Last Update: 31 Aug 2021

Category: Stocks
ETF: Vanguard Mid-Cap (VO)

In the last 10 years, the Vanguard Mid-Cap (VO) ETF obtained a 14.84% compound annual return, with a 15.35% standard deviation.

In the last 20 years, a 10.81% compound annual return, with a 17.03% standard deviation.

In 2020, the portfolio granted a 1.69% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Mid-Cap (VO): 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 (VO) ETF is present in the following Lazy Portfolios:

Portfolio Name Author ETF Weight
7Twelve Portfolio Craig Israelsen 8.3%

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 (VO): Dividend Yield page.

Capital Growth:

ETF Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Swipe left to see all data
Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.02%
0.00%
1 - 0
3M
+6.23%
0.00%
3 - 0
6M
+14.95%
0.00%
6 - 0
YTD
+20.51%
-0.47%
Jan 2021 - Jan 2021
7 - 1
1Y
+39.72%
13.01%
-1.68%
Sep 2020 - Oct 2020
9 - 3
3Y
+16.22%
annualized
21.23%
-25.76%
Jan 2020 - Mar 2020
25 - 11
5Y
+15.67%
annualized
17.01%
-25.76%
Jan 2020 - Mar 2020
44 - 16
10Y
+14.84%
annualized
15.35%
-25.76%
Jan 2020 - Mar 2020
84 - 36
MAX
01 Jan 1972
+12.38%
annualized
17.31%
-54.01%
Jun 2007 - Feb 2009
369 - 227

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+13.87% +79.32%
Jul 1982 - Jun 1983
-46.45%
Mar 2008 - Feb 2009
21.03%
2 Years
+12.98% +49.30%
Mar 2009 - Feb 2011
-29.18%
Mar 2007 - Feb 2009
10.30%
3 Years
+13.02% +31.68%
Mar 2009 - Feb 2012
-17.29%
Mar 2006 - Feb 2009
8.56%
5 Years
+13.15% +28.68%
Aug 1982 - Jul 1987
-5.00%
Mar 2004 - Feb 2009
1.30%
7 Years
+13.20% +23.87%
Apr 1980 - Mar 1987
-0.99%
Mar 2002 - Feb 2009
0.39%
10 Years
+13.15% +21.32%
Oct 1974 - Sep 1984
+3.29%
Mar 1999 - Feb 2009
0.00%
15 Years
+13.02% +20.66%
Oct 1974 - Sep 1989
+6.77%
Mar 1994 - Feb 2009
0.00%
20 Years
+13.07% +18.11%
Oct 1974 - Sep 1994
+7.30%
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 (VO) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the Vanguard Mid-Cap (VO) 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 %
1.60
58%
1.12
64%
1.28
70%
1.85
64%
1.34
66%
0.69
56%
0.60
54%
0.66
56%
-0.39
51%
0.19
59%
2.39
76%
1.92
69%
Best
Year
19.3
1975
8.3
1991
8.6
2000
14.3
2009
9.5
1990
7.1
1975
9.0
2009
11.8
1984
10.7
2010
16.3
1974
13.4
2020
10.6
1991
Worst
Year
-7.6
1990
-9.5
2009
-18.4
2020
-6.4
1973
-7.3
2010
-7.7
2008
-9.7
2002
-16.1
1998
-13.0
2008
-25.2
1987
-14.7
1973
-9.8
2018

