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VO: Vanguard Mid-Cap ETF (ETF)
Basic Info 78.53 1.65(2.06%) June 05
| Asset Class: | MIDDLE BLEND |
| MyPlanIQ Rating: | (6%) |
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 03/27/2026 |
| 12-Mo. Yield | 1.61% |
| Expenses | 0.04% |
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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 | 20 Yr | Since 01/30/2004 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 8.6 | 17.2 | 16.3 | 7.6 | 11.4 | 11.2 | 9.6 | 10.2 | 11.6 | 15.3 | 16.0 | -18.7 | 24.7 | 18.1 | 31.0 | -9.2 | 18.8 | 11.3 | -1.3 | 13.8 | 35.0 | 16.2 | -2.1 | 25.7 | 40.5 | -41.6 | 5.5 | 13.9 | 14.0 | 17.5 |
| Sharpe Ratio | NA | 1.35 | 1.16 | 0.88 | 0.29 | 0.51 | NA | NA | 0.44 | 0.5 | 0.93 | 0.82 | -0.79 | 1.66 | 0.48 | 2.31 | -0.65 | 2.32 | 0.72 | -0.09 | 1.11 | 2.82 | 1.1 | -0.08 | 1.19 | 1.26 | -0.97 | 0.14 | 0.84 | 0.97 | 1.48 |
| Draw Down(%) | NA | 8.2 | 8.2 | 19.0 | 27.6 | 39.4 | NA | NA | 58.9 | 17.4 | 7.3 | 14.0 | 26.0 | 7.8 | 39.4 | 6.4 | 21.2 | 3.5 | 13.5 | 13.1 | 9.5 | 6.8 | 11.9 | 24.6 | 16.8 | 27.4 | 55.7 | 12.3 | 11.6 | 8.0 | 10.1 |
| Standard Deviation(%) | NA | 14.0 | 12.5 | 14.7 | 17.6 | 19.0 | NA | NA | 20.5 | 17.6 | 12.6 | 15.2 | 25.7 | 14.9 | 37.0 | 12.8 | 16.3 | 7.8 | 15.3 | 15.9 | 12.4 | 12.4 | 14.8 | 27.1 | 21.6 | 32.1 | 43.6 | 16.7 | 12.6 | 12.0 | 12.3 |
| Treynor Ratio | NA | 0.22 | 0.17 | 0.15 | 0.05 | 0.1 | NA | NA | 0.09 | 0.1 | 0.14 | 0.12 | -0.2 | 0.24 | 0.17 | 0.3 | -0.12 | 0.17 | 0.1 | -0.01 | 0.13 | 0.33 | 0.15 | -0.02 | 0.22 | 0.35 | -0.41 | 0.02 | 0.09 | 0.11 | 0.19 |
| Alpha | NA | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | -0.01 | -0.02 | -0.04 | 0.0 | -0.02 | 0.0 | 0.0 | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.03 | 0.03 | -0.02 | 0.0 | -0.01 | 0.03 | 0.04 |
| Beta | NA | 0.86 | 0.84 | 0.88 | 0.96 | 0.99 | NA | NA | 1.04 | 0.86 | 0.84 | 1.05 | 1.03 | 1.05 | 1.03 | 0.99 | 0.93 | 1.08 | 1.12 | 0.96 | 1.05 | 1.08 | 1.11 | 1.14 | 1.17 | 1.15 | 1.03 | 0.99 | 1.16 | 1.05 | 0.94 |
| RSquared | NA | 0.74 | 0.68 | 0.78 | 0.86 | 0.9 | NA | NA | 0.92 | 0.85 | 0.73 | 0.82 | 0.94 | 0.85 | 0.94 | 0.93 | 0.95 | 0.85 | 0.92 | 0.88 | 0.93 | 0.92 | 0.92 | 0.96 | 0.95 | 0.95 | 0.95 | 0.91 | 0.85 | 0.81 | 0.73 |
| Yield(%) | N/A | 0.4 | 1.6 | 1.9 | 1.6 | 2.4 | 3.2 | 3.1 | N/A | 1.7 | 1.7 | 1.7 | 1.3 | 1.4 | 1.7 | 1.9 | 1.6 | 1.1 | 1.6 | 1.4 | 1.5 | 1.5 | 1.6 | 1.3 | 1.5 | 1.7 | 1.2 | 1.4 | 1.5 | 1.3 | 1.3 |
| Dividend Growth(%) | N/A | -75.6 | 4.7 | 33.5 | 55.9 | 160.2 | N/A | N/A | N/A | 12.1 | 11.5 | 8.2 | 14.1 | -4.5 | 13.2 | 5.4 | 73.5 | -23.8 | 7.2 | 10.7 | 23.2 | 12.8 | 16.6 | 11.4 | 20.3 | -21.1 | -10.1 | 7.3 | 29.8 | 16.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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