Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares (VMFGX)
Fund Info
| ISIN | US9219328518 |
|---|---|
| CUSIP | 921932851 |
| Issuer | Vanguard |
| Inception Date | Mar 28, 2011 |
| Region | North America (U.S.) |
| Category | Mid Cap Growth Equities |
| Min. Investment | $5,000,000 |
| Home Page | advisors.vanguard.com |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
VMFGX has an expense ratio of 0.08% 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 S&P Mid-Cap 400 Growth Index Fund Institutional 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 S&P Mid-Cap 400 Growth Index Fund Institutional Shares had a return of 11.23% year-to-date (YTD) and 28.31% in the last 12 months. Over the past 10 years, Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares had an annualized return of 10.27%, which was very close to the S&P 500 benchmark's annualized return of 10.64%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.23% | 7.50% |
| 1 month | -2.43% | -1.61% |
| 6 months | 23.32% | 17.65% |
| 1 year | 28.31% | 26.26% |
| 5 years (annualized) | 10.25% | 11.73% |
| 10 years (annualized) | 10.27% | 10.64% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.37% | 9.70% | 5.76% | -6.00% | ||||||||
| 2023 | -4.87% | 7.59% | 7.42% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VMFGX is 71, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares(VMFGX)
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.
Dividends
Dividend History
Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares granted a 1.09% dividend yield in the last twelve months. The annual payout for that period amounted to $4.75 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.75 | $4.75 | $3.79 | $2.24 | $2.80 | $3.58 | $2.76 | $2.47 | $2.55 | $2.24 | $1.77 | $1.37 |
Dividend yield | 1.09% | 1.21% | 1.12% | 0.53% | 0.79% | 1.22% | 1.18% | 0.93% | 1.14% | 1.14% | 0.91% | 0.75% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.76 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.47 |
| 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 |
| 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 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.77 |
| 2013 | $1.37 |
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 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 3.77%.
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 |
| -23.89% | Sep 17, 2018 | 69 | Dec 24, 2018 | 234 | Nov 27, 2019 | 303 |
| -18.31% | Aug 18, 2015 | 123 | Feb 11, 2016 | 102 | Jul 8, 2016 | 225 |
Volatility
Volatility Chart
The current Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares volatility is 4.53%, 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.