Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VMVIX (VANGUARD MID-CAP VALUE INDEX FUND INVESTOR SHARES) | 11.73% | 24.28% | 16.85% | 8.50% | 10.43% | 11.05% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/25/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMVIX (VANGUARD MID-CAP VALUE INDEX FUND INVESTOR SHARES) | 08/25/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.27 | 24.28 | 16.85 | 8.50 | 10.43 | 11.05 | NA | … | … | 11.73 | 11.91 | 13.90 | 9.59 | -8.00 | 28.60 | 2.34 | 27.86 | -12.55 | 16.91 | 15.11 | -1.91 | 13.84 | 37.42 | 15.91 | -0.44 | 21.63 | 37.61 | -36.64 | -4.37 | 12.52 |
| Sharpe Ratio | NA | 1.78 | 1.00 | 0.37 | 0.46 | NA | NA | … | … | 2.02 | 0.55 | 0.87 | 0.40 | -0.44 | 1.86 | 0.05 | 2.14 | -0.93 | 2.02 | 0.98 | -0.13 | 1.20 | 3.06 | 1.14 | -0.02 | 1.00 | 1.05 | -0.85 | -0.46 | 4.74 |
| Standard Deviation(%) | NA | 11.42 | 13.79 | 16.02 | 18.92 | NA | NA | … | … | 12.05 | 16.36 | 11.78 | 14.87 | 21.70 | 15.35 | 40.40 | 12.33 | 15.06 | 8.10 | 15.24 | 15.15 | 11.53 | 12.20 | 13.99 | 26.26 | 21.51 | 35.84 | 44.06 | 16.55 | 7.84 |
| Draw Down(%) | NA | 6.96 | 18.44 | 19.81 | 43.08 | NA | NA | … | … | 6.96 | 15.02 | 8.64 | 14.27 | 19.81 | 6.84 | 43.08 | 7.17 | 21.59 | 3.33 | 12.40 | 11.92 | 8.46 | 6.79 | 11.41 | 24.12 | 17.24 | 32.60 | 52.31 | 17.09 | 1.62 |
| Yield(%) | 0.00 | 2.13 | 2.57 | 2.16 | 3.00 | 4.05 | 3.71 | … | … | 0.52 | 2.18 | 2.22 | 2.32 | 1.93 | 2.15 | 2.25 | 2.44 | 2.21 | 1.99 | 2.06 | 1.84 | 1.72 | 1.85 | 2.02 | 1.98 | 2.11 | 2.42 | 1.65 | 1.84 | 0.70 |
Data as of 06/04/2026, Common starting date is 08/25/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMVIX (VANGUARD MID-CAP VALUE INDEX FUND INVESTOR SHARES) |
-8.54%
Jun 2007 – Jun 2010 |
-1.35%
May 2007 – May 2012 |
7.01%
May 2007 – May 2017 |
7.20%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMVIX (VANGUARD MID-CAP VALUE INDEX FUND INVESTOR SHARES) |
31.50%
Feb 2009 – Feb 2012 |
27.84%
Feb 2009 – Feb 2014 |
17.39%
Feb 2009 – Feb 2019 |
14.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart