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VMGRX: Vanguard Mid Cap Growth Fun (MUTUAL FUND)
Basic Info 24.64 0.92(3.60%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 07/22/2002 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 16.44% |
| Expenses | 0.37% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.1 | -0.8 | 5.8 | 12.3 | 3.2 | 9.4 | 9.6 | 8.7 | 10.3 | 8.8 | 17.7 | 24.1 | -30.1 | 9.2 | 33.4 | 32.1 | -3.5 | 18.3 | 0.4 | 0.3 | 10.9 | 34.2 | 14.8 | 1.2 | 23.8 | 38.4 | -39.5 | 14.6 | 12.7 | 9.1 | 11.4 | 42.8 | 2.1 |
| Sharpe Ratio | NA | 0.27 | 0.54 | 0.56 | 0.06 | 0.37 | NA | NA | 0.42 | 0.24 | 0.85 | 1.16 | -0.94 | 0.45 | 0.93 | 2.0 | -0.26 | 1.95 | 0.01 | 0.02 | 0.79 | 2.71 | 0.96 | 0.04 | 1.15 | 1.4 | -1.01 | 0.69 | 0.62 | 0.53 | 0.63 | 2.11 | 0.12 |
| Draw Down(%) | NA | 19.1 | 19.1 | 26.8 | 39.7 | 39.7 | NA | NA | 53.5 | 26.4 | 9.4 | 16.6 | 35.3 | 11.6 | 37.0 | 9.2 | 24.5 | 3.2 | 16.3 | 13.2 | 9.3 | 5.6 | 11.7 | 23.3 | 16.3 | 19.2 | 50.0 | 11.2 | 16.2 | 8.8 | 20.6 | 12.5 | 15.8 |
| Standard Deviation(%) | NA | 22.8 | 19.0 | 20.3 | 23.2 | 22.4 | NA | NA | 21.8 | 24.5 | 16.6 | 17.8 | 33.5 | 20.3 | 35.6 | 15.3 | 19.2 | 9.1 | 16.8 | 15.9 | 13.8 | 12.6 | 15.5 | 27.9 | 20.6 | 27.3 | 39.8 | 16.7 | 15.0 | 12.9 | 16.6 | 19.9 | 31.5 |
| Treynor Ratio | NA | 0.05 | 0.09 | 0.1 | 0.01 | 0.08 | NA | NA | 0.09 | 0.05 | 0.13 | 0.2 | -0.31 | 0.08 | 0.33 | 0.28 | -0.05 | 0.18 | 0.0 | 0.0 | 0.11 | 0.37 | 0.16 | 0.01 | 0.26 | 0.42 | -0.48 | 0.12 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.04 | 0.0 | -0.01 | -0.01 | -0.01 | NA | NA | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.04 | 0.0 | -0.01 | 0.01 | -0.01 | -0.02 | 0.01 | -0.01 | 0.01 | 0.0 | 0.02 | -0.01 | 0.0 | 0.01 | -0.01 | 0.02 | NA | NA | NA | NA |
| Beta | NA | 1.12 | 1.1 | 1.1 | 1.06 | 1.04 | NA | NA | 0.96 | 1.12 | 1.06 | 1.03 | 1.03 | 1.09 | 0.99 | 1.08 | 1.04 | 0.99 | 1.03 | 0.99 | 0.99 | 0.92 | 0.94 | 0.98 | 0.93 | 0.91 | 0.84 | 0.94 | 0.97 | NA | NA | NA | NA |
| RSquared | NA | 0.85 | 0.86 | 0.93 | 0.95 | 0.96 | NA | NA | 0.83 | 0.95 | 0.94 | 0.96 | 0.98 | 0.96 | 0.99 | 0.96 | 0.97 | 0.8 | 0.95 | 0.97 | 0.96 | 0.95 | 0.96 | 0.98 | 0.98 | 0.98 | 0.97 | 0.94 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 16.3 | 2.1 | 0.5 | 0.2 | 28.2 | 7.8 | 12.5 | 12.2 | 0.4 | 0.7 | 7.6 | 13.1 | 12.0 | 6.5 | 2.0 | 0.1 | 0.2 | 0.2 | 6.4 | 15.3 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 809.3 | 433.0 | 85.7 | -99.5 | 340.9 | -24.2 | -14.3 | 3329.6 | -36.8 | -91.8 | -42.7 | 28.4 | 101.0 | 224.5 | 1815.0 | 11.1 | -55.0 | -96.3 | -59.9 | 54280.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/29/1999
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