Data Source: from January 1972 to August 2022
Consolidated Returns as of 31 Aug 2022
Live Update: Sep 23 2022
Category: Stocks
ETF: Vanguard Mid-Cap Value (VOE)
ETF • LIVE PERFORMANCE (USD currency)
1.75%
1 Day
Sep 23 2022
6.86%
Current Month
September 2022

In the last 30 Years, the Vanguard Mid-Cap Value (VOE) ETF obtained a 11.06% compound annual return, with a 16.17% standard deviation.

In 2021, the ETF granted a 2.26% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Mid-Cap Value (VOE) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Mid Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.

The Vanguard Mid-Cap Value (VOE) ETF is part of the following Lazy Portfolios:

Portfolio Name Author VOE Weight
Robo Advisor 90 Betterment 6.7%
Robo Advisor 80 Betterment 5.9%
Robo Advisor 10 Betterment 0.5%
Robo Advisor 20 Betterment 1.4%
Robo Advisor 50 Betterment 3.6%
Robo Advisor 100 Betterment 7.5%

Historical Returns as of Aug 31, 2022

Historical returns and stats of Vanguard Mid-Cap Value (VOE) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

VANGUARD MID-CAP VALUE (VOE) ETF
Consolidated returns as of 31 Aug 2022
Data Source: from January 1972 to August 2022
Swipe left to see all data
Period Return (%)
as of Aug 2022		 Return (%)
Infl.Adj.		 Standard
Deviation (%)		 Max
Drawdown (%)		 Months
Pos - Neg
1M
Aug 2022
-2.56
-2.53
-2.56
Aug 2022 - Aug 2022
0 - 1
3M
-6.19
-7.42
-10.53
Jun 2022 - Jun 2022
1 - 2
6M
-5.73
-9.70
-13.07
Apr 2022 - Jun 2022
3 - 3
YTD
-8.83
-14.18
-13.07
Apr 2022 - Jun 2022
3 - 5
1Y
-5.01
-12.26
17.29
-13.07
Apr 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
10.14
4.99
21.88
-31.25
Jan 2020 - Mar 2020
23 - 13
64% pos
5Y(*)
8.03
4.05
19.59
-31.25
Jan 2020 - Mar 2020
40 - 20
67% pos
10Y(*)
11.47
8.70
15.64
-31.25
Jan 2020 - Mar 2020
83 - 37
69% pos
15Y(*)
8.23
5.70
18.36
-53.16
Nov 2007 - Feb 2009
118 - 62
66% pos
20Y(*)
10.53
7.84
17.19
-56.45
Jun 2007 - Feb 2009
159 - 81
66% pos
25Y(*)
9.33
6.69
17.20
-56.45
Jun 2007 - Feb 2009
191 - 109
64% pos
30Y(*)
11.06
8.34
16.17
-56.45
Jun 2007 - Feb 2009
235 - 125
65% pos
MAX(*)
01 Jan 1972
12.71
8.40
16.75
-56.45
Jun 2007 - Feb 2009
392 - 216
64% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Aug 2022. Current inflation (annualized) is 1Y: 8.26% , 5Y: 3.82% , 10Y: 2.54% , 30Y: 2.51%

ETF Returns, up to December 2006, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Correlations as of Aug 31, 2022

Monthly correlations of Vanguard Mid-Cap Value (VOE) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

VANGUARD MID-CAP VALUE (VOE) ETF
Monthly correlations as of 31 Aug 2022
Swipe left to see all data
Correlation vs VOE
 