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

Investing in Vanguard Mid-Cap (VO) 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
+20.51% -0.5 5.3 2.4 4.8 0.8 1.8 1.3 3.0
2020
+18.06% -0.3 -8.8 -18.4 14.2 7.3 2.0 6.3 3.2 -1.6 -0.1 13.4 4.0
2019
+30.97% 10.5 4.3 1.4 3.7 -6.1 7.1 1.3 -2.8 2.1 1.1 3.2 2.4
2018
-9.22% 4.3 -4.0 -0.1 -0.2 1.8 1.0 2.5 2.5 -0.4 -8.4 2.3 -9.8
2017
+19.27% 3.0 3.1 0.0 1.2 0.9 0.6 1.8 -0.6 2.3 1.5 3.2 1.0
2016
+11.26% -7.6 1.4 8.0 0.5 1.8 0.0 4.6 0.1 0.4 -3.1 4.7 0.7
2015
-1.35% -2.0 6.0 3.4 -3.4 1.1 -1.7 1.2 -5.2 -3.7 6.0 0.3 -2.7
2014
+13.75% -2.4 6.1 -0.3 -0.9 2.3 3.0 -2.5 4.7 -3.2 3.4 2.8 0.3
2013
+35.04% 6.6 1.2 4.5 1.7 1.9 -1.2 5.7 -2.6 4.6 3.4 2.1 3.0
2012
+16.22% 6.7 4.3 1.9 -0.6 -7.1 2.5 0.0 3.1 2.0 -1.2 1.6 2.6
2011
-2.08% 2.2 4.1 1.7 2.7 -0.4 -2.4 -3.4 -7.0 -9.9 13.1 -0.6 -0.4
2010
+25.68% -3.6 5.3 7.0 3.6 -7.3 -6.2 6.9 -4.5 10.7 4.1 2.1 6.9
2009
+40.44% -6.9 -9.5 8.5 14.3 4.4 -0.5 9.0 5.0 6.3 -4.4 5.1 6.1
2008
-41.56% -6.7 -1.5 -2.4 6.8 4.5 -7.7 -3.9 1.6 -13.0 -22.0 -9.1 5.0
2007
+5.51% 3.4 0.2 0.9 3.6 4.3 -1.8 -4.6 0.7 2.9 1.8 -5.1 -0.5
2006
+13.93% 5.4 -0.8 3.1 0.9 -3.6 -0.5 -2.1 2.0 1.7 3.7 4.0 -0.2
2005
+13.97% -2.9 3.7 -1.1 -3.7 5.4 3.0 5.2 -0.4 1.5 -3.5 5.2 1.3
2004
+20.35% 2.6 2.2 -0.2 -4.1 2.7 2.7 -4.6 0.1 3.8 3.0 7.0 4.2
2003
+34.14% -2.9 -2.4 0.9 7.2 7.8 0.6 3.0 4.8 -1.5 7.5 2.9 2.7
2002
-14.61% -0.5 0.2 7.1 -0.5 -1.7 -7.4 -9.7 0.6 -8.2 4.3 5.8 -4.1
2001
-0.50% 2.2 -5.7 -7.5 11.1 2.4 -0.4 -1.4 -3.3 -12.4 4.5 7.4 5.2
2000
+18.10% -2.8 7.0 8.6 -3.5 -1.3 1.7 1.6 11.2 -0.7 -3.4 -7.5 7.7
1999
+15.32% -3.9 -5.2 2.9 7.8 0.5 5.5 -2.1 -3.4 -3.1 5.2 5.3 6.0
1998
+9.90% -1.8 8.0 4.6 0.0 -3.1 1.0 -5.1 -16.1 6.7 7.5 5.0 5.7
1997
+25.66% 3.4 0.3 -4.8 2.5 7.7 3.1 7.3 -0.3 5.3 -4.8 2.2 2.2
1996
+18.97% 2.0 2.4 1.3 3.7 1.6 -2.1 -6.2 5.3 4.6 0.2 6.0 -0.5
1995
+33.22% 1.7 4.5 2.6 1.9 2.6 4.2 5.6 1.5 2.5 -2.3 4.5 -0.1
1994
-1.72% 3.0 -1.5 -4.3 1.0 -0.5 -3.2 3.5 5.1 -2.0 0.4 -4.2 1.3
1993
+16.20% 2.2 -0.1 3.6 -2.8 3.8 1.5 0.1 4.8 0.4 0.7 -2.8 4.0
1992
+15.19% 1.4 1.9 -2.6 1.2 0.7 -1.9 4.2 -2.2 1.5 2.7 4.8 2.9
1991
+40.44% 6.3 8.3 3.9 1.1 5.4 -4.8 4.7 2.5 -0.7 2.0 -3.7 10.6
1990
-10.73% -7.6 1.7 2.7 -4.5 9.5 -1.1 -2.4 -10.3 -7.2 -3.1 9.1 4.1
1989
+26.00% 5.8 0.0 1.3 5.2 4.2 -0.3 6.8 3.3 -1.2 -4.3 1.2 1.9
1988
+19.44% 3.6 7.6 0.6 0.1 -0.3 6.8 -2.0 -1.9 3.3 0.3 -2.1 2.3
1987
+0.84% 12.3 5.7 1.4 -2.3 0.6 3.8 4.3 3.5 -1.7 -25.2 -5.0 8.8
1986
+17.12% 1.8 7.6 6.1 -0.6 5.2 1.3 -6.8 6.9 -6.8 4.9 0.5 -2.9
1985
+32.79% 10.8 1.3 -0.4 -0.7 5.4 2.2 0.6 -0.5 -4.7 4.5 7.2 4.0
1984
-1.74% -3.7 -5.7 1.5 -0.6 -5.3 3.5 -3.3 11.8 0.0 -0.7 -0.8 2.7
1983
+27.11% 3.3 4.9 3.7 6.4 4.0 4.3 -3.0 -1.4 3.6 -4.0 4.9 -1.7
1982
+25.21% -3.8 -3.9 -0.9 4.8 -3.7 -2.2 -2.4 11.8 3.1 14.1 7.1 0.8
1981
+4.10% -1.9 2.3 8.2 0.8 2.7 -1.6 -1.6 -5.9 -6.2 6.8 3.8 -2.3
1980
+30.76% 5.6 -3.0 -13.1 7.0 8.3 4.5 7.9 2.8 2.8 0.7 7.8 -2.0
1979
+31.48% 6.9 -3.6 8.2 1.4 -1.3 6.2 2.9 6.9 -0.7 -8.9 7.6 3.5
1978
+8.97% -5.1 -0.4 5.1 7.2 3.7 -0.3 6.2 5.8 -1.5 -14.5 3.4 1.2
1977
+1.30% -2.6 -2.2 0.2 1.5 -0.7 5.4 -1.9 -1.7 0.5 -3.5 6.5 0.4
1976
+36.67% 14.9 2.9 1.8 -1.4 -1.4 5.6 0.0 -0.6 2.4 -1.9 3.2 7.3
1975
+48.69% 19.3 4.0 5.3 4.8 6.0 7.1 -6.3 -3.2 -3.8 6.0 3.9 -0.6
1974
-26.34% 1.9 0.2 -3.1 -6.4 -6.3 -2.9 -5.5 -9.5 -8.0 16.3 -1.8 -2.6
1973
-24.20% -6.0 -5.5 -2.3 -6.4 -4.5 -3.5 8.7 -2.0 10.1 -1.4 -14.7 2.7
1972
+8.02% 2.3 2.3 1.1 0.1 0.3 -3.6 -2.5 3.6 -1.9 0.3 7.3 -1.0

ETF Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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