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Vanguard Mid Cap Index Fund (VIMSX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS9229088433
CUSIP922908843
IssuerVanguard
Inception DateMay 21, 1998
CategoryMid Cap Blend Equities
Min. Investment$3,000
Asset ClassEquity

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.


Expense ratio chart for VIMSX: current value at 0.17% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.17%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


-5.00%0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
11.92%
12.73%
VIMSX (Vanguard Mid Cap Index Fund)
Benchmark (^GSPC)

Returns By Period

Vanguard Mid Cap Index Fund had a return of 20.25% year-to-date (YTD) and 36.06% in the last 12 months. Over the past 10 years, Vanguard Mid Cap Index Fund had an annualized return of 10.13%, while the S&P 500 had an annualized return of 11.39%, indicating that Vanguard Mid Cap Index Fund did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date20.25%25.45%
1 month3.79%2.91%
6 months13.14%14.05%
1 year36.06%35.64%
5 years (annualized)11.60%14.13%
10 years (annualized)10.13%11.39%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.50%5.02%4.24%-4.76%2.74%-0.63%4.01%2.52%2.52%-0.44%20.25%
20237.94%-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%-2.53%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%
201910.55%4.22%1.30%3.74%-6.06%7.07%1.31%-2.72%2.06%1.07%3.22%2.40%30.85%
20184.33%-4.06%-0.11%-0.17%1.76%0.93%2.56%2.52%-0.48%-8.41%2.39%-9.88%-9.35%
20172.98%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%
20136.72%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 risk-adjusted rank of VIMSX is 77, placing it in the top 23% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of VIMSX is 7777
Combined Rank
The Sharpe Ratio Rank of VIMSX is 8282Sharpe Ratio Rank
The Sortino Ratio Rank of VIMSX is 7979Sortino Ratio Rank
The Omega Ratio Rank of VIMSX is 7070Omega Ratio Rank
The Calmar Ratio Rank of VIMSX is 7272Calmar Ratio Rank
The Martin Ratio Rank of VIMSX is 8080Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


VIMSX
Sharpe ratio
The chart of Sharpe ratio for VIMSX, currently valued at 2.84, compared to the broader market0.002.004.002.84
Sortino ratio
The chart of Sortino ratio for VIMSX, currently valued at 3.94, compared to the broader market0.005.0010.003.94
Omega ratio
The chart of Omega ratio for VIMSX, currently valued at 1.50, compared to the broader market1.002.003.004.001.50
Calmar ratio
The chart of Calmar ratio for VIMSX, currently valued at 1.93, compared to the broader market0.005.0010.0015.0020.0025.001.93
Martin ratio
The chart of Martin ratio for VIMSX, currently valued at 17.56, compared to the broader market0.0020.0040.0060.0080.00100.0017.56
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.90, compared to the broader market0.002.004.002.90
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.87, compared to the broader market0.005.0010.003.87
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.54, compared to the broader market1.002.003.004.001.54
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.19, compared to the broader market0.005.0010.0015.0020.0025.004.19
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.72, compared to the broader market0.0020.0040.0060.0080.00100.0018.72

Sharpe Ratio

The current Vanguard Mid Cap Index Fund Sharpe ratio is 2.84. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Vanguard Mid Cap Index Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
2.84
2.90
VIMSX (Vanguard Mid Cap Index Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Vanguard Mid Cap Index Fund provided a 1.34% dividend yield over the last twelve months, with an annual payout of $1.01 per share. The fund has been increasing its distributions for 2 consecutive years.


1.00%1.10%1.20%1.30%1.40%1.50%1.60%1.70%$0.00$0.20$0.40$0.60$0.8020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.01$0.89$0.81$0.70$0.76$0.67$0.63$0.52$0.48$0.44$0.38$0.31

Dividend yield

1.34%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.24$0.00$0.00$0.23$0.00$0.00$0.24$0.00$0.00$0.71
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$0.14$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.


-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-0.64%
-0.29%
VIMSX (Vanguard Mid Cap Index Fund)
Benchmark (^GSPC)

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 0.64%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.96%Jul 16, 2007415Mar 9, 2009488Feb 11, 2011903
-39.3%Feb 21, 202022Mar 23, 2020114Sep 2, 2020136
-31.95%Apr 18, 2002121Oct 9, 2002268Nov 3, 2003389
-27.63%Nov 17, 2021229Oct 14, 2022438Jul 16, 2024667
-26.02%Jul 21, 199858Oct 8, 199857Dec 28, 1998115

Volatility

Volatility Chart

The current Vanguard Mid Cap Index Fund volatility is 3.82%, 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.


2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
3.82%
3.86%
VIMSX (Vanguard Mid Cap Index Fund)
Benchmark (^GSPC)