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
US Total Stock Market
VTI
0.93
0.93
0.94
0.89
0.89
US Large Cap
SPY
0.93
0.92
0.93
0.89
0.89
US Small Cap
IJR
0.91
0.93
0.92
0.83
0.83
US REITs
VNQ
0.85
0.81
0.70
0.71
0.71
US Technology
QQQ
0.83
0.76
0.75
0.60
0.60
Preferred Stocks
PFF
0.88
0.80
0.73
0.49
0.49
EAFE Stocks
EFA
0.96
0.91
0.85
0.77
0.75
World All Countries
VT
0.96
0.95
0.93
0.86
0.86
Emerging Markets
EEM
0.71
0.76
0.67
0.68
0.67
Europe
VGK
0.94
0.90
0.83
0.79
0.78
Pacific
VPL
0.91
0.87
0.78
0.63
0.61
Latin America
FLLA
0.66
0.68
0.61
0.63
0.63
US Total Bond Market
BND
0.58
0.22
0.14
0.09
0.09
Long Term Treasuries
TLT
0.36
-0.26
-0.24
-0.20
-0.20
US Cash
BIL
-0.20
-0.31
-0.25
-0.03
-0.03
TIPS
TIP
0.69
0.37
0.26
0.17
0.18
Investment Grade Bonds
LQD
0.71
0.50
0.42
0.29
0.29
High Yield Bonds
HYG
0.87
0.83
0.79
0.69
0.68
International Bond Market
BNDX
0.52
0.28
0.23
0.13
0.14
Emerging Market Bonds
EMB
0.88
0.69
0.59
0.55
0.55
Gold
GLD
0.30
0.10
0.03
0.05
0.05
Commodities
DBC
0.38
0.61
0.49
0.35
0.35

Capital Growth as of Aug 31, 2022

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the Vanguard Mid-Cap Value (VOE) ETF: Dividend Yield page.

An investment of 1000$, since September 1992, now would be worth 23259.92$, with a total return of 2225.99% (11.06% annualized).

The Inflation Adjusted Capital now would be 11065.64$, with a net total return of 1006.56% (8.34% annualized).
An investment of 1000$, since January 1972, now would be worth 428747.77$, with a total return of 42774.78% (12.71% annualized).

The Inflation Adjusted Capital now would be 59497.84$, with a net total return of 5849.78% (8.40% annualized).
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Drawdowns

Worst drawdowns since September 1992.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-56.45% Jun 2007 Feb 2009 21 Apr 2011 26 47
-31.25% Jan 2020 Mar 2020 3 Dec 2020 9 12
-26.74% Jun 2001 Sep 2002 16 Oct 2003 13 29
-21.42% May 1998 Aug 1998 4 Apr 1999 8 12
-20.91% May 2011 Sep 2011 5 Mar 2012 6 11
-17.71% Jul 1999 Feb 2000 8 Oct 2000 8 16
-15.59% Sep 2018 Dec 2018 4 Jul 2019 7 11
-13.07% Apr 2022 Jun 2022 3 in progress 2 5
-11.91% Jun 2015 Jan 2016 8 Jul 2016 6 14
-7.74% Sep 1994 Nov 1994 3 Mar 1995 4 7
-7.47% Apr 2012 May 2012 2 Sep 2012 4 6
-6.40% Feb 1994 Jun 1994 5 Aug 1994 2 7
-5.51% May 2006 Jul 2006 3 Oct 2006 3 6
-4.97% Feb 2018 Mar 2018 2 Aug 2018 5 7
-4.88% Jun 1996 Jul 1996 2 Sep 1996 2 4
-4.04% Sep 1993 Nov 1993 3 Jan 1994 2 5
-3.79% Sep 2021 Sep 2021 1 Oct 2021 1 2
-3.78% Jan 2005 Apr 2005 4 May 2005 1 5
-3.58% Oct 1997 Oct 1997 1 Dec 1997 2 3
-3.47% Sep 2014 Sep 2014 1 Nov 2014 2 3

