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IVOO: Vanguard S&P Mid-Cap 400 ETF (ETF)
Basic Info 125.14 2.53(1.98%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (27%) |
| Start Date: | 09/09/2010 |
| Last Dividend Date: | 03/24/2026 |
| 12-Mo. Yield | 1.48% |
| Expenses | 0.10% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/09/2010 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 12.3 | 23.9 | 15.5 | 7.8 | 11.1 | 11.0 | 12.2 | 7.5 | 14.0 | 16.4 | -13.2 | 24.6 | 13.6 | 26.2 | -11.3 | 16.4 | 20.4 | -2.3 | 9.5 | 33.6 | 17.8 | -2.6 | 20.3 |
| Sharpe Ratio | NA | 1.95 | 1.46 | 0.75 | 0.28 | 0.45 | NA | 0.56 | 0.22 | 0.65 | 0.74 | -0.57 | 1.36 | 0.32 | 1.71 | -0.78 | 1.63 | 1.28 | -0.16 | 0.71 | 2.53 | 1.16 | -0.09 | 6.07 |
| Draw Down(%) | NA | 8.8 | 8.8 | 24.1 | 24.1 | 42.3 | NA | 42.3 | 22.0 | 8.5 | 14.4 | 22.7 | 8.5 | 42.3 | 8.6 | 23.2 | 5.5 | 11.4 | 12.5 | 10.5 | 7.1 | 11.4 | 26.3 | 3.6 |
| Standard Deviation(%) | NA | 17.0 | 15.6 | 18.1 | 19.7 | 21.3 | NA | 20.1 | 21.1 | 16.0 | 17.5 | 25.8 | 18.0 | 41.7 | 14.4 | 16.3 | 9.7 | 15.7 | 15.0 | 13.4 | 13.3 | 15.4 | 28.1 | 13.2 |
| Treynor Ratio | NA | 0.29 | 0.19 | 0.12 | 0.05 | 0.09 | NA | 0.11 | 0.04 | 0.09 | 0.12 | -0.15 | 0.22 | 0.13 | 0.23 | -0.13 | 0.14 | 0.2 | -0.02 | 0.09 | 0.33 | 0.18 | -0.03 | 1.62 |
| Alpha | NA | 0.03 | 0.01 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.02 | -0.01 | 0.0 | 0.03 | -0.01 | -0.01 | -0.02 | -0.01 | -0.02 | 0.03 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.13 |
| Beta | NA | 1.14 | 1.18 | 1.16 | 1.07 | 1.06 | NA | 1.03 | 1.15 | 1.2 | 1.09 | 0.98 | 1.1 | 1.06 | 1.07 | 0.97 | 1.16 | 1.0 | 0.95 | 1.0 | 1.02 | 1.0 | 0.96 | 0.5 |
| RSquared | NA | 0.86 | 0.87 | 0.91 | 0.91 | 0.9 | NA | 0.89 | 0.93 | 0.89 | 0.91 | 0.96 | 0.84 | 0.88 | 0.91 | 0.95 | 0.88 | 0.95 | 0.95 | 0.87 | 0.93 | 0.94 | 0.86 | 0.26 |
| Yield(%) | N/A | 0.3 | 1.5 | 1.7 | 1.0 | 1.8 | 2.4 | N/A | 1.4 | 1.7 | 0.7 | 1.3 | 1.4 | 1.4 | 1.9 | 1.4 | 1.4 | 1.6 | 1.4 | 1.4 | 1.2 | 1.2 | 0.8 | 0.4 |
| Dividend Growth(%) | N/A | -76.8 | -9.6 | -33.6 | 1.7 | N/A | N/A | N/A | -3.1 | 32.6 | -54.4 | 18.4 | 13.7 | -7.5 | 18.3 | 12.4 | 2.4 | 11.9 | 10.9 | 47.4 | 14.6 | 52.6 | 163.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/09/2010
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See MID-CAP BLEND Asset Class Trend Rankings |
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