PortfoliosLab logo

Vanguard S&P Mid-Cap 400 ETF

IVOO
ETF · Currency in USD
ISIN
US9219328856
CUSIP
921932885
Issuer
Vanguard
Inception Date
Sep 9, 2010
Region
North America (U.S.)
Category
Small Cap Growth Equities
Expense Ratio
0.10%
Index Tracked
S&P MidCap 400 Index
ETF Home Page
investor.vanguard.com
Asset Class
Equity
Asset Class Size
Small-Cap
Asset Class Style
Blend

IVOOPrice Chart


Click Calculate to get results
S&P 500

IVOOPerformance

The chart shows the growth of $10,000 invested in Vanguard S&P Mid-Cap 400 ETF on Sep 10, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $41,952 for a total return of roughly 319.52%. All prices are adjusted for splits and dividends.


IVOO (Vanguard S&P Mid-Cap 400 ETF)
Benchmark (S&P 500)

IVOOReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M3.81%
YTD19.44%
6M45.31%
1Y74.98%
5Y15.05%
10Y12.37%

IVOOMonthly Returns Heatmap


Click Calculate to get results

IVOOSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Vanguard S&P Mid-Cap 400 ETF Sharpe ratio is 3.32. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


IVOO (Vanguard S&P Mid-Cap 400 ETF)
Benchmark (S&P 500)

IVOODividends

Vanguard S&P Mid-Cap 400 ETF granted a 1.06% dividend yield in the last twelve months, as of Apr 24, 2021. The annual payout for that period amounted to $1.97 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.97$1.92$2.07$1.75$1.56$1.52$1.36$1.23$0.83$0.73$0.48$0.18
Dividend yield
1.06%1.23%1.49%1.56%1.22%1.37%1.45%1.26%0.92%1.07%0.81%0.30%

IVOODrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IVOO (Vanguard S&P Mid-Cap 400 ETF)
Benchmark (S&P 500)

IVOOWorst Drawdowns

The table below shows the maximum drawdowns of the Vanguard S&P Mid-Cap 400 ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Vanguard S&P Mid-Cap 400 ETF is 42.33%, recorded on Mar 23, 2020. It took 161 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-42.33%Feb 21, 202022Mar 23, 2020161Nov 9, 2020183
-26.27%May 2, 2011108Oct 3, 2011115Mar 19, 2012223
-23.23%Aug 30, 201880Dec 24, 2018232Nov 25, 2019312
-19.35%Jun 24, 2015161Feb 11, 2016103Jul 11, 2016264
-11.38%Mar 27, 201248Jun 4, 201266Sep 6, 2012114
-10.54%Sep 3, 201429Oct 13, 201422Nov 12, 201451
-9.67%Jan 29, 20189Feb 8, 201881Jun 6, 201890
-7.62%Sep 17, 201242Nov 15, 201222Dec 18, 201264
-7.12%May 22, 201323Jun 24, 201312Jul 11, 201335
-6.89%Jan 23, 20148Feb 3, 201414Feb 24, 201422

IVOOVolatility Chart

Current Vanguard S&P Mid-Cap 400 ETF volatility is 17.31%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IVOO (Vanguard S&P Mid-Cap 400 ETF)
Benchmark (S&P 500)

Portfolios with Vanguard S&P Mid-Cap 400 ETF


Loading data...

More Tools for Vanguard S&P Mid-Cap 400 ETF