Worst drawdowns since January 1972.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-56.45% Jun 2007 Feb 2009 21 Apr 2011 26 47
-37.28% Dec 1972 Sep 1974 22 Jun 1975 9 31
-31.25% Jan 2020 Mar 2020 3 Dec 2020 9 12
-30.44% Sep 1989 Oct 1990 14 May 1991 7 21
-27.49% Sep 1987 Nov 1987 3 Jan 1989 14 17
-26.74% Jun 2001 Sep 2002 16 Oct 2003 13 29
-21.42% May 1998 Aug 1998 4 Apr 1999 8 12
-20.91% May 2011 Sep 2011 5 Mar 2012 6 11
-17.71% Jul 1999 Feb 2000 8 Oct 2000 8 16
-16.30% Feb 1980 Mar 1980 2 Jun 1980 3 5
-15.59% Sep 2018 Dec 2018 4 Jul 2019 7 11
-13.72% Sep 1978 Oct 1978 2 Mar 1979 5 7
-13.07% Apr 2022 Jun 2022 3 in progress 2 5
-12.69% Dec 1983 Jul 1984 8 Dec 1984 5 13
-12.23% Jul 1981 Jul 1982 13 Sep 1982 2 15
-11.91% Jun 2015 Jan 2016 8 Jul 2016 6 14
-10.85% Sep 1979 Oct 1979 2 Jan 1980 3 5
-10.78% Jul 1975 Sep 1975 3 Dec 1975 3 6
-7.74% Sep 1994 Nov 1994 3 Mar 1995 4 7
-7.47% Apr 2012 May 2012 2 Sep 2012 4 6

Rolling Returns ( more details)

Vanguard Mid-Cap Value (VOE) ETF: annualized rolling and average returns

Swipe left to see all data
Rolling
Period		 Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
 14.55 77.11
Mar 2009 - Feb 2010 		-45.36
Mar 2008 - Feb 2009 		22.28%
2 Years
 13.80 51.71
Jan 1975 - Dec 1976 		-31.62
Mar 2007 - Feb 2009 		11.45%
3 Years
 13.66 36.35
Oct 1974 - Sep 1977 		-19.03
Mar 2006 - Feb 2009 		7.16%
5 Years
 13.66 30.24
Oct 1974 - Sep 1979 		-5.30
Mar 2004 - Feb 2009 		1.64%
7 Years
 13.59 25.06
Apr 1980 - Mar 1987 		-0.40
Mar 2002 - Feb 2009 		0.38%
10 Years
 13.57 23.42
Oct 1974 - Sep 1984 		2.14
Mar 1999 - Feb 2009 		0.00%
15 Years
 13.25 22.56
Oct 1974 - Sep 1989 		6.39
Apr 2005 - Mar 2020 		0.00%
20 Years
 13.28 19.31
Oct 1974 - Sep 1994 		7.90
Apr 2000 - Mar 2020 		0.00%
(*) Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Vanguard Mid-Cap Value (VOE) ETF: Rolling Returns page.

Seasonality

Vanguard Mid-Cap Value (VOE) ETF: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %		 1.75
57% 		0.95
69% 		1.62
71% 		1.92
73% 		1.22
67% 		0.21
55% 		0.82
57% 		0.66
61% 		-0.32
50% 		0.32
60% 		2.25
76% 		2.04
80%
Best
Year		 23.2
1975 		8.1
1991 		12.3
2000 		16.5
2009 		9.8
2003 		8.2
1975 		10.8
2009 		12.1
1982 		10.1
1973 		13.3
1982 		13.4
2020 		9.6
1991
Worst
Year		 -9.1
2009 		-12.1
2009 		-21.8
2020 		-5.9
1974 		-7.4
2010 		-10.5
2022 		-10.0
2002 		-14.6
1998 		-12.0
2002 		-23.1
1987 		-12.8
1973 		-10.6
2018
Statistics calculated for the period Jan 1972 - Aug 2022

