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VMCIX vs. VFIFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VMCIX and VFIFX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.0
Correlation: 0.9

Performance

VMCIX vs. VFIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) and Vanguard Target Retirement 2050 Fund (VFIFX). The values are adjusted to include any dividend payments, if applicable.

250.00%300.00%350.00%400.00%450.00%NovemberDecember2025FebruaryMarchApril
409.05%
260.62%
VMCIX
VFIFX

Key characteristics

Sharpe Ratio

VMCIX:

0.43

VFIFX:

0.64

Sortino Ratio

VMCIX:

0.72

VFIFX:

0.99

Omega Ratio

VMCIX:

1.10

VFIFX:

1.14

Calmar Ratio

VMCIX:

0.41

VFIFX:

0.68

Martin Ratio

VMCIX:

1.58

VFIFX:

3.08

Ulcer Index

VMCIX:

4.91%

VFIFX:

3.20%

Daily Std Dev

VMCIX:

18.23%

VFIFX:

15.35%

Max Drawdown

VMCIX:

-58.86%

VFIFX:

-51.68%

Current Drawdown

VMCIX:

-10.04%

VFIFX:

-5.25%

Returns By Period

In the year-to-date period, VMCIX achieves a -3.45% return, which is significantly lower than VFIFX's -0.50% return. Over the past 10 years, VMCIX has outperformed VFIFX with an annualized return of 8.65%, while VFIFX has yielded a comparatively lower 6.90% annualized return.


VMCIX

YTD

-3.45%

1M

-3.25%

6M

-3.50%

1Y

7.48%

5Y*

13.49%

10Y*

8.65%

VFIFX

YTD

-0.50%

1M

-1.49%

6M

-0.95%

1Y

10.29%

5Y*

9.96%

10Y*

6.90%

*Annualized

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VMCIX vs. VFIFX - Expense Ratio Comparison

VMCIX has a 0.04% expense ratio, which is lower than VFIFX's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Expense ratio chart for VFIFX: current value is 0.08%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VFIFX: 0.08%
Expense ratio chart for VMCIX: current value is 0.04%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VMCIX: 0.04%

Risk-Adjusted Performance

VMCIX vs. VFIFX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VMCIX
The Risk-Adjusted Performance Rank of VMCIX is 5151
Overall Rank
The Sharpe Ratio Rank of VMCIX is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of VMCIX is 5151
Sortino Ratio Rank
The Omega Ratio Rank of VMCIX is 5050
Omega Ratio Rank
The Calmar Ratio Rank of VMCIX is 5656
Calmar Ratio Rank
The Martin Ratio Rank of VMCIX is 5151
Martin Ratio Rank

VFIFX
The Risk-Adjusted Performance Rank of VFIFX is 6868
Overall Rank
The Sharpe Ratio Rank of VFIFX is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of VFIFX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of VFIFX is 6565
Omega Ratio Rank
The Calmar Ratio Rank of VFIFX is 7575
Calmar Ratio Rank
The Martin Ratio Rank of VFIFX is 7272
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VMCIX vs. VFIFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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.


The chart of Sharpe ratio for VMCIX, currently valued at 0.43, compared to the broader market-1.000.001.002.003.00
VMCIX: 0.43
VFIFX: 0.64
The chart of Sortino ratio for VMCIX, currently valued at 0.72, compared to the broader market-2.000.002.004.006.008.00
VMCIX: 0.72
VFIFX: 0.99
The chart of Omega ratio for VMCIX, currently valued at 1.10, compared to the broader market0.501.001.502.002.503.00
VMCIX: 1.10
VFIFX: 1.14
The chart of Calmar ratio for VMCIX, currently valued at 0.41, compared to the broader market0.002.004.006.008.0010.00
VMCIX: 0.41
VFIFX: 0.68
The chart of Martin ratio for VMCIX, currently valued at 1.58, compared to the broader market0.0010.0020.0030.0040.0050.00
VMCIX: 1.58
VFIFX: 3.08

The current VMCIX Sharpe Ratio is 0.43, which is lower than the VFIFX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of VMCIX and VFIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.43
0.64
VMCIX
VFIFX

Dividends

VMCIX vs. VFIFX - Dividend Comparison

VMCIX's dividend yield for the trailing twelve months is around 1.63%, less than VFIFX's 2.20% yield.


TTM20242023202220212020201920182017201620152014
VMCIX
Vanguard Mid-Cap Index Fund Institutional Shares
1.63%1.49%1.52%1.60%1.12%1.45%1.48%1.83%1.36%1.46%1.48%1.29%
VFIFX
Vanguard Target Retirement 2050 Fund
2.20%2.19%2.21%2.13%2.19%1.63%2.20%2.43%1.89%1.93%2.05%2.01%

Drawdowns

VMCIX vs. VFIFX - Drawdown Comparison

The maximum VMCIX drawdown since its inception was -58.86%, which is greater than VFIFX's maximum drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for VMCIX and VFIFX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-10.04%
-5.25%
VMCIX
VFIFX

Volatility

VMCIX vs. VFIFX - Volatility Comparison

Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) has a higher volatility of 13.14% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 10.80%. This indicates that VMCIX's price experiences larger fluctuations and is considered to be riskier than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.14%
10.80%
VMCIX
VFIFX