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VMGIX: VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 115.3 4.25(3.55%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 08/25/2006 |
| Last Dividend Date: | 03/27/2026 |
| 12-Mo. Yield | 0.56% |
| Expenses | 0.19% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | 5.2 | 8.1 | 15.0 | 6.1 | 11.7 | 11.0 | 9.9 | 10.6 | 16.3 | 23.0 | -28.9 | 20.3 | 34.3 | 33.7 | -5.7 | 21.7 | 6.6 | -1.1 | 13.3 | 32.0 | 15.8 | -3.8 | 29.1 | 42.5 | -47.1 | 17.3 | 9.1 |
| Sharpe Ratio | NA | 0.52 | 0.33 | 0.66 | 0.17 | 0.48 | NA | 0.39 | 0.36 | 0.84 | 1.16 | -0.95 | 1.11 | 0.95 | 2.32 | -0.39 | 2.57 | 0.4 | -0.07 | 0.97 | 2.41 | 0.98 | -0.14 | 1.32 | 1.42 | -1.02 | 0.82 | 2.26 |
| Draw Down(%) | NA | 13.5 | 16.0 | 21.7 | 37.2 | 37.2 | NA | 60.2 | 21.7 | 8.9 | 15.3 | 34.6 | 11.1 | 36.0 | 6.7 | 21.8 | 3.9 | 14.6 | 12.8 | 10.5 | 6.8 | 12.3 | 26.0 | 16.3 | 22.3 | 59.3 | 12.3 | 2.6 |
| Standard Deviation(%) | NA | 19.3 | 16.3 | 17.9 | 21.5 | 21.1 | NA | 22.7 | 21.2 | 15.2 | 16.9 | 32.1 | 18.2 | 35.6 | 13.9 | 18.2 | 8.2 | 15.9 | 15.8 | 13.7 | 13.3 | 16.1 | 28.3 | 22.0 | 29.9 | 46.8 | 17.2 | 11.2 |
| Treynor Ratio | NA | 0.1 | 0.05 | 0.12 | 0.04 | 0.1 | NA | 0.09 | 0.08 | 0.13 | 0.2 | -0.3 | 0.2 | 0.34 | 0.32 | -0.07 | 0.21 | 0.06 | -0.01 | 0.13 | 0.32 | 0.16 | -0.04 | 0.29 | 0.42 | -0.48 | 0.14 | 0.25 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.1 | N/A | N/A | N/A | N/A | N/A | N/A | 0.6 | 0.7 | 0.7 | 0.5 | 0.3 | 0.6 | 0.9 | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | 0.6 | 0.6 | 0.4 | 0.6 | 0.7 | 0.3 | 0.2 | 0.4 |
| Dividend Growth(%) | N/A | -71.5 | N/A | N/A | N/A | N/A | N/A | N/A | 2.2 | 6.7 | 15.2 | 100.4 | -41.1 | -8.7 | 27.4 | 7.8 | 5.9 | 7.4 | 5.9 | 50.3 | 16.6 | 61.1 | -26.8 | 32.3 | 45.3 | 36.2 | -41.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/24/2006
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