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 |
| Home Page | advisors.vanguard.com |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
VIMAX has an expense ratio of 0.05% which is considered to be low.
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
Vanguard Mid-Cap Index Fund Admiral Shares had a return of 5.85% year-to-date (YTD) and 21.28% in the last 12 months. Over the past 10 years, Vanguard Mid-Cap Index Fund Admiral Shares had an annualized return of 9.79%, while the S&P 500 had an annualized return of 10.79%, indicating that Vanguard Mid-Cap Index Fund Admiral Shares did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.85% | 9.47% |
| 1 month | 2.19% | 1.91% |
| 6 months | 19.79% | 18.36% |
| 1 year | 21.28% | 26.61% |
| 5 years (annualized) | 10.37% | 12.90% |
| 10 years (annualized) | 9.79% | 10.79% |
Monthly Returns
The table below presents the monthly returns of VIMAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.49% | 5.03% | 4.25% | -4.76% | 5.85% | ||||||||
| 2023 | 7.95% | -2.70% | -1.12% | -0.75% | -2.64% | 8.42% | 3.54% | -3.59% | -4.89% | -4.73% | 10.01% | 7.12% | 15.95% |
| 2022 | -7.86% | -0.99% | 2.69% | -8.05% | -0.32% | -9.40% | 9.61% | -2.97% | -9.88% | 8.52% | 6.15% | -5.35% | -18.70% |
| 2021 | -0.52% | 5.25% | 2.37% | 4.82% | 0.81% | 1.81% | 1.28% | 3.02% | -4.15% | 6.61% | -2.51% | 3.90% | 24.51% |
| 2020 | -0.24% | -8.75% | -18.43% | 14.40% | 7.13% | 1.94% | 6.47% | 3.15% | -1.71% | -0.09% | 13.45% | 4.12% | 18.18% |
| 2019 | 10.56% | 4.23% | 1.32% | 3.75% | -6.06% | 7.07% | 1.32% | -2.72% | 2.07% | 1.10% | 3.22% | 2.42% | 31.03% |
| 2018 | 4.36% | -4.06% | -0.11% | -0.15% | 1.78% | 0.92% | 2.58% | 2.51% | -0.47% | -8.39% | 2.41% | -9.89% | -9.24% |
| 2017 | 2.98% | 3.09% | 0.02% | 1.18% | 0.91% | 0.66% | 1.73% | -0.57% | 2.26% | 1.44% | 3.17% | 0.94% | 19.26% |
| 2016 | -7.44% | 1.23% | 7.97% | 0.54% | 1.85% | -0.07% | 4.64% | 0.16% | 0.36% | -3.08% | 4.69% | 0.66% | 11.22% |
| 2015 | -1.97% | 6.02% | 0.34% | -0.41% | 1.06% | -1.81% | 1.25% | -5.12% | -3.67% | 5.97% | 0.28% | -2.66% | -1.35% |
| 2014 | -2.31% | 6.01% | -0.28% | -0.84% | 2.30% | 3.01% | -2.52% | 4.75% | -3.20% | 3.44% | 2.82% | 0.28% | 13.77% |
| 2013 | 6.70% | 1.35% | 4.38% | 1.73% | 1.82% | -1.17% | 5.64% | -2.49% | 4.53% | 3.38% | 2.03% | 2.98% | 35.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VIMAX is 57, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
VIMAX (Vanguard Mid-Cap Index Fund Admiral Shares)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard Mid-Cap Index Fund Admiral Shares granted a 1.52% dividend yield in the last twelve months. The annual payout for that period amounted to $4.62 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.62 | $4.35 | $4.02 | $3.51 | $3.69 | $3.25 | $3.11 | $2.59 | $2.36 | $2.18 | $1.97 | $1.60 |
Dividend yield | 1.52% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% | 1.17% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $1.20 | $0.00 | $0.00 | $1.20 | |||||||
| 2023 | $0.00 | $0.00 | $0.94 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.96 | $0.00 | $0.00 | $1.46 | $4.35 |
| 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 | $4.02 |
| 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 | $3.51 |
| 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 | $3.69 |
| 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 | $3.25 |
| 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 | $3.11 |
| 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 | $2.59 |
| 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 | $2.36 |
| 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 | $2.18 |
| 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 | $1.97 |
| 2013 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.58 | $1.60 |
Drawdowns
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.
The current Vanguard Mid-Cap Index Fund Admiral Shares drawdown is 2.24%.
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% | May 2, 2011 | 108 | Oct 3, 2011 | 111 | Mar 13, 2012 | 219 |
Volatility
Volatility Chart
The current Vanguard Mid-Cap Index Fund Admiral Shares volatility is 3.15%, 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.