Performance analysis of IVOO (VANGUARD S&P MID-CAP 400 INDEX FUND ETF SHARES)
Annual Return
Over the past 3 years, IVOO has had an average annual return of +13.50%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, IVOO has had an average annual return of +8.97%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, IVOO has had an average annual return of +10.94%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Sep 9, 2010, IVOO has had an average annual return of +12.24%, underperforming the benchmark SPY, which returned +14.82% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.29% | +7.46% | +13.77% | +16.45% | -13.19% | +24.59% | +13.59% | +26.17% | -11.33% | +16.37% | +20.37% | -2.31% |
| 2014 | 2013 | 2012 | 2011 | 2010 | |||||||
| +9.51% | +33.59% | +17.76% | -2.58% | +20.66% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.09% | +4.03% | -5.28% | +7.75% | +2.47% | +3.59% | -1.73% | +15.29% | |||||
| 2025 | +3.81% | -4.22% | -5.59% | -2.41% | +5.49% | +3.66% | +1.56% | +3.48% | +0.40% | -0.43% | +2.15% | -0.04% | +7.46% |
| 2024 | -1.72% | +5.82% | +5.65% | -6.00% | +4.46% | -1.65% | +5.86% | -0.15% | +1.17% | -0.77% | +8.88% | -7.20% | +13.77% |
| 2023 | +9.37% | -1.86% | -3.30% | -0.72% | -3.21% | +9.17% | +4.07% | -2.95% | -5.21% | -5.37% | +8.58% | +8.72% | +16.45% |
| 2022 | -7.16% | +1.14% | +1.32% | -7.17% | +0.79% | -9.67% | +10.95% | -3.16% | -9.18% | +10.48% | +6.16% | -5.67% | -13.19% |
| 2021 | +1.39% | +6.82% | +4.92% | +4.30% | +0.23% | -1.09% | +0.32% | +1.99% | -4.00% | +5.93% | -2.99% | +5.05% | +24.59% |
| 2020 | -2.58% | -9.42% | -20.45% | +14.36% | +7.20% | +1.21% | +4.69% | +3.45% | -3.29% | +2.37% | +14.20% | +6.53% | +13.59% |
| 2019 | +10.49% | +4.30% | -0.61% | +4.02% | -8.07% | +7.80% | +1.02% | -4.07% | +3.04% | +1.10% | +3.01% | +2.76% | +26.17% |
| 2018 | +2.77% | -4.45% | +1.09% | -0.43% | +4.15% | +0.45% | +1.69% | +3.23% | -1.15% | -9.56% | +3.08% | -11.35% | -11.33% |
| 2017 | +1.84% | +2.60% | -0.43% | +0.77% | -0.45% | +1.59% | +0.96% | -1.62% | +3.91% | +2.26% | +3.84% | +0.15% | +16.37% |
Drawdown analysis of IVOO (VANGUARD S&P MID-CAP 400 INDEX FUND ETF SHARES)
The maximum drawdown for the IVOO was -42.33%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current IVOO drawdown is -1.73%.
Since Sep 9, 2010 IVOO has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 5 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.33% | Feb 20, 2020 | 22 | Mar 23, 2020 | 161 | Nov 9, 2020 | 183 |
| -26.27% | Apr 29, 2011 | 108 | Oct 3, 2011 | 115 | Mar 19, 2012 | 223 |
| -24.22% | Nov 25, 2024 | 90 | Apr 8, 2025 | 170 | Dec 10, 2025 | 260 |
| -23.80% | Nov 16, 2021 | 146 | Jun 16, 2022 | 415 | Feb 12, 2024 | 561 |
| -23.22% | Aug 29, 2018 | 80 | Dec 24, 2018 | 232 | Nov 25, 2019 | 312 |
| -19.34% | Jun 23, 2015 | 161 | Feb 11, 2016 | 103 | Jul 11, 2016 | 264 |
| -11.38% | Mar 26, 2012 | 48 | Jun 4, 2012 | 66 | Sep 6, 2012 | 114 |
| -10.54% | Jul 1, 2014 | 72 | Oct 13, 2014 | 28 | Nov 20, 2014 | 100 |
| -9.67% | Jan 26, 2018 | 9 | Feb 8, 2018 | 81 | Jun 6, 2018 | 90 |
| -8.81% | Mar 2, 2026 | 20 | Mar 30, 2026 | 13 | Apr 17, 2026 | 33 |
| -7.98% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.61% | Sep 14, 2012 | 42 | Nov 15, 2012 | 22 | Dec 18, 2012 | 64 |
| -7.19% | Mar 28, 2024 | 14 | Apr 18, 2024 | 59 | Jul 15, 2024 | 73 |
| -7.11% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -6.92% | May 7, 2021 | 49 | Jul 19, 2021 | 29 | Aug 27, 2021 | 78 |
| -6.89% | Jan 22, 2014 | 8 | Feb 3, 2014 | 14 | Feb 24, 2014 | 22 |
| -6.41% | Sep 7, 2016 | 41 | Nov 3, 2016 | 7 | Nov 14, 2016 | 48 |
| -6.23% | Mar 15, 2021 | 7 | Mar 24, 2021 | 14 | Apr 14, 2021 | 21 |
| -6.06% | Aug 1, 2013 | 22 | Sep 3, 2013 | 11 | Sep 18, 2013 | 33 |
| -5.55% | Jul 25, 2017 | 19 | Aug 21, 2017 | 26 | Sep 27, 2017 | 45 |
| -5.43% | Apr 2, 2014 | 7 | Apr 11, 2014 | 37 | Jun 5, 2014 | 44 |
| -5.31% | Jan 20, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |
| -5.03% | Sep 2, 2021 | 12 | Sep 21, 2021 | 21 | Oct 20, 2021 | 33 |
| -4.92% | Feb 17, 2011 | 18 | Mar 16, 2011 | 10 | Mar 30, 2011 | 28 |
| -4.88% | Feb 24, 2021 | 6 | Mar 4, 2021 | 4 | Mar 10, 2021 | 10 |