.72 | 2.50 | 1.16 | -0.07 | 1.25 | 1.12 | -0.86 | 0.25 | -0.07 | 0.46 | 0.98 | 2.04 | -0.75 | -0.15 | 0.47 | 0.76 | 0.75 | 1.99 | 1.36 | NA |
| Standard Deviation(%) | NA | 21.87 | 21.49 | 21.37 | 21.90 | NA | NA | 21.63 | 25.22 | 16.14 | 22.54 | 26.25 | 17.98 | 41.61 | 14.37 | 16.20 | 9.66 | 15.79 | 14.96 | 13.06 | 13.22 | 15.22 | 28.71 | 20.98 | 32.67 | 43.33 | 18.87 | 15.67 | 12.87 | 13.39 | 16.34 | 25.26 | 22.95 | 27.00 | 16.24 | 21.13 | 14.17 | 11.74 | 0.00 |
| Draw Down(%) | NA | 24.38 | 24.38 | 33.80 | 47.32 | NA | NA | 55.98 | 22.27 | 8.30 | 24.30 | 28.98 | 8.44 | 47.32 | 8.45 | 23.26 | 5.55 | 11.22 | 12.65 | 10.66 | 7.27 | 11.17 | 26.27 | 17.39 | 28.28 | 53.17 | 11.36 | 12.71 | 7.99 | 10.58 | 13.56 | 32.01 | 25.90 | 13.74 | 13.22 | 26.89 | 9.19 | 11.43 | 0.00 |
| Yield(%) | 0.00 | 12.60 | 5.79 | 4.53 | 5.61 | 8.86 | 5.92 | 9.64 | 12.53 | 1.51 | 1.24 | 1.15 | 1.17 | 1.34 | 12.40 | 7.37 | 9.44 | 11.18 | 6.59 | 5.31 | 0.00 | 5.14 | 6.91 | 1.18 | 4.79 | 9.42 | 8.32 | 0.00 | 1.07 | 0.87 | 0.75 | 0.61 | 11.19 | 26.82 | 26.33 | 10.62 | 8.41 | 8.35 | 3.93 |
Data as of 07/16/2025, AR inception is 12/28/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMIDX (MID CAP INDEX FUND MID CAP INDEX FUND) |
-18.04%
Feb 2006 - Feb 2009 |
-7.37%
Feb 2004 - Feb 2009 |
1.42%
Feb 1999 - Feb 2009 |
5.18%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMIDX (MID CAP INDEX FUND MID CAP INDEX FUND) |
31.57%
Feb 2009 - Feb 2012 |
26.85%
Feb 2009 - Feb 2014 |
17.18%
Feb 2009 - Feb 2019 |
12.16%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart