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Vanguard S&P Mid-Cap 400 Value Idx I (VMFVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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351.17+2.17 (+0.62%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.44%
5-Year Average Return9.49%
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (Jun 27, 2024)34.12%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return34.12%
Worst 3-Yr Total Return4.80%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVMFVXCategory
YTD2.39%21.28%
1-Month4.67%-1.96%
3-Month3.65%4.90%
1-Year20.83%55.83%
3-Year4.28%11.08%
5-Year11.68%11.93%
10-Year8.79%10.64%
Last Bull Market25.67%25.54%
Last Bear Market-13.50%-22.08%

Annual Total Return (%) History

Year
VMFVXCategory
2024
N/AN/A
2023
15.35%N/A
2022
-7.00%N/A
2021
30.59%N/A
2020
3.70%2.63%
2019
26.00%25.18%
2018
-11.91%-12.86%
2017
12.27%13.22%
2016
26.45%18.06%
2015
-6.69%-5.41%
2014
12.00%9.31%
2013
34.12%35.14%
2012
18.48%16.60%
2011
-2.52%-3.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.12%N/AN/AN/A
20232.52%4.52%-5.24%13.60%
2022-0.62%-13.50%-4.03%12.73%
202118.42%3.82%-1.62%7.97%
2020-35.09%21.72%2.02%28.64%
201914.01%2.48%0.42%7.39%
2018-3.02%5.33%3.75%-16.88%
20172.65%0.54%3.25%5.35%
20166.33%3.65%4.51%9.78%
20152.81%-1.16%-10.15%2.20%
20143.96%5.80%-4.71%6.85%
201314.78%0.99%6.95%8.19%
201212.86%-4.13%4.78%4.52%
20118.88%-2.22%-20.95%15.83%

Rank In Category (By Total Return)

YTD86
1-Month9
3-Month50
1-Year67
3-Year63
5-Year40

Load Adjusted Returns

1-Year20.83%
3-Year4.28%
5-Year11.68%
10-Year8.79%