Last Update: 31 Aug 2021

Category: Stocks
ETF: Vanguard Mid-Cap Value (VOE)

In the last 10 years, the Vanguard Mid-Cap Value (VOE) ETF obtained a 13.53% compound annual return, with a 15.63% standard deviation.

In the last 20 years, a 10.26% compound annual return, with a 17.25% standard deviation.

In 2020, the portfolio granted a 2.38% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Mid-Cap Value (VOE): 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 present in the following Lazy Portfolios:

Portfolio Name Author ETF 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%

Capital Growth and Historical Returns

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): Dividend Yield page.

Capital Growth:

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

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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.29%
0.00%
1 - 0
3M
+1.61%
-2.01%
Jun 2021 - Jun 2021
2 - 1
6M
+15.25%
-2.01%
Jun 2021 - Jun 2021
5 - 1
YTD
+23.58%
-2.01%
Jun 2021 - Jun 2021
6 - 2
1Y
+43.50%
14.58%
-2.01%
Jun 2021 - Jun 2021
9 - 3
3Y
+11.02%
annualized
22.69%
-31.25%
Jan 2020 - Mar 2020
25 - 11
5Y
+11.76%
annualized
18.18%
-31.25%
Jan 2020 - Mar 2020
44 - 16
10Y
+13.53%
annualized
15.63%
-31.25%
Jan 2020 - Mar 2020
87 - 33
MAX
01 Jan 1972
+13.10%
annualized
16.72%
-56.45%
Jun 2007 - Feb 2009
388 - 208

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+14.52% +77.11%
Mar 2009 - Feb 2010
-45.36%
Mar 2008 - Feb 2009
22.39%
2 Years
+13.67% +51.71%
Jan 1975 - Dec 1976
-31.62%
Mar 2007 - Feb 2009
11.69%
3 Years
+13.68% +36.35%
Oct 1974 - Sep 1977
-19.03%
Mar 2006 - Feb 2009
7.31%
5 Years
+13.75% +30.24%
Oct 1974 - Sep 1979
-5.30%
Mar 2004 - Feb 2009
1.68%
7 Years
+13.69% +25.06%
Apr 1980 - Mar 1987
-0.40%
Mar 2002 - Feb 2009
0.39%
10 Years
+13.60% +23.42%
Oct 1974 - Sep 1984
+2.14%
Mar 1999 - Feb 2009
0.00%
15 Years
+13.39% +22.56%
Oct 1974 - Sep 1989
+6.39%
Apr 2005 - Mar 2020
0.00%
20 Years
+13.38% +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 and Yearly/Monthly Returns

In the table below, for the Vanguard Mid-Cap Value (VOE) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

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

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
1.84
58%
0.98
70%
1.58
70%
2.05
74%
1.20
66%
0.42
56%
0.68
56%
0.72
62%
-0.24
51%
0.23
61%
2.34
78%
1.96
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
9.7
1991
Worst
Year
-9.1
2009
-12.1
2009
-21.8
2020
-5.9
1974
-7.5
2010
-9.8
2008
-10.0
2002
-14.6
1998
-12.0
2002
-23.1
1987
-12.8
1973
-10.6
2018

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in Vanguard Mid-Cap Value (VOE) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+23.58% -0.3 7.5 6.2 4.5 2.2 -2.0 0.4 3.3
2020
+2.59% -1.7 -10.6 -21.8 12.6 4.1 1.1 5.4 2.9 -1.7 0.5 13.4 3.6
2019
+27.84% 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% 3.7 -4.7 -0.3 0.5 0.0 1.0 3.2 0.6 -0.7 -7.0 2.3 -10.6
2017
+17.07% 2.2 3.4 -0.3 0.4 0.1 0.9 1.7 -1.2 2.7 0.8 3.4 1.9
2016
+15.40% -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% -2.4 5.4 -0.1 -0.3 1.2 -2.3 0.9 -4.4 -3.4 6.3 0.6 -2.9
2014
+13.96% -2.6 5.4 1.2 0.4 1.7 2.8 -2.6 3.9 -3.5 3.6 2.7 0.7
2013
+37.76% 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% 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% 2.4 3.7 1.3 2.9 -0.6 -3.0 -3.9 -6.6 -8.7 12.4 0.2 1.1
2010
+21.76% -2.3 4.8 7.0 3.9 -7.5 -6.3 6.7 -5.1 9.2 3.5 0.4 7.4
2009
+38.23% -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% -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% 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% 4.5 0.2 1.9 1.9 -2.6 -0.9 -2.2 1.8 1.4 3.6 3.5 1.0
2005
+16.02% -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% 3.4 3.2 -0.2 -3.2 2.6 3.2 -3.4 0.9 3.6 2.2 7.6 4.0
2003
+37.94% -2.0 -2.4 -0.4 7.1 9.8 0.6 2.9 4.0 -1.2 7.9 2.9 4.3
2002
-12.95% -0.1 0.5 5.5 -0.5 -0.6 -6.1 -10.0 1.7 -12.0 5.3 7.7 -3.0
2001
-0.84% -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% -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% -1.1 -2.2 3.7 8.0 0.6 1.2 -3.3 -3.0 -4.9 4.4 -2.1 2.5
1998
+3.67% -1.8 6.9 4.7 0.1 -2.5 -0.1 -5.6 -14.6 6.3 6.6 3.7 2.2
1997
+35.08% 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% 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% 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% 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% 3.2 2.3 3.5 -1.7 1.7 2.4 1.3 4.5 -0.3 -0.8 -3.0 3.3
1992
+19.50% 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% 6.2 8.1 3.6 2.7 5.5 -4.7 4.4 3.0 -0.4 2.4 -4.0 9.7
1990
-16.75% -8.8 1.9 1.4 -5.8 8.6 -1.6 -2.8 -10.0 -8.3 -4.1 9.5 4.2
1989
+24.92% 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% 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% 10.7 4.6 1.2 -2.0 0.1 4.0 4.6 2.9 -1.5 -23.1 -4.3 6.2
1986
+18.13% 2.4 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% 8.7 0.7 1.7 0.1 4.9 2.5 0.7 0.1 -4.5 4.0 6.4 3.8
1984
+2.54% -1.2 -4.9 2.1 -1.2 -5.9 1.6 -3.0 10.6 2.2 0.0 1.1 2.1
1983
+32.69% 3.0 4.5 5.3 6.4 3.0 1.8 -1.1 1.0 3.6 -2.1 4.4 -0.8
1982
+29.36% -3.0 -1.8 0.3 4.1 -3.6 -0.9 -2.7 12.1 3.1 13.3 6.4 0.6
1981
+10.20% 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% 4.3 -3.8 -13.0 8.0 9.1 3.8 5.2 1.6 0.8 -0.6 3.5 -0.6
1979
+29.84% 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% -4.0 -0.6 5.1 6.3 2.8 0.1 6.7 4.3 -0.4 -13.4 2.6 0.9
1977
+5.24% -1.5 -1.5 1.5 2.8 -0.7 5.1 -1.6 -2.3 0.3 -3.4 6.6 0.4
1976
+46.79% 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% 23.2 2.5 5.1 3.5 5.3 8.2 -5.6 -2.4 -3.2 7.0 4.7 0.4
1974
-19.80% 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% -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% 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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