In the last 30 Years, the Vanguard Mid-Cap Value (VOE) ETF obtained a 11.25% compound annual return, with a 16.00% 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 Apr 30, 2022
Historical returns and stats of Vanguard Mid-Cap Value (VOE) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Apr 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Apr 2022
|
-4.93
|
-5.25
|
-4.93
Apr 2022 - Apr 2022
|
0 - 1
|
|
3M
|
-2.27
|
-4.55
|
-4.93
Apr 2022 - Apr 2022
|
1 - 2
|
|
6M
|
-1.32
|
-5.45
|
-4.93
Apr 2022 - Apr 2022
|
2 - 4
|
|
YTD
|
-4.91
|
-7.72
|
-4.93
Apr 2022 - Apr 2022
|
1 - 3
|
|
1Y
|
2.93
|
-4.90
|
11.78
|
-4.93
Apr 2022 - Apr 2022
|
6 - 6
50% pos
|
3Y(*)
|
10.84
|
6.37
|
21.42
|
-31.25
Jan 2020 - Mar 2020
|
23 - 13
64% pos
|
5Y(*)
|
9.25
|
5.66
|
18.64
|
-31.25
Jan 2020 - Mar 2020
|
41 - 19
68% pos
|
10Y(*)
|
11.89
|
9.34
|
15.24
|
-31.25
Jan 2020 - Mar 2020
|
84 - 36
70% pos
|
15Y(*)
|
8.08
|
5.67
|
18.15
|
-56.45
Jun 2007 - Feb 2009
|
118 - 62
66% pos
|
20Y(*)
|
9.89
|
7.31
|
17.16
|
-56.45
Jun 2007 - Feb 2009
|
158 - 82
66% pos
|
25Y(*)
|
10.23
|
7.66
|
17.08
|
-56.45
Jun 2007 - Feb 2009
|
192 - 108
64% pos
|
30Y(*)
|
11.25
|
8.58
|
16.00
|
-56.45
Jun 2007 - Feb 2009
|
235 - 125
65% pos
|
MAX(*)
01 Jan 1972
|
12.89
|
8.60
|
16.69
|
-56.45
Jun 2007 - Feb 2009
|
390 - 214
65% pos
|
US Inflation is updated to Apr 2022. Current inflation (annualized) is 1Y: 8.22% , 5Y: 3.40% , 10Y: 2.33% , 30Y: 2.46%
ETF Returns, up to December 2006, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
Capital Growth as of Apr 30, 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.
The Inflation Adjusted Capital now would be 11831.64$, with a net total return of 1083.16% (8.58% annualized).
The Inflation Adjusted Capital now would be 63673.11$, with a net total return of 6267.31% (8.60% annualized).
Drawdowns
Worst drawdowns since May 1992.
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 |
-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 |
-4.93% | Apr 2022 | Apr 2022 | 1 | in progress | 1 | |
-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.
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 |
-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 |
-6.91% | Jul 1977 | Oct 1977 | 4 | Apr 1978 | 6 | 10 |
Rolling Returns ( more details)
Vanguard Mid-Cap Value (VOE) ETF: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
14.66 |
77.11 Mar 2009 - Feb 2010 |
-45.36 Mar 2008 - Feb 2009 |
22.09% |
2 Years |
13.75 |
51.71 Jan 1975 - Dec 1976 |
-31.62 Mar 2007 - Feb 2009 |
11.53% |
3 Years |
13.68 |
36.35 Oct 1974 - Sep 1977 |
-19.03 Mar 2006 - Feb 2009 |
7.21% |
5 Years |
13.70 |
30.24 Oct 1974 - Sep 1979 |
-5.30 Mar 2004 - Feb 2009 |
1.65% |
7 Years |
13.63 |
25.06 Apr 1980 - Mar 1987 |
-0.40 Mar 2002 - Feb 2009 |
0.38% |
10 Years |
13.59 |
23.42 Oct 1974 - Sep 1984 |
2.14 Mar 1999 - Feb 2009 |
0.00% |
15 Years |
13.30 |
22.56 Oct 1974 - Sep 1989 |
6.39 Apr 2005 - Mar 2020 |
0.00% |
20 Years |
13.31 |
19.31 Oct 1974 - Sep 1994 |
7.90 Apr 2000 - Mar 2020 |
0.00% |
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?
For further information about the seasonality, check the Asset Class Seasonality page.
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% |
1.20 66% |
0.42 56% |
0.68 56% |
0.72 62% |
-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 |
-9.8 2008 |
-10.0 2002 |
-14.6 1998 |
-12.0 2002 |
-23.1 1987 |
-12.8 1973 |
-10.6 2018 |
Monthly/Yearly Returns
Vanguard Mid-Cap Value (VOE) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-4.91 | -7.72 | -2.7 | -0.6 | 3.4 | -4.9 | ||||||||
2021 |
+28.76 | +20.23 | -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 | +1.30 | -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 | +25.02 | 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 | -14.10 | 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 | +14.63 | 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 | +13.08 | -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 | -2.52 | -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 | +13.22 | -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 | +35.71 | 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 | +14.01 | 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 | -3.36 | 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 | +20.03 | -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 | +34.45 | -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 | -36.63 | -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 | -8.11 | 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 | +11.95 | 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 | +12.27 | -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 | +21.96 | 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 | +35.19 | -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 | -15.06 | -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 | -2.40 | -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 | +15.82 | -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 | +0.43 | -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 | +2.03 | -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 | +32.83 | 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 | +16.22 | 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 | +30.09 | 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 | -5.48 | 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 | +13.97 | 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 | +16.06 | 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 | +37.46 | 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 | -21.65 | -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 | +19.38 | 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 | +19.68 | 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 | -5.09 | 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 | +16.74 | 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 | +27.47 | 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 | -1.44 | -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 | +1.18 | 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 | +4.67 | 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 | +14.64 | 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 | +0.05 | -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 | -1.34 | -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 | +39.76 | 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 | +46.36 | 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 | -28.46 | 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 | -20.85 | -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.