Monthly/Yearly Returns

Vanguard Mid-Cap Value (VOE) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
392 Positive Months (64%) - 216 Negative Months (36%)
Jan 1972 - Aug 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
 -8.83 -14.18 -2.7 -0.6 3.4 -4.9 2.2 -10.5 7.6 -2.6
2021
 +28.76 +20.30 -0.3 7.5 6.2 4.5 2.2 -2.0 0.4 3.3 -3.8 4.4 -2.2 6.2
2020
 +2.59 +1.21 -1.7 -10.5 -21.8 12.6 4.1 1.1 5.4 2.9 -1.7 0.5 13.4 3.6
2019
 +27.84 +24.99 9.8 3.6 0.0 3.6 -7.1 7.8 1.0 -3.4 4.4 0.4 3.2 2.6
2018
 -12.45 -14.09 3.7 -4.7 -0.3 0.4 0.0 1.0 3.2 0.6 -0.7 -7.0 2.3 -10.6
2017
 +17.07 +14.65 2.2 3.4 -0.2 0.4 0.1 0.9 1.7 -1.2 2.7 0.8 3.4 1.9
2016
 +15.40 +13.05 -6.9 1.4 7.8 1.0 1.4 0.3 4.2 0.9 0.4 -2.4 5.9 1.1
2015
 -1.89 -2.60 -2.4 5.3 0.0 -0.3 1.2 -2.3 0.9 -4.4 -3.4 6.3 0.6 -2.9
2014
 +13.96 +13.11 -2.6 5.4 1.1 0.4 1.7 2.8 -2.6 3.9 -3.5 3.6 2.7 0.7
2013
 +37.76 +35.72 7.3 1.5 5.0 1.7 1.9 -1.4 5.6 -2.9 4.0 4.5 2.9 2.8
2012
 +16.02 +14.03 5.2 3.6 2.0 -0.8 -6.8 3.4 0.8 2.5 2.0 -0.1 1.2 2.4
2011
 -0.40 -3.26 2.4 3.7 1.3 2.9 -0.5 -3.0 -3.9 -6.6 -8.7 12.4 0.2 1.1
2010
 +21.76 +19.96 -2.3 4.8 7.0 3.9 -7.4 -6.3 6.7 -5.1 9.2 3.4 0.4 7.4
2009
 +38.23 +34.57 -9.1 -12.1 8.4 16.5 4.2 -0.9 10.8 6.6 5.9 -4.8 5.7 5.4
2008
 -36.65 -36.71 -3.7 -3.8 -0.8 5.3 3.7 -9.8 -1.5 3.2 -9.2 -22.2 -7.7 5.7
2007
 -4.34 -8.09 3.5 0.1 0.5 3.3 3.4 -3.0 -6.4 0.1 1.9 0.4 -5.8 -1.7
2006
 +14.77 +11.93 4.5 0.2 1.9 1.9 -2.6 -0.8 -2.2 1.8 1.4 3.5 3.5 1.0
2005
 +16.02 +12.18 -2.8 2.9 -0.7 -3.1 5.5 3.9 5.5 -0.2 2.2 -3.4 4.1 1.7
2004
 +26.04 +22.07 3.4 3.2 -0.1 -3.2 2.6 3.2 -3.4 0.9 3.6 2.2 7.6 4.0
2003
 +37.94 +35.39 -2.0 -2.4 -0.4 7.1 9.8 0.6 2.9 4.0 -1.2 7.9 2.8 4.3
2002
 -12.95 -14.97 -0.1 0.5 5.5 -0.5 -0.6 -6.1 -10.0 1.6 -12.0 5.3 7.6 -3.0
2001
 -0.84 -2.35 -1.9 1.6 -2.3 5.7 4.1 -2.1 -2.4 -3.6 -10.0 0.7 6.8 3.9
2000
 +19.80 +15.87 -6.4 -6.0 12.3 1.5 -0.1 -5.9 3.8 6.8 2.1 2.8 0.0 9.1
1999
 +3.12 +0.42 -1.0 -2.2 3.7 8.0 0.6 1.1 -3.3 -3.0 -4.9 4.4 -2.1 2.5
1998
 +3.67 +2.02 -1.8 6.8 4.7 0.1 -2.5 -0.1 -5.6 -14.6 6.3 6.6 3.6 2.2
