Vanguard Mid Cap Index Fund (VIMSX)
The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Index, a broadly diversified index of stocks of mid-size U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Fund Info
| ISIN | US9229088433 |
|---|---|
| CUSIP | 922908843 |
| Issuer | Vanguard |
| Inception Date | May 21, 1998 |
| Category | Mid Cap Blend Equities |
| Min. Investment | $3,000 |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
VIMSX has an expense ratio of 0.17%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: VIMSX vs. TISCX, VIMSX vs. VO, VIMSX vs. VOO, VIMSX vs. VYM, VIMSX vs. VMVAX, VIMSX vs. QQQ, VIMSX vs. VSMAX, VIMSX vs. POAGX, VIMSX vs. VSEQX, VIMSX vs. SCHD
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard Mid Cap Index Fund, 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 had a return of 11.94% year-to-date (YTD) and 22.06% in the last 12 months. Over the past 10 years, Vanguard Mid Cap Index Fund had an annualized return of 9.56%, while the S&P 500 had an annualized return of 10.85%, indicating that Vanguard Mid Cap Index Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.94% | 17.79% |
| 1 month | 2.14% | 0.18% |
| 6 months | 5.67% | 7.53% |
| 1 year | 22.06% | 26.42% |
| 5 years (annualized) | 10.47% | 13.48% |
| 10 years (annualized) | 9.56% | 10.85% |
Monthly Returns
The table below presents the monthly returns of VIMSX, 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 | -1.50% | 5.02% | 4.24% | -4.76% | 2.74% | -0.63% | 4.01% | 2.52% | 11.94% | ||||
| 2023 | 7.94% | -2.71% | -1.12% | -0.76% | -2.66% | 8.43% | 3.51% | -3.60% | -4.89% | -4.75% | 9.99% | 7.11% | 15.81% |
| 2022 | -7.87% | -1.00% | 2.67% | -8.05% | -0.33% | -9.41% | 9.60% | -2.97% | -9.88% | 8.51% | 6.12% | -5.36% | -18.80% |
| 2021 | -0.53% | 5.25% | 2.36% | 4.82% | 0.81% | 1.79% | 1.28% | 3.00% | -4.17% | 6.61% | -2.52% | 3.88% | 24.37% |
| 2020 | -0.25% | -8.76% | -18.45% | 14.41% | 7.10% | 1.94% | 6.46% | 3.15% | -1.73% | -0.10% | 13.44% | 4.11% | 18.04% |
| 2019 | 10.55% | 4.22% | 1.30% | 3.74% | -6.06% | 7.07% | 1.31% | -2.72% | 2.06% | 1.07% | 3.22% | 2.40% | 30.85% |
| 2018 | 4.33% | -4.06% | -0.11% | -0.17% | 1.76% | 0.93% | 2.56% | 2.52% | -0.48% | -8.41% | 2.39% | -9.88% | -9.35% |
| 2017 | 2.98% | 3.08% | 0.01% | 1.16% | 0.91% | 0.64% | 1.72% | -0.58% | 2.25% | 1.44% | 3.14% | 0.94% | 19.12% |
| 2016 | -7.47% | 1.22% | 7.98% | 0.51% | 1.86% | -0.10% | 4.63% | 0.14% | 0.37% | -3.08% | 4.67% | 0.65% | 11.07% |
| 2015 | -1.99% | 6.02% | 0.30% | -0.40% | 1.03% | -1.81% | 1.24% | -5.12% | -3.71% | 6.00% | 0.27% | -2.66% | -1.46% |
| 2014 | -2.33% | 6.00% | -0.31% | -0.84% | 2.31% | 2.99% | -2.53% | 4.72% | -3.21% | 3.44% | 2.81% | 0.27% | 13.61% |
| 2013 | 6.72% | 1.33% | 4.38% | 1.70% | 1.82% | -1.18% | 5.63% | -2.52% | 4.53% | 3.37% | 2.01% | 2.99% | 35.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VIMSX is 41, 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Mid Cap Index Fund (VIMSX) 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 granted a 1.38% dividend yield in the last twelve months. The annual payout for that period amounted to $0.97 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.97 | $0.89 | $0.81 | $0.70 | $0.76 | $0.67 | $0.63 | $0.52 | $0.48 | $0.44 | $0.38 | $0.31 |
Dividend yield | 1.38% | 1.40% | 1.46% | 1.00% | 1.34% | 1.37% | 1.68% | 1.24% | 1.34% | 1.33% | 1.14% | 1.03% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Mid Cap Index Fund. 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 | $0.24 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.47 | |||
| 2023 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.30 | $0.89 |
| 2022 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.29 | $0.81 |
| 2021 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.23 | $0.70 |
| 2020 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.24 | $0.76 |
| 2019 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.25 | $0.67 |
| 2018 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.17 | $0.63 |
| 2017 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.17 | $0.52 |
| 2016 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.17 | $0.48 |
| 2015 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.16 | $0.44 |
| 2014 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.38 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Mid Cap Index Fund. 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 was 58.96%, occurring on Mar 9, 2009. Recovery took 488 trading sessions.
The current Vanguard Mid Cap Index Fund drawdown is 0.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.96% | Jul 16, 2007 | 415 | Mar 9, 2009 | 488 | Feb 11, 2011 | 903 |
| -39.3% | Feb 21, 2020 | 22 | Mar 23, 2020 | 114 | Sep 2, 2020 | 136 |
| -31.95% | Apr 18, 2002 | 121 | Oct 9, 2002 | 268 | Nov 3, 2003 | 389 |
| -27.63% | Nov 17, 2021 | 229 | Oct 14, 2022 | 438 | Jul 16, 2024 | 667 |
| -26.02% | Jul 21, 1998 | 58 | Oct 8, 1998 | 57 | Dec 28, 1998 | 115 |
Volatility
Volatility Chart
The current Vanguard Mid Cap Index Fund volatility is 3.48%, 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.