Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares (VMFGX)
Fund Info
US9219328518
921932851
Mar 28, 2011
North America (U.S.)
$5,000,000
Mid-Cap
Growth
Expense Ratio
VMFGX has an expense ratio of 0.08%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares (VMFGX) returned -5.03% year-to-date (YTD) and -3.26% over the past 12 months. Over the past 10 years, VMFGX returned 8.60% annually, underperforming the S&P 500 benchmark at 10.46%.
VMFGX
-5.03%
10.78%
-10.48%
-3.26%
11.57%
8.60%
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
Monthly Returns
The table below presents the monthly returns of VMFGX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.75% | -5.58% | -6.45% | -0.17% | 3.81% | -5.03% | |||||||
| 2024 | -0.37% | 9.70% | 5.76% | -6.00% | 4.11% | -1.29% | 4.22% | -0.75% | 1.14% | -1.34% | 8.76% | -7.57% | 15.86% |
| 2023 | 7.12% | -0.83% | -1.13% | -0.52% | -2.79% | 8.70% | 3.79% | -2.09% | -4.81% | -4.87% | 7.59% | 7.41% | 17.42% |
| 2022 | -10.39% | 0.96% | 0.52% | -7.63% | -0.76% | -9.98% | 12.70% | -3.37% | -8.84% | 9.43% | 5.74% | -6.04% | -18.99% |
| 2021 | 1.84% | 4.10% | 2.39% | 4.15% | -1.75% | 1.07% | 0.95% | 1.44% | -4.27% | 7.56% | -3.57% | 4.11% | 18.83% |
| 2020 | -1.22% | -8.46% | -16.78% | 14.03% | 8.90% | 1.37% | 6.07% | 3.28% | -2.38% | 1.16% | 12.46% | 6.38% | 22.61% |
| 2019 | 9.30% | 4.52% | 0.60% | 3.32% | -6.37% | 7.03% | 1.26% | -3.09% | 1.28% | 0.92% | 3.16% | 2.49% | 26.20% |
| 2018 | 4.34% | -3.86% | 1.02% | -1.12% | 4.02% | 0.42% | 1.38% | 3.80% | -1.23% | -10.18% | 3.35% | -11.28% | -10.39% |
| 2017 | 1.94% | 3.18% | -0.10% | 1.62% | 0.46% | 1.14% | 0.80% | -1.02% | 3.41% | 3.46% | 3.64% | -0.13% | 19.87% |
| 2016 | -5.83% | 0.59% | 6.88% | 0.68% | 3.28% | 0.34% | 4.51% | 0.61% | -1.37% | -3.33% | 5.79% | 2.39% | 14.71% |
| 2015 | 0.55% | 4.47% | 2.37% | -2.56% | 2.59% | -0.92% | 2.34% | -6.56% | -2.72% | 5.17% | 1.25% | -3.35% | 1.96% |
| 2014 | -2.57% | 5.30% | -0.46% | -2.83% | 1.86% | 3.94% | -4.21% | 4.89% | -3.75% | 3.07% | 2.43% | 0.23% | 7.51% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VMFGX is 15, meaning it’s performing worse than 85% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares (VMFGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares provided a 0.88% dividend yield over the last twelve months, with an annual payout of $3.77 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.77 | $3.77 | $4.75 | $3.79 | $2.24 | $2.80 | $3.58 | $2.77 | $2.48 | $2.55 | $2.24 | $1.77 |
Dividend yield | 0.88% | 0.84% | 1.21% | 1.12% | 0.53% | 0.79% | 1.22% | 1.18% | 0.93% | 1.14% | 1.14% | 0.91% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.77 | $3.77 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.75 | $4.75 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.79 | $3.79 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.24 | $2.24 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.80 | $2.80 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.58 | $3.58 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.77 | $2.77 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.48 | $2.48 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.55 | $2.55 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.24 | $2.24 |
| 2014 | $1.77 | $1.77 |
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 S&P Mid-Cap 400 Growth Index Fund Institutional 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 S&P Mid-Cap 400 Growth Index Fund Institutional Shares was 39.15%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares drawdown is 12.83%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.15% | Feb 21, 2020 | 22 | Mar 23, 2020 | 99 | Aug 12, 2020 | 121 |
| -29.25% | Nov 17, 2021 | 146 | Jun 16, 2022 | 427 | Feb 29, 2024 | 573 |
| -25.69% | Jul 8, 2011 | 61 | Oct 3, 2011 | 238 | Sep 13, 2012 | 299 |
| -25.45% | Nov 26, 2024 | 90 | Apr 8, 2025 | — | — | — |
| -23.89% | Sep 17, 2018 | 69 | Dec 24, 2018 | 234 | Nov 27, 2019 | 303 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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