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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


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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 $41,927 for a total return of roughly 319.27%. 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

PeriodReturnBenchmark
YTD-4.20%-3.97%
1M-0.13%-0.94%
6M6.45%7.48%
1Y13.61%21.47%
5Y11.74%15.05%
10Y12.99%13.33%

IVOOMonthly Returns Heatmap


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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 0.96. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

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 1.19% dividend yield in the last twelve months, as of Jan 19, 2022. The annual payout for that period amounted to $2.18 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$2.18$2.18$1.91$2.07$1.75$1.56$1.52$1.36$1.23$0.83$0.73$0.48$0.18

Dividend yield

1.19%1.14%1.25%1.53%1.63%1.29%1.46%1.57%1.39%1.03%1.20%0.93%0.34%

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, 2011107Oct 3, 2011113Mar 19, 2012220
-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%Jul 2, 201472Oct 13, 201428Nov 20, 2014100
-9.67%Jan 29, 20189Feb 8, 201881Jun 6, 201890
-8.46%Nov 17, 202110Dec 1, 2021
-7.62%Sep 17, 201242Nov 15, 201222Dec 18, 201264
-7.11%May 22, 201323Jun 24, 201312Jul 11, 201335

IVOOVolatility Chart

Current Vanguard S&P Mid-Cap 400 ETF volatility is 17.08%. 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)

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