Nasdaq - Delayed Quote USD

Vanguard Mid Cap Index Investor (VIMSX)

65.65 +0.16 (+0.24%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.74%
5y Average Return 9.21%
Number of Years Up 18
Number of Years Down 7
Best 1Y Total Return (Apr 26, 2024) 40.22%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 40.22%
Worst 3Y Total Return 5.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VIMSX
Category
YTD
7.84%
17.04%
1-Month
4.24%
-0.01%
3-Month
7.84%
5.47%
1-Year
20.29%
50.44%
3-Year
5.59%
13.15%
5-Year
10.80%
13.75%
10-Year
9.75%
11.35%
Last Bull Market
41.99%
25.95%
Last Bear Market
-16.98%
-22.55%

Annual Total Return (%) History

Year
VIMSX
Category
2024
--
--
2023
15.84%
--
2022
-18.80%
--
2021
24.36%
--
2020
18.10%
12.39%
2019
30.86%
26.21%
2018
-9.34%
-11.15%
2017
19.12%
15.93%

2016
11.07%
14.14%
2015
-1.46%
-4.75%
2014
13.60%
7.80%
2013
35.00%
34.10%
2012
15.80%
16.15%
2011
-2.11%
-3.81%
2010
25.46%
22.52%
2009
40.22%
37.39%
2008
-41.82%
-39.18%
2007
6.02%
4.85%
2006
13.60%
14.03%
2005
13.93%
9.25%
2004
20.35%
16.30%
2003
34.14%
36.28%
2002
-14.61%
-16.55%
2001
-0.50%
-3.12%
2000
18.10%
6.36%
1999
15.32%
20.92%
1998
--
10.36%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.84% -- -- --
2023 3.84% 4.74% -5.09% 12.22%
2022 -6.35% -16.98% -4.16% 8.97%
2021 7.16% 7.55% -0.03% 7.94%
2020 -25.74% 24.92% 7.92% 17.98%
2019 16.72% 4.34% 0.58% 6.83%
2018 -0.01% 2.54% 4.63% -15.48%
2017 6.17% 2.73% 3.41% 5.62%
2016 1.13% 2.29% 5.16% 2.10%
2015 4.23% -1.20% -7.50% 3.45%

2014 3.21% 4.49% -1.20% 6.62%
2013 12.88% 2.33% 7.63% 8.59%
2012 13.34% -5.48% 5.18% 2.76%
2011 8.18% -0.18% -19.11% 12.06%
2010 8.63% -9.90% 12.87% 13.57%
2009 -8.48% 18.35% 21.53% 6.52%
2008 -10.51% 2.92% -15.06% -25.63%
2007 4.52% 6.05% -0.91% -3.47%
2006 7.54% -2.90% 1.30% 7.38%
2005 -0.45% 4.43% 6.33% 3.06%
2004 4.65% 1.09% -0.94% 14.84%
2003 -4.45% 16.31% 6.28% 13.57%
2002 6.71% -9.35% -16.56% 5.79%
2001 -10.80% 13.20% -16.46% 17.96%
2000 12.92% -3.17% 12.12% -3.67%
1999 -6.26% 14.27% -8.30% 17.39%
1998 -14.36% 28.67% -- --

Rank in Category (By Total Return)

YTD 73
1-Month 59
3-Month 73
1-Year 71
3-Year 67
5-Year 57

Load Adjusted Returns

1-Year 20.29%
3-Year 5.59%
5-Year 10.80%
10-Year 9.75%

Performance & Risk

YTD Return 3.74%
5y Average Return 9.21%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Vanguard
Net Assets 166.71B
YTD Return 7.84%
Yield 1.38%
Morningstar Rating
Inception Date Jan 26, 2004

Fund Summary

The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Index, a broadly diversified index of stocks of mid-size U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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