Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX)
Fund Info
| ISIN | US9229086452 |
|---|---|
| CUSIP | 922908645 |
| Issuer | Vanguard |
| Inception Date | Nov 12, 2001 |
| Region | North America (U.S.) |
| Category | Mid Cap Blend Equities |
| ETF Home Page | advisors.vanguard.com |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
The Vanguard Mid-Cap Index Fund Admiral Shares has an expense ratio of 0.05% which is considered to be low.
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in Vanguard Mid-Cap Index Fund Admiral Shares, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Return
Vanguard Mid-Cap Index Fund Admiral Shares had a return of 10.03% year-to-date (YTD) and 3.83% in the last 12 months. Over the past 10 years, Vanguard Mid-Cap Index Fund Admiral Shares had an annualized return of 9.21%, while the S&P 500 had an annualized return of 9.87%, indicating that Vanguard Mid-Cap Index Fund Admiral Shares did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.03% | 19.67% |
| 1 month | 11.33% | 8.42% |
| 6 months | 6.36% | 7.29% |
| 1 year | 3.83% | 12.71% |
| 5 years (annualized) | 9.23% | 10.75% |
| 10 years (annualized) | 9.21% | 9.87% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -2.64% | 8.42% | 3.54% | -3.59% | -4.89% | -4.73% | 10.01% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 0.26 | ||||
^GSPC S&P 500 | 0.91 |
Dividend History
Vanguard Mid-Cap Index Fund Admiral Shares granted a 1.56% dividend yield in the last twelve months. The annual payout for that period amounted to $4.27 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.27 | $4.02 | $3.51 | $3.69 | $3.25 | $3.11 | $2.59 | $2.36 | $2.18 | $1.97 | $1.60 | $1.44 |
Dividend yield | 1.56% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% | 1.17% | 1.41% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Mid-Cap Index Fund Admiral Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.94 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.96 | $0.00 | $0.00 | |
| 2022 | $0.00 | $0.00 | $0.92 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.99 | $0.00 | $0.00 | $1.38 |
| 2021 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.85 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $1.13 |
| 2020 | $0.00 | $0.00 | $0.91 | $0.00 | $0.00 | $0.81 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $1.15 |
| 2019 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $1.22 |
| 2018 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.84 |
| 2017 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.80 |
| 2016 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.80 |
| 2015 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.40 | $0.00 | $0.00 | $0.75 |
| 2014 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.94 |
| 2013 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.58 |
| 2012 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.43 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Mid-Cap Index Fund Admiral Shares. 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 Mid-Cap Index Fund Admiral Shares was 58.88%, occurring on Mar 9, 2009. Recovery took 485 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.88% | Jul 16, 2007 | 415 | Mar 9, 2009 | 485 | Feb 8, 2011 | 900 |
| -39.31% | Feb 21, 2020 | 22 | Mar 23, 2020 | 114 | Sep 2, 2020 | 136 |
| -31.9% | Apr 17, 2002 | 122 | Oct 9, 2002 | 268 | Nov 3, 2003 | 390 |
| -27.55% | Nov 17, 2021 | 229 | Oct 14, 2022 | — | — | — |
| -24.61% | Jul 8, 2011 | 61 | Oct 3, 2011 | 111 | Mar 13, 2012 | 172 |
Volatility Chart
The current Vanguard Mid-Cap Index Fund Admiral Shares volatility is 4.30%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.