VIMAX vs. DDDIX
VIMAX (Vanguard Mid-Cap Index Fund Admiral Shares) and DDDIX (13D Activist Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, VIMAX returned 11.59%/yr vs 10.53%/yr for DDDIX. Their correlation of 0.88 means they have usually moved in the same direction. VIMAX charges 0.05%/yr vs 1.51%/yr for DDDIX.
Performance
VIMAX vs. DDDIX - Performance Comparison
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Returns By Period
In the year-to-date period, VIMAX achieves a 15.03% return, which is significantly lower than DDDIX's 33.32% return. Over the past 10 years, VIMAX has outperformed DDDIX with an annualized return of 11.59%, while DDDIX has yielded a comparatively lower 10.53% annualized return.
VIMAX
- 1D
- 1.33%
- 1M
- 2.43%
- 6M
- 11.99%
- YTD
- 15.03%
- 1Y
- 18.16%
- 3Y*
- 16.04%
- 5Y*
- 8.07%
- 10Y*
- 11.59%
- ALL TIME*
- 10.45%
DDDIX
- 1D
- 1.65%
- 1M
- -0.93%
- 6M
- 35.53%
- YTD
- 33.32%
- 1Y
- 41.46%
- 3Y*
- 14.17%
- 5Y*
- 5.24%
- 10Y*
- 10.53%
- ALL TIME*
- 11.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
DDDIX 13D Activist Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
VIMAX vs. DDDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 15.03% | 11.67% | 14.66% | 16.53% | -18.70% | 24.51% | 18.18% | 31.03% | -9.24% | 19.26% |
DDDIX 13D Activist Fund | 33.32% | 3.05% | 1.67% | 10.86% | -17.53% | 19.62% | 18.92% | 31.79% | -13.43% | 23.76% |
Correlation
The correlation between VIMAX and DDDIX is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2012 | 0.88 |
The correlation between VIMAX and DDDIX shifts across timeframes, from 0.72 (1 year) to 0.88 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VIMAX vs. DDDIX — Risk / Return Rank
VIMAX
DDDIX
VIMAX vs. DDDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and 13D Activist Fund (DDDIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| VIMAX | DDDIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.67 | ||
| Sortino ratioReturn per unit of downside risk | -0.87 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.35 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.16 | 3.88 | -1.73 |
| Martin ratioReturn relative to average drawdown | 8.24 | 12.38 | -4.14 |
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Drawdowns
VIMAX vs. DDDIX - Drawdown Comparison
The maximum VIMAX drawdown since its inception was -58.88%, which is greater than DDDIX's maximum drawdown of -43.82%. Use the drawdown chart below to compare losses from any high point for VIMAX and DDDIX.
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Drawdown Indicators
| VIMAX | DDDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.88% | -43.82% | -15.06% |
Max Drawdown (1Y)Largest decline over 1 year | -8.13% | -10.82% | +2.69% |
Max Drawdown (3Y)Largest decline over 3 years | -18.93% | -28.76% | +9.83% |
Max Drawdown (5Y)Largest decline over 5 years | -27.55% | -28.76% | +1.21% |
Max Drawdown (10Y)Largest decline over 10 years | -39.30% | -43.82% | +4.52% |
Current DrawdownCurrent decline from peak | 0.00% | -0.93% | +0.93% |
Average DrawdownAverage peak-to-trough decline | -8.07% | -7.09% | -0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 3.39% | -1.26% |
Volatility
VIMAX vs. DDDIX - Volatility Comparison
The current volatility for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) is 2.62%, while 13D Activist Fund (DDDIX) has a volatility of 5.27%. This indicates that VIMAX experiences smaller price fluctuations and is considered to be less risky than DDDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIMAX | DDDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.62% | 5.27% | -2.65% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 14.33% | -4.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.61% | 20.36% | -7.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.64% | 20.28% | -2.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.85% | 20.96% | -2.11% |
VIMAX vs. DDDIX - Expense Ratio Comparison
VIMAX has a 0.05% expense ratio, which is lower than DDDIX's 1.51% expense ratio.
Dividends
VIMAX vs. DDDIX - Dividend Comparison
VIMAX's dividend yield for the trailing twelve months is around 1.28%, less than DDDIX's 3.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DDDIX 13D Activist Fund | 3.47% | 4.62% | 5.16% | 3.89% | 9.39% | 9.30% | 6.98% | 6.88% | 5.33% | 1.69% | 0.00% | 0.00% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.28% | 1.51% | 1.48% | 1.50% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% |
Frequently Asked Questions
VIMAX and DDDIX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DDDIX has higher volatility (5.27%) compared to VIMAX (2.62%). In terms of maximum drawdown, VIMAX dropped -58.88% vs DDDIX's -43.82%.
DDDIX currently has the higher Sharpe Ratio (2.07 vs 1.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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