- ISIN
- US9229088433
- CUSIP
- 922908843
- Issuer
- Vanguard
- Inception Date
- May 21, 1998
- Category
- Mid Cap Blend Equities
- Min. Investment
- $3,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
VIMSX Performance Chart
Vanguard Mid Cap Index Fund (VIMSX) is up 10.5% since the beginning of the year. VIMSX is currently trading at $87 per share. Investors who bought $1,000 worth of VIMSX shares 5 years ago would now be looking at an investment worth $1,461.
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Returns By Period
Vanguard Mid Cap Index Fund (VIMSX) has returned 10.48% so far this year and 18.59% over the past 12 months. Over the last ten years, VIMSX has returned 11.40% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.
Vanguard Mid Cap Index Fund
- 1D
- 0.90%
- 1M
- 3.66%
- YTD
- 10.48%
- 6M
- 10.13%
- 1Y
- 18.59%
- 3Y*
- 16.52%
- 5Y*
- 7.88%
- 10Y*
- 11.40%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
VIMSX Monthly Returns History
Based on dividend-adjusted daily data since May 21, 1998, VIMSX's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, an investment would double in approximately 6.2 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +14.4%, while the worst month was Oct 2008 at -21.9%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.
On a daily basis, VIMSX closed higher 53% of trading days. The best single day was Nov 11, 2003 with a return of +11.8%, while the worst single day was Mar 16, 2020 at -12.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.08% | 3.35% | -5.84% | 7.70% | 2.04% | 1.21% | 10.48% | ||||||
| 2025 | 4.43% | -1.89% | -4.36% | -0.95% | 5.48% | 4.01% | 2.00% | 1.53% | 1.60% | -0.99% | 0.44% | -0.30% | 11.08% |
| 2024 | -1.99% | 5.02% | 4.24% | -4.76% | 2.74% | -0.63% | 4.01% | 2.52% | 2.52% | -0.44% | 8.28% | -6.85% | 14.52% |
| 2023 | 7.94% | -2.71% | -1.12% | -0.76% | -2.66% | 8.43% | 3.51% | -3.60% | -4.89% | -4.75% | 9.99% | 7.65% | 16.40% |
| 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% | 24.36% |
Benchmark Metrics
Vanguard Mid Cap Index Fund has an annualized alpha of 3.00%, beta of 1.02, and R2 of 0.87 versus S&P 500 Index. Calculated based on daily prices since May 22, 1998.
- This fund captured 113.64% of S&P 500 Index gains but only 99.82% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 3.00% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.02 and R2 of 0.87, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 3.00%
- Beta
- 1.02
- R²
- 0.87
- Upside Capture
- 113.64%
- Downside Capture
- 99.82%
Expense Ratio
VIMSX has an expense ratio of 0.17%, which is considered low.
Return for Risk
Risk / Return Rank
VIMSX ranks 35 for risk / return — below 35% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Vanguard Mid Cap Index Fund (VIMSX) and compare them to S&P 500 Index.
| VIMSX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.64 | ||
| Sortino ratioReturn per unit of downside risk | -0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.41 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.42 | 2.93 | -0.51 |
| Martin ratioReturn relative to average drawdown | 9.19 | 13.52 | -4.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Vanguard Mid Cap Index Fund provided a 1.23% dividend yield over the last twelve months, with an annual payout of $1.08 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.08 | $0.81 | $0.99 | $0.89 | $0.81 | $0.70 | $0.76 | $0.67 | $0.63 | $0.52 | $0.48 | $0.44 |
Dividend yield | 1.23% | 1.03% | 1.37% | 1.39% | 1.46% | 1.00% | 1.34% | 1.37% | 1.68% | 1.24% | 1.34% | 1.33% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.26 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.29 | $0.81 |
| 2024 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.28 | $0.99 |
| 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 |
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.
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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.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -58.96%Mar 2009 | 1y 7mo | 1y 11mo | 3y 7moJul 2007 - Feb 2011 |
COVID crash2020 | -39.29%Mar 2020 | 1mo 1d | 5mo 13d | 6mo 14dFeb 2020 - Sep 2020 |
Dot-com crash2000–2002 | -31.95%Oct 2002 | 5mo 24d | 1y 25d | 1y 6moApr 2002 - Nov 2003 |
Bear market2022 | -27.63%Oct 2022 | 11mo 1d | 1y 9mo | 2y 8moNov 2021 - Jul 2024 |
1998 bear market1998 | -26.02%Oct 1998 | 2mo 19d | 2mo 21d | 5mo 10dJul 1998 - Dec 1998 |
Drawdown Indicators
| VIMSX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.96% | -56.78% | -2.18% |
Max Drawdown (1Y)Largest decline over 1 year | -8.14% | -9.10% | +0.96% |
Max Drawdown (3Y)Largest decline over 3 years | -19.31% | -18.90% | -0.41% |
Max Drawdown (5Y)Largest decline over 5 years | -27.63% | -25.43% | -2.20% |
Max Drawdown (10Y)Largest decline over 10 years | -39.29% | -33.92% | -5.37% |
Current DrawdownCurrent decline from peak | 0.00% | -0.74% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -8.07% | -10.72% | +2.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.14% | 1.97% | +0.17% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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