Data Source: from January 1972 to July 2022
Consolidated Returns as of 31 Jul 2022
Live Update: Aug 18 2022
Category: Stocks
ETF: Vanguard Mid-Cap (VO)
ETF • LIVE PERFORMANCE (USD currency)
0.26%
1 Day
Aug 18 2022
4.43%
Current Month
August 2022

In the last 30 Years, the Vanguard Mid-Cap (VO) ETF obtained a 11.29% compound annual return, with a 16.57% standard deviation.

In 2021, the ETF granted a 1.39% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Mid-Cap (VO) 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 (VO) ETF is part of the following Lazy Portfolios:

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

Historical Returns as of Jul 31, 2022

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

VANGUARD MID-CAP (VO) ETF
Consolidated returns as of 31 Jul 2022
Data Source: from January 1972 to July 2022
Swipe left to see all data
Period Return (%)
as of Jul 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jul 2022
9.55
9.57
0.00
1 - 0
3M
-1.06
-3.46
-9.69
May 2022 - Jun 2022
1 - 2
6M
-7.48
-12.21
-16.94
Apr 2022 - Jun 2022
2 - 4
YTD
-14.77
-19.80
-22.21
Jan 2022 - Jun 2022
2 - 5
1Y
-9.15
-16.29
20.01
-22.21
Jan 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
10.02
4.86
21.49
-25.76
Jan 2020 - Mar 2020
22 - 14
61% pos
5Y(*)
9.90
5.79
19.19
-25.76
Jan 2020 - Mar 2020
38 - 22
63% pos
10Y(*)
12.50
9.64
15.51
-25.76
Jan 2020 - Mar 2020
82 - 38
68% pos
15Y(*)
8.73
6.21
18.28
-53.47
Nov 2007 - Feb 2009
115 - 65
64% pos
20Y(*)
10.68
7.96
16.95
-54.01
Jun 2007 - Feb 2009
155 - 85
65% pos
25Y(*)
9.79
7.13
17.52
-54.01
Jun 2007 - Feb 2009
186 - 114
62% pos
30Y(*)
11.29
8.56
16.57
-54.01
Jun 2007 - Feb 2009
230 - 130
64% pos
MAX(*)
01 Jan 1972
11.87
7.58
17.40
-54.01
Jun 2007 - Feb 2009
373 - 234
61% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Jul 2022. Current inflation (annualized) is 1Y: 8.52% , 5Y: 3.89% , 10Y: 2.60% , 30Y: 2.52%

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

Correlations as of Jul 31, 2022

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

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

VANGUARD MID-CAP (VO) ETF
Monthly correlations as of 31 Jul 2022
Swipe left to see all data
Correlation vs VO
 
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
US Total Stock Market
VTI
0.99
0.98
0.97
0.95
0.95
US Large Cap
SPY
0.98
0.97
0.95
0.92
0.92
US Small Cap
IJR
0.96
0.93
0.91
0.91
0.91
US REITs
VNQ
0.90
0.84
0.72
0.66
0.66
US Technology
QQQ
0.94
0.87
0.84
0.77
0.77
Preferred Stocks
PFF
0.91
0.84
0.76
0.47
0.47
EAFE Stocks
EFA
0.92
0.91
0.84
0.79
0.79
World All Countries
VT
0.98
0.97
0.95
0.90
0.90
Emerging Markets
EEM
0.63
0.75
0.66
0.74
0.73
Europe
VGK
0.89
0.89
0.82
0.81
0.80
Pacific
VPL
0.89
0.88
0.79
0.66
0.65
Latin America
FLLA
0.47
0.61
0.54
0.68
0.68
US Total Bond Market
BND
0.68
0.35
0.25
0.09
0.09
Long Term Treasuries
TLT
0.55
-0.11
-0.13
-0.19
-0.19
US Cash
BIL
-0.09
-0.25
-0.19
-0.03
-0.03
TIPS
TIP
0.80
0.49
0.33
0.17
0.17
Investment Grade Bonds
LQD
0.79
0.61
0.50
0.29
0.29
High Yield Bonds
HYG
0.84
0.86
0.80
0.69
0.69
International Bond Market
BNDX
0.63
0.37
0.30
0.13
0.13
Emerging Market Bonds
EMB
0.86
0.73
0.62
0.57
0.57
Gold
GLD
0.29
0.12
0.05
0.08
0.08
Commodities
DBC
0.10
0.53
0.42
0.37
0.37

Capital Growth as of Jul 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 (VO) ETF: Dividend Yield page.

An investment of 1000$, since August 1992, now would be worth 24770.12$, with a total return of 2377.01% (11.29% annualized).

The Inflation Adjusted Capital now would be 11746.49$, with a net total return of 1074.65% (8.56% annualized).
An investment of 1000$, since January 1972, now would be worth 290742.93$, with a total return of 28974.29% (11.87% annualized).