1997
 +35.08 +32.82 3.2 2.1 -3.4 2.7 6.5 3.4 7.2 -0.4 5.8 -3.6 3.6 4.0
1996
 +20.15 +16.29 1.9 0.8 1.4 1.3 1.0 -0.1 -4.8 5.0 3.4 2.3 6.3 0.3
1995
 +33.38 +30.08 2.6 4.5 2.1 2.7 3.2 2.6 3.8 2.1 2.1 -1.7 4.5 0.9
1994
 -3.03 -5.55 3.0 -2.6 -3.2 2.1 -0.7 -2.1 4.6 3.2 -2.7 -0.7 -4.5 1.0
1993
 +17.18 +14.04 3.2 2.3 3.5 -1.7 1.7 2.4 1.3 4.5 -0.3 -0.8 -3.0 3.2
1992
 +19.50 +16.14 1.7 2.7 -1.5 2.9 0.8 -0.9 3.7 -2.5 1.2 2.3 3.6 4.2
1991
 +41.56 +37.35 6.2 8.1 3.6 2.7 5.5 -4.7 4.4 3.0 -0.4 2.4 -4.0 9.6
1990
 -16.75 -21.55 -8.8 1.9 1.4 -5.8 8.6 -1.6 -2.8 -10.0 -8.3 -4.1 9.5 4.1
1989
 +24.92 +19.37 6.0 0.1 2.2 4.8 4.4 1.4 5.7 3.1 -1.4 -5.3 0.5 1.5
1988
 +24.96 +19.67 5.3 6.2 1.0 0.2 0.5 6.4 -0.5 -0.1 3.4 1.1 -2.1 1.5
1987
 -0.98 -5.18 10.7 4.6 1.2 -2.0 0.1 3.9 4.6 2.9 -1.5 -23.1 -4.3 6.2
1986
 +18.13 +16.85 2.3 7.1 6.0 -2.3 4.8 1.5 -5.7 8.4 -6.1 4.5 0.1 -2.5
1985
 +32.31 +27.46 8.7 0.7 1.7 0.1 4.9 2.5 0.7 0.0 -4.5 4.0 6.4 3.8
1984
 +2.54 -1.36 -1.2 -4.9 2.1 -1.2 -5.9 1.6 -2.9 10.6 2.2 0.0 1.1 2.1
1983
 +32.69 +27.85 3.0 4.4 5.3 6.4 3.0 1.8 -1.1 1.0 3.6 -2.1 4.4 -0.8
1982
 +29.36 +24.59 -3.0 -1.8 0.3 4.1 -3.5 -0.9 -2.7 12.1 3.0 13.3 6.4 0.6
1981
 +10.20 +1.17 0.7 2.1 8.2 0.7 2.5 1.0 -3.0 -4.7 -4.3 4.7 4.5 -2.0
1980
 +17.60 +4.52 4.3 -3.8 -13.0 8.0 9.1 3.8 5.2 1.6 0.8 -0.6 3.5 -0.5
1979
 +29.84 +14.60 7.9 -3.3 8.5 1.4 -1.3 7.0 3.2 6.1 -1.1 -9.9 6.5 3.1
1978
 +9.05 +0.03 -4.0 -0.6 5.1 6.3 2.8 0.0 6.7 4.3 -0.4 -13.4 2.6 0.9
1977
 +5.24 -1.37 -1.5 -1.5 1.5 2.8 -0.7 5.1 -1.6 -2.3 0.3 -3.4 6.5 0.4
1976
 +46.79 +39.98 17.2 4.6 2.3 -1.6 -1.4 6.3 0.7 0.3 2.6 -1.6 2.7 8.4
1975
 +56.79 +46.62 23.2 2.5 5.0 3.5 5.3 8.2 -5.6 -2.4 -3.2 7.0 4.7 0.4
1974
 -19.80 -28.61 5.3 1.9 -3.8 -5.9 -6.2 -3.5 -2.6 -8.1 -5.8 12.7 -1.9 -2.2
1973
 -13.77 -20.68 -5.3 -3.4 -1.2 -3.7 -3.1 -2.4 5.6 -1.6 10.1 0.3 -12.8 4.6
1972
 +11.94 +8.25 2.5 0.6 2.4 1.1 -0.4 -4.0 -1.5 5.8 -1.7 1.4 7.7 -1.9

ETF Returns, up to December 2006, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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