It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
VMISX: Vanguard Mid Cap Index Signal (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/27/2007 |
| Last Dividend Date: | 03/24/2014 |
| 12-Mo. Yield | 1.21% |
| Expenses | 0.10% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/28/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/27/2007 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 12.1 | 17.5 | 18.1 | 7.3 | 7.2 | 35.2 | 16.0 | -2.0 | 25.6 | 40.4 | -41.8 | 1.0 |
| Sharpe Ratio | NA | 1.0 | 1.2 | 0.95 | 0.27 | 0.71 | 2.81 | 1.08 | -0.07 | 1.18 | 1.24 | -0.95 | -0.09 |
| Draw Down(%) | NA | 9.4 | 11.8 | 24.6 | 58.9 | 9.4 | 6.8 | 11.8 | 24.6 | 16.8 | 27.5 | 55.7 | 12.4 |
| Standard Deviation(%) | NA | 12.1 | 14.6 | 19.0 | 25.8 | 12.4 | 12.5 | 14.9 | 27.2 | 21.6 | 32.5 | 44.6 | 17.5 |
| Treynor Ratio | NA | 0.12 | 0.18 | 0.18 | 0.07 | 0.09 | 0.35 | 0.16 | -0.02 | 0.26 | 0.4 | -0.43 | -0.02 |
| Alpha | NA | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.99 | 0.99 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| RSquared | NA | 0.98 | 0.98 | 0.99 | 1.0 | 0.98 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 1.2 | 1.5 | 1.8 | N/A | 0.0 | 1.5 | 1.6 | 1.3 | 1.4 | 1.6 | 1.2 | 1.4 |
| Dividend Growth(%) | N/A | 10.0 | 36.9 | N/A | N/A | -98.2 | 10.5 | 19.7 | 11.1 | 21.2 | -21.4 | -11.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- ARGFX (ARIEL FUND INVESTOR CLASS) (100%)
- VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) (98%)
- VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) (97%)
- LAVLX (LORD ABBETT MID CAP STOCK FUND INC CLASS A) (93%)
- LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) (93%)
- OSTFX (OSTERWEIS FUND INVESTOR CLASS) (92%)
- RSVAX (VICTORY RS VALUE FUND CLASS A) (92%)
- RVVHX (ROYCE SMALL-CAP VALUE FUND INVESTMENT CLASS) (91%)
- RYVFX (ROYCE SMALL-CAP VALUE FUND SERVICE CLASS) (91%)
- LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) (90%)
Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) (100%)
- CSD (Invesco S&P Spin-Off ETF) (97%)
- CZA (Invesco Zacks Mid-Cap ETF) (96%)
- EZM (WisdomTree U.S. MidCap Fund) (96%)
- FNX (First Trust Mid Cap Core AlphaDEX Fund) (95%)
- IJH (iShares Core S&P Mid-Cap ETF) (95%)
- IWR (iShares Russell Midcap ETF) (94%)
- VXF (Vanguard Extended Market ETF) (94%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) (26%)
Best Closed End Funds
- CET (Central Securities Corporation) (99%)
- CUBA (Herzfeld Caribbean Basin Closed Fund) (99%)
- FUND (Sprott Focus Trust) (98%)
Latest Articles Related to VMISX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