The Inflation Adjusted Capital now would be 40332.44$, with a net total return of 3933.24% (7.58% annualized).

Drawdowns

Worst drawdowns since August 1992.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-54.01% Jun 2007 Feb 2009 21 Feb 2011 24 45
-25.76% Jan 2020 Mar 2020 3 Aug 2020 5 8
-24.36% Apr 2002 Sep 2002 6 Oct 2003 13 19
-22.21% Jan 2022 Jun 2022 6 in progress 1 7
-22.10% Apr 1998 Aug 1998 5 Apr 1999 8 13
-21.31% May 2011 Sep 2011 5 Dec 2012 15 20
-19.33% Sep 2000 Sep 2001 13 Mar 2002 6 19
-15.75% Sep 2018 Dec 2018 4 Apr 2019 4 8
-15.16% Apr 2015 Jan 2016 10 Nov 2016 10 20
-8.30% Jul 1999 Sep 1999 3 Nov 1999 2 5
-8.19% Feb 1994 Jun 1994 5 Feb 1995 8 13
-8.16% Jun 1996 Jul 1996 2 Sep 1996 2 4
-6.10% May 2006 Jul 2006 3 Oct 2006 3 6
-6.06% May 2019 May 2019 1 Jun 2019 1 2
-4.79% Oct 1997 Oct 1997 1 Feb 1998 4 5
-4.78% Mar 2005 Apr 2005 2 May 2005 1 3
-4.76% Apr 2000 May 2000 2 Aug 2000 3 5
-4.76% Mar 1997 Mar 1997 1 May 1997 2 3
-4.61% Jul 2004 Jul 2004 1 Oct 2004 3 4
-4.30% Feb 2018 Apr 2018 3 Jul 2018 3 6

Worst drawdowns since January 1972.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-54.01% Jun 2007 Feb 2009 21 Feb 2011 24 45
-50.32% Dec 1972 Sep 1974 22 Jun 1976 21 43
-30.12% Sep 1987 Nov 1987 3 Apr 1989 17 20
-25.76% Jan 2020 Mar 2020 3 Aug 2020 5 8
-24.36% Apr 2002 Sep 2002 6 Oct 2003 13 19
-23.38% Sep 1989 Oct 1990 14 Feb 1991 4 18
-22.21% Jan 2022 Jun 2022 6 in progress 1 7
-22.10% Apr 1998 Aug 1998 5 Apr 1999 8 13
-21.31% May 2011 Sep 2011 5 Dec 2012 15 20
-19.33% Sep 2000 Sep 2001 13 Mar 2002 6 19
-18.25% Jun 1981 Jul 1982 14 Oct 1982 3 17
-15.77% Sep 1978 Oct 1978 2 Jun 1979 8 10
-15.75% Sep 2018 Dec 2018 4 Apr 2019 4 8
-15.69% Feb 1980 Mar 1980 2 Jun 1980 3 5
-15.16% Apr 2015 Jan 2016 10 Nov 2016 10 20
-14.80% Jul 1983 May 1984 11 Jan 1985 8 19
-9.51% Sep 1979 Oct 1979 2 Dec 1979 2 4
-8.30% Jul 1999 Sep 1999 3 Nov 1999 2 5
-8.19% Feb 1994 Jun 1994 5 Feb 1995 8 13
-8.16% Jun 1996 Jul 1996 2 Sep 1996 2 4

Rolling Returns ( more details)

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

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
13.82 79.32
Jul 1982 - Jun 1983
-46.45
Mar 2008 - Feb 2009
21.31%
2 Years
13.12 49.30
Mar 2009 - Feb 2011
-29.18
Mar 2007 - Feb 2009
10.10%
3 Years
13.06 31.68
Mar 2009 - Feb 2012
-17.29
Mar 2006 - Feb 2009
8.39%
5 Years
13.14 28.69
Aug 1982 - Jul 1987
-5.00
Mar 2004 - Feb 2009
1.28%
7 Years
13.15 23.87
Apr 1980 - Mar 1987
-0.99
Mar 2002 - Feb 2009
0.38%
10 Years
13.16 21.32
Oct 1974 - Sep 1984
3.30
Mar 1999 - Feb 2009
0.00%
15 Years
12.92 20.66
Oct 1974 - Sep 1989
6.77
Mar 1994 - Feb 2009
0.00%
20 Years
12.99 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

