Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VMVAX (VANGUARD MID-CAP VALUE INDEX FUND ADMIRAL SHARES) | 11.77% | 24.44% | 16.99% | 8.63% | 10.51% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMVAX (VANGUARD MID-CAP VALUE INDEX FUND ADMIRAL SHARES) | 10/28/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.27 | 24.44 | 16.99 | 8.63 | 10.51 | NA | NA | … | … | 11.77 | 12.06 | 14.04 | 9.73 | -7.89 | 28.76 | 2.45 | 28.01 | -12.42 | 17.04 | 14.64 | -1.80 | 13.98 | 37.66 | 16.07 | -0.83 |
| Sharpe Ratio | NA | 1.79 | 1.01 | 0.38 | 0.47 | NA | NA | … | … | 2.03 | 0.56 | 0.88 | 0.41 | -0.43 | 1.87 | 0.05 | 2.15 | -0.92 | 2.03 | 0.95 | -0.12 | 1.21 | 3.08 | 1.15 | -0.17 |
| Standard Deviation(%) | NA | 11.41 | 13.79 | 16.03 | 18.92 | NA | NA | … | … | 12.04 | 16.36 | 11.78 | 14.86 | 21.70 | 15.37 | 40.40 | 12.33 | 15.06 | 8.10 | 15.24 | 15.16 | 11.55 | 12.22 | 13.99 | 27.46 |
| Draw Down(%) | NA | 6.95 | 18.40 | 19.75 | 43.07 | NA | NA | … | … | 6.95 | 14.99 | 8.63 | 14.19 | 19.75 | 6.83 | 43.07 | 7.16 | 21.49 | 3.30 | 12.39 | 11.90 | 8.44 | 6.76 | 11.37 | 9.11 |
| Yield(%) | 0.00 | 2.26 | 2.72 | 2.28 | 3.12 | 4.41 | 3.31 | … | … | 0.56 | 2.31 | 2.35 | 2.44 | 2.04 | 2.29 | 2.36 | 2.58 | 2.33 | 2.11 | 1.61 | 1.96 | 1.90 | 2.03 | 2.18 | 2.00 |
Data as of 06/04/2026, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMVAX (VANGUARD MID-CAP VALUE INDEX FUND ADMIRAL SHARES) |
-5.13%
Mar 2017 – Mar 2020 |
-0.25%
Mar 2015 – Mar 2020 |
7.45%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMVAX (VANGUARD MID-CAP VALUE INDEX FUND ADMIRAL SHARES) |
22.43%
May 2012 – May 2015 |
17.24%
Mar 2020 – Mar 2025 |
13.50%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart