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ISIN
US9219377283
CUSIP
921937728
Issuer
Vanguard
Inception Date
Sep 27, 2011
Region
North America (U.S.)
Min. Investment
$3,000
Index Tracked
CRSP US Mid Cap Growth Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Growth
Assets Under Management
$34B

Share Price Chart


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Performance

VMGMX Performance Chart

Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) is up 9.9% since the beginning of the year. VMGMX is currently trading at $132 per share. Investors who bought $1,000 worth of VMGMX shares 5 years ago would now be looking at an investment worth $1,387.


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S&P 500 Index

Returns By Period

Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) has returned 9.87% so far this year and 13.05% over the past 12 months. Over the last ten years, VMGMX has returned 12.41% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Vanguard Mid-Cap Growth Index Fund Admiral Shares

1D
1.61%
1M
5.07%
YTD
9.87%
6M
7.57%
1Y
13.05%
3Y*
15.58%
5Y*
6.76%
10Y*
12.41%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VMGMX Monthly Returns History

Based on dividend-adjusted daily data since Sep 27, 2011, VMGMX's average daily return is +0.06%, while the average monthly return is +1.12%. At this rate, an investment would double in approximately 5.2 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +15.9%, while the worst month was Mar 2020 at -15.1%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 4 months.

On a daily basis, VMGMX closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +10.5%, while the worst single day was Mar 16, 2020 at -13.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.92%0.73%-7.43%10.57%4.95%2.48%9.87%
20256.63%-4.05%-5.64%1.74%7.91%6.03%2.41%-0.71%1.70%-0.55%-2.90%-1.37%10.69%
2024-2.10%6.08%2.90%-5.12%2.23%0.49%1.69%1.90%2.53%0.31%10.85%-6.02%15.65%
20238.93%-1.78%1.63%-2.26%0.10%8.03%3.33%-3.31%-5.19%-5.91%11.49%8.52%23.93%
2022-12.82%-1.29%1.88%-11.45%-3.17%-8.09%11.82%-3.37%-9.84%6.72%5.73%-6.33%-28.84%
2021-0.84%3.28%-1.14%5.03%-0.60%5.61%2.03%2.89%-4.59%8.71%-2.76%1.93%20.48%

Benchmark Metrics

Vanguard Mid-Cap Growth Index Fund Admiral Shares has an annualized alpha of -1.42%, beta of 1.09, and R2 of 0.87 versus S&P 500 Index. Calculated based on daily prices since September 27, 2011.

  • This fund participated in 106.67% of S&P 500 Index downside but only 102.13% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 1.09 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
-1.42%
Beta
1.09
0.87
Upside Capture
102.13%
Downside Capture
106.67%

Expense Ratio

VMGMX has an expense ratio of 0.07%, which is considered low.


Return for Risk

Risk / Return Rank

VMGMX ranks 10 for risk / return — in the bottom 10% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


VMGMX Risk / Return Rank: 1010
Overall Rank
VMGMX Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
VMGMX Sortino Ratio Rank: 1010
Sortino Ratio Rank
VMGMX Omega Ratio Rank: 1010
Omega Ratio Rank
VMGMX Calmar Ratio Rank: 99
Calmar Ratio Rank
VMGMX Martin Ratio Rank: 99
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VMGMXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.24

Sortino ratioReturn per unit of downside risk

-1.57

Omega ratioGain probability vs. loss probability

1.14

1.37

-0.23

Calmar ratioReturn relative to maximum drawdown

0.83

2.78

-1.95

Martin ratioReturn relative to average drawdown

2.48

12.44

-9.95

Dividends

Dividend History

Vanguard Mid-Cap Growth Index Fund Admiral Shares provided a 0.60% dividend yield over the last twelve months, with an annual payout of $0.79 per share. The fund has been increasing its distributions for 4 consecutive years.


0.30%0.40%0.50%0.60%0.70%0.80%$0.00$0.20$0.40$0.60$0.8020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.79$0.77$0.73$0.67$0.60$0.37$0.51$0.54$0.43$0.40$0.37$0.35

Dividend yield

0.60%0.64%0.67%0.71%0.78%0.34%0.56%0.78%0.84%0.72%0.81%0.82%

Monthly Dividends

The table displays the monthly dividend distributions for Vanguard Mid-Cap Growth Index Fund Admiral Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.22$0.00$0.00$0.00$0.22
2025$0.00$0.00$0.19$0.00$0.00$0.18$0.00$0.00$0.19$0.00$0.00$0.21$0.77
2024$0.00$0.00$0.18$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.22$0.73
2023$0.00$0.00$0.16$0.00$0.00$0.14$0.00$0.00$0.13$0.00$0.00$0.24$0.67
2022$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.16$0.00$0.00$0.18$0.60
2021$0.00$0.00$0.08$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.14$0.37

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 Growth Index Fund Admiral 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 Mid-Cap Growth Index Fund Admiral Shares was 37.17%, occurring on Oct 14, 2022. Recovery took 520 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-37.17%Oct 2022
11mo 1d2y 26d
2y 11moNov 2021 - Nov 2024
COVID crash2020
-36.03%Mar 2020
1mo 2d3mo 17d
4mo 19dFeb 2020 - Jul 2020
Rate-hike selloffLate 2018
-21.83%Dec 2018
3mo 8d2mo 27d
6mo 5dSep 2018 - Mar 2019
2016 bear market2016
-21.75%Feb 2016
7mo 23d11mo
1y 6moJun 2015 - Jan 2017
2025 selloff2025
-21.65%Apr 2025
1mo 26d2mo 17d
4mo 13dFeb 2025 - Jun 2025

Drawdown Indicators


VMGMXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-37.17%

-56.78%

+19.61%

Max Drawdown (1Y)

Largest decline over 1 year

-15.95%

-9.10%

-6.85%

Max Drawdown (3Y)

Largest decline over 3 years

-21.65%

-18.90%

-2.75%

Max Drawdown (5Y)

Largest decline over 5 years

-37.17%

-25.43%

-11.74%

Max Drawdown (10Y)

Largest decline over 10 years

-37.17%

-33.92%

-3.25%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-7.00%

-10.71%

+3.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.34%

2.03%

+3.31%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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