Vanguard Mid-Cap (VO) 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 %
1.41
57%
1.08
63%
1.30
71%
1.66
63%
1.31
65%
0.49
55%
0.78
55%
0.66
56%
-0.47
50%
0.32
60%
2.29
74%
1.96
70%
Best
Year
19.3
1975
8.3
1991
8.6
2000
14.2
2009
9.5
1990
7.1
1975
9.6
2022
11.8
1984
10.7
2010
16.3
1974
13.4
2020
10.6
1991
Worst
Year
-7.9
2022
-9.5
2009
-18.4
2020
-8.0
2022
-7.3
2010
-9.4
2022
-9.7
2002
-16.1
1998
-13.0
2008
-25.2
1987
-14.7
1973
-9.8
2018
Statistics calculated for the period Jan 1972 - Jul 2022

Monthly/Yearly Returns

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

MONTHLY RETURNS HISTOGRAM
373 Positive Months (61%) - 234 Negative Months (39%)
Jan 1972 - Jul 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
-14.77 -19.80 -7.9 -1.0 2.7 -8.0 -0.4 -9.4 9.6
2021
+24.69 +16.50 -0.5 5.3 2.4 4.8 0.8 1.8 1.3 3.0 -4.2 6.6 -2.5 3.9
2020
+18.06 +16.47 -0.2 -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 +28.05 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 -10.92 4.3 -4.0 -0.1 -0.2 1.8 0.9 2.5 2.5 -0.4 -8.4 2.3 -9.8
2017
+19.27 +16.81 3.0 3.0 0.0 1.2 0.9 0.6 1.8 -0.6 2.3 1.4 3.2 1.0
2016
+11.26 +9.00 -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 -2.07 -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 +12.90 -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 +33.04 6.6 1.2 4.5 1.7 1.9 -1.2 5.7 -2.6 4.6 3.3 2.1 3.0
2012
+16.22 +14.23 6.7 4.3 1.9 -0.6 -7.1 2.5 0.0 3.1 2.0 -1.1 1.6 2.5
2011
-2.08 -4.90 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 +23.83 -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 +36.72 -6.9 -9.5 8.5 14.2 4.4 -0.5 9.0 5.0 6.3 -4.4 5.1 6.1
2008
-41.56 -41.62 -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 +1.38 3.4 0.2 0.9 3.6 4.3 -1.8 -4.6 0.7 2.9 1.8 -5.1 -0.4
2006
+13.93 +11.11 5.4 -0.8 3.1 0.9 -3.6 -0.5 -2.1 2.0 1.6 3.7 4.0 -0.2
2005
+13.97 +10.20 -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 +16.56 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 +31.67 -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 -16.59 -0.5 0.2 7.1 -0.5 -1.7 -7.3 -9.7 0.6 -8.1 4.3 5.8 -4.1
2001
-0.50 -2.02 2.2 -5.7 -7.5 11.0 2.4 -0.4 -1.4 -3.3 -12.4 4.5 7.4 5.2
2000
+18.10 +14.23 -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 +12.30 -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 +8.15 -1.8 8.0 4.6 0.0 -3.1 1.0 -5.1 -16.1 6.7 7.4 5.0 5.7
1997
+25.66 +23.56 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 +15.14 2.0 2.4 1.2 3.7 1.6 -2.1 -6.2 5.3 4.5 0.2 6.0 -0.5
1995
+33.22 +29.92 1.7 4.5 2.6 1.9 2.6 4.2 5.5 1.5 2.5 -2.2 4.5 -0.1
1994
-1.72 -4.28 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 +13.09 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 +11.95 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 +36.27 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 -15.87 -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 +20.41 5.8 0.0 1.3 5.2 4.2 -0.3 6.8 3.3 -1.1 -4.3 1.2 1.9
1988
+19.44 +14.39 3.6 7.6 0.6 0.1 -0.3 6.8 -2.0 -1.8 3.3 0.3 -2.1 2.3
1987
+0.84 -3.44 12.3 5.7 1.4 -2.2 0.6 3.8 4.3 3.5 -1.7 -25.2 -5.0 8.8
1986
+17.12 +15.85 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 +27.93 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 -5.47 -3.7 -5.7 1.5 -0.5 -5.3 3.5 -3.3 11.8 0.0 -0.7 -0.8 2.7
1983
+27.11 +22.47 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 +20.60 -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 -4.42 -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 +16.22 5.6 -3.0 -13.0 7.0 8.3 4.5 7.9 2.8 2.8 0.7 7.8 -2.0
1979
+31.48 +16.05 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 -0.04 -5.1 -0.4 5.1 7.2 3.7 -0.3 6.2 5.8 -1.5 -14.5 3.3 1.2
1977
+1.30 -5.06 -2.6 -2.2 0.1 1.5 -0.7 5.4 -1.9 -1.7 0.5 -3.5 6.5 0.4
1976
+36.67 +30.33 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 +39.05 19.3 4.0 5.3 4.8 6.0 7.1 -6.2 -3.2 -3.7 6.0 3.9 -0.6
1974
-26.34 -34.43 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 -30.27 -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 +4.46 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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