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

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Vanguard S&P Mid-Cap 400 ETF (IVOO) is up 14.2% since the beginning of the year. IVOO is currently trading at $127 per share. Investors who bought $1,000 worth of IVOO shares 5 years ago would now be looking at an investment worth $1,488.

Vanguard S&P Mid-Cap 400 ETF (IVOO) has returned 14.15% so far this year and 27.06% over the past 12 months. Over the last ten years, IVOO has returned 11.22% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since Sep 9, 2010, IVOO's average daily return is +0.05%, while the average monthly return is +1.08%. At this rate, an investment would double in approximately 5.4 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +14.4%, while the worst month was Mar 2020 at -20.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IVOO closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +11.2%, while the worst single day was Mar 16, 2020 at -14.5%.

Vanguard S&P Mid-Cap 400 ETF has an annualized alpha of -0.86%, beta of 1.05, and R2 of 0.81 versus S&P 500 Index. Calculated based on daily prices since September 10, 2010.

• This ETF participated in 106.87% of S&P 500 Index downside but only 102.35% of its upside - more exposed to losses than it benefited from rallies.
• With beta of 1.05 and R2 of 0.81, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

IVOO has an expense ratio of 0.10%, which is considered low.

IVOO ranks 54 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 ETF (IVOO) and compare them to S&P 500 Index.

Vanguard S&P Mid-Cap 400 ETF provided a 1.19% dividend yield over the last twelve months, with an annual payout of $1.51 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Vanguard S&P Mid-Cap 400 ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Vanguard S&P Mid-Cap 400 ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Vanguard S&P Mid-Cap 400 ETF was 42.33%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.

The chart below shows the rolling one-month volatility.