Performance analysis of IVOV (VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES)
Annual Return
Over the past 3 years, IVOV has had an average annual return of +12.06%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IVOV has had an average annual return of +9.47%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, IVOV has had an average annual return of +10.38%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Sep 9, 2010, IVOV has had an average annual return of +11.70%, underperforming the benchmark SPY, which returned +14.76% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.25% | +7.60% | +11.52% | +15.41% | -7.20% | +30.44% | +3.70% | +25.89% | -12.11% | +12.21% | +26.54% | -6.96% |
| 2014 | 2013 | 2012 | 2011 | 2010 | |||||||
| +12.12% | +34.38% | +17.21% | -2.72% | +18.19% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.09% | +2.36% | -5.27% | +7.46% | +0.04% | +4.08% | -0.60% | +12.25% | |||||
| 2025 | +3.97% | -3.08% | -4.41% | -4.56% | +4.69% | +3.81% | +0.86% | +4.70% | -0.05% | -1.43% | +3.16% | +0.34% | +7.60% |
| 2024 | -3.14% | +1.91% | +5.52% | -6.06% | +4.64% | -1.88% | +7.55% | +0.52% | +1.12% | +0.01% | +8.90% | -6.75% | +11.52% |
| 2023 | +11.45% | -2.64% | -5.50% | -1.05% | -3.58% | +9.70% | +4.30% | -3.71% | -5.76% | -5.90% | +9.57% | +10.20% | +15.41% |
| 2022 | -4.03% | +1.17% | +2.31% | -6.73% | +2.21% | -9.52% | +9.46% | -2.86% | -9.70% | +11.75% | +6.27% | -5.03% | -7.20% |
| 2021 | +1.06% | +9.70% | +7.05% | +4.58% | +1.86% | -2.78% | -0.30% | +2.49% | -3.77% | +4.51% | -2.48% | +5.90% | +30.44% |
| 2020 | -4.08% | -10.87% | -24.14% | +14.51% | +5.41% | +0.97% | +2.57% | +4.06% | -4.48% | +3.41% | +16.71% | +6.62% | +3.70% |
| 2019 | +11.80% | +3.87% | -1.83% | +4.71% | -9.68% | +8.37% | +0.94% | -5.25% | +4.98% | +1.30% | +2.78% | +3.06% | +25.89% |
| 2018 | +1.17% | -5.03% | +0.85% | +0.90% | +3.97% | +0.36% | +2.06% | +2.65% | -1.02% | -8.93% | +2.90% | -11.35% | -12.11% |
| 2017 | +1.41% | +1.93% | -0.82% | -0.14% | -1.52% | +2.56% | +0.61% | -2.06% | +4.36% | +1.04% | +3.85% | +0.55% | +12.21% |
Drawdown analysis of IVOV (VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES)
The maximum drawdown for the IVOV was -45.99%, occurring on Mar 23, 2020. Recovery took 179 trading sessions.
The current IVOV drawdown is -1.63%.
Since Sep 9, 2010 IVOV has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.99% | Jan 16, 2020 | 45 | Mar 23, 2020 | 179 | Dec 4, 2020 | 224 |
| -27.43% | Apr 29, 2011 | 108 | Oct 3, 2011 | 115 | Mar 19, 2012 | 223 |
| -22.74% | Aug 29, 2018 | 80 | Dec 24, 2018 | 218 | Nov 5, 2019 | 298 |
| -22.61% | Nov 25, 2024 | 90 | Apr 8, 2025 | 170 | Dec 10, 2025 | 260 |
| -21.22% | Jun 23, 2015 | 145 | Jan 20, 2016 | 97 | Jun 8, 2016 | 242 |
| -19.29% | Jan 4, 2022 | 186 | Sep 30, 2022 | 81 | Jan 27, 2023 | 267 |
| -18.83% | Feb 2, 2023 | 185 | Oct 27, 2023 | 36 | Dec 19, 2023 | 221 |
| -11.71% | Mar 19, 2012 | 53 | Jun 4, 2012 | 67 | Sep 7, 2012 | 120 |
| -10.58% | Feb 6, 2026 | 29 | Mar 20, 2026 | 32 | May 6, 2026 | 61 |
| -10.52% | Sep 2, 2014 | 29 | Oct 13, 2014 | 30 | Nov 24, 2014 | 59 |
| -9.82% | Jan 23, 2018 | 12 | Feb 8, 2018 | 82 | Jun 7, 2018 | 94 |
| -9.21% | May 7, 2021 | 49 | Jul 19, 2021 | 69 | Oct 25, 2021 | 118 |
| -9.10% | Sep 14, 2012 | 43 | Nov 16, 2012 | 21 | Dec 18, 2012 | 64 |
| -8.57% | Nov 15, 2021 | 11 | Dec 1, 2021 | 23 | Jan 4, 2022 | 34 |
| -7.55% | Mar 28, 2024 | 14 | Apr 18, 2024 | 19 | May 15, 2024 | 33 |
| -7.43% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |
| -7.42% | Jun 8, 2016 | 13 | Jun 27, 2016 | 10 | Jul 12, 2016 | 23 |
| -6.51% | Jan 22, 2014 | 8 | Feb 3, 2014 | 14 | Feb 24, 2014 | 22 |
| -6.34% | Mar 15, 2021 | 7 | Mar 24, 2021 | 15 | Apr 15, 2021 | 22 |
| -6.17% | Jul 25, 2017 | 19 | Aug 21, 2017 | 26 | Sep 27, 2017 | 45 |
| -6.08% | Aug 1, 2013 | 22 | Sep 3, 2013 | 20 | Oct 1, 2013 | 42 |
| -5.74% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.64% | Dec 29, 2014 | 12 | Jan 15, 2015 | 19 | Feb 12, 2015 | 31 |
| -5.40% | Jul 1, 2014 | 26 | Aug 7, 2014 | 17 | Sep 2, 2014 | 43 |
| -5.22% | Dec 28, 2023 | 12 | Jan 17, 2024 | 44 | Mar 20, 2024 | 56 |