Vanguard S&P Mid-Cap 400 ETF (IVOO) Performance
IVOO total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.6% since Dec 31, 2025
- 1 year
- +11.8% total return
- 5 years
- +6.9% a year
- 10 years
- +10.7% a year
- Since first price
- +11.7% a year since 2010
IVOO trailing returns vs SPY, QQQ, AGG
| Period | IVOO total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.9% | −0.9% | −1.0% | −5.0% | +0.9% |
| 3 months | −3.7% | −4.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +0.3% | −0.3% | +7.8% | +8.4% | −1.5% |
| YTD | +10.6% | +9.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +11.8% | +10.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +59.6%+16.9%/yr | +52.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +39.5%+6.9%/yr | +29.8% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +175.1%+10.7%/yr | +138.8% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +425.3%+11.7%/yr | +327.5% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionSep 9, 2010 | +499.3%+11.7%/yr | +386.2% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: IVOO vs SPY
From Sep 9, 2010: IVOO grew to $59,929, SPY to $91,223.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IVOO returns by calendar year
11 of 15 full years positive. Best 2013 (+33.6%), worst 2022 (−13.2%). 2026 is year to date.
IVOO annual returns table
| Year | IVOO | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.6% | −8.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +7.5% | −22.0% | +17.7% | +20.8% | +7.2% |
| 2024 | +14.0% | −8.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +16.4% | −14.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −13.2% | −22.7% | −18.2% | −32.6% | −13.0% |
| 2021 | +24.6% | −8.5% | +28.7% | +27.4% | −1.8% |
| 2020 | +13.6% | −42.3% | +18.3% | +48.6% | +7.5% |
| 2019 | +26.2% | −8.6% | +31.2% | +39.0% | +8.5% |
| 2018 | −11.3% | −23.2% | −4.6% | −0.1% | +0.1% |
| 2017 | +16.4% | −5.5% | +21.7% | +32.7% | +3.6% |
| 2016 | +20.4% | −10.2% | +12.0% | +7.1% | +2.4% |
| 2015 | −2.3% | −12.5% | +1.2% | +9.4% | +0.5% |
| 2014 | +9.5% | −10.5% | +13.5% | +19.2% | +6.0% |
| 2013 | +33.6% | −7.1% | +32.3% | +36.6% | −2.0% |
| 2012 | +17.8% | −11.4% | +16.0% | +18.1% | +3.8% |
| 2011 | −2.6% | −26.3% | +1.9% | +3.4% | +7.7% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
IVOO largest drawdowns
Now 7.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 20, 2020 | −42.3% | Mar 23, 2020 | Nov 9, 2020 | 32 days | 9 months |
| Apr 29, 2011 | −26.3% | Oct 3, 2011 | Mar 19, 2012 | 5 months | 11 months |
| Nov 25, 2024 | −24.1% | Apr 8, 2025 | Dec 10, 2025 | 4 months | 1.0 years |
| Nov 16, 2021 | −23.8% | Jun 16, 2022 | Feb 12, 2024 | 7 months | 2.2 years |
| Aug 29, 2018 | −23.2% | Dec 24, 2018 | Nov 25, 2019 | 4 months | 1.2 years |
| Jun 23, 2015 | −19.3% | Feb 11, 2016 | Jul 11, 2016 | 8 months | 1.1 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IVOO risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2010 |
|---|---|---|---|---|
| Annualized return | +14.5% | +8.0% | +10.4% | +11.4% |
| Volatility (annualized) | 15.6% | 18.3% | 18.7% | 16.9% |
| Sharpe ratio | 0.67 | 0.32 | 0.50 | 0.64 |
| Sortino ratio | 1.12 | 0.49 | 0.75 | 0.99 |
| Best month | +8.9% | +11.0% | +14.4% | +14.4% |
| Worst month | −7.0% | −9.7% | −20.4% | −20.4% |
| Best 12 months | +33.3% | +33.3% | +83.9% | +83.9% |
| Worst 12 months | −2.6% | −15.3% | −22.7% | −22.7% |
| Positive months | 58% | 53% | 62% | 63% |
| Beta vs S&P 500 | 1.00 | 1.02 | 1.10 | — |
| Correlation with S&P 500 | 0.80 | 0.87 | 0.90 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
IVOO rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 182 | −22.7% | +11.6% | +83.9% | 78% |
| 3-year (a year) | 158 | −4.2% | +10.8% | +22.0% | 99% |
| 5-year (a year) | 134 | +0.4% | +10.3% | +16.9% | 100% |
| 10-year (a year) | 74 | +7.8% | +10.5% | +14.5% | 100% |
Every holding period starting at a month-end since 2010. Returns for 3 years and longer are annualized.
IVOO performance overview
Vanguard S&P Mid-Cap 400 ETF (IVOO) returned +11.8% over the past year and +10.7% a year over ten years, with distributions reinvested. Since its first recorded price in 2010 it has returned +11.7% a year, turning $10,000 into about $59,929. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −42.3%, from Feb 20, 2020 to Mar 23, 2020, and it took 8 months to get back to the old high. IVOO finished 11 of its 15 full calendar years with a gain; the best year was 2013 (+33.6%) and the worst 2022 (−13.2%). Volatility has been 16.9% a year.
Related: IVOO chart, IVOO holdings, IVOO dividends, IVOO valuation. See the IVOO overview for the latest quote and fund facts.
IVOO performance FAQ
What is the IVOO return over the past year?
IVOO returned +11.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 10.4%.
What is the average annual return of IVOO?
IVOO has returned +6.9% a year over 5 years, +10.7% a year over 10 years, +11.7% a year since September 9, 2010 (total return, distributions reinvested).
How much would $10,000 invested in IVOO be worth?
$10,000 invested in IVOO at its first recorded close on September 9, 2010 would be worth about $59,929 on October 23, 2026 with distributions reinvested.
What was the worst year for IVOO?
The worst calendar year was 2022, with a total return of −13.2%. The best was 2013 at +33.6%.
What is the biggest drawdown of IVOO?
The largest peak-to-trough decline was −42.3% between February 20, 2020 and March 23, 2020. It recovered to the old high on November 9, 2020, 8 months after the bottom.
How volatile is IVOO?
Over the past 3 years IVOO had an annualized volatility of 15.6% and a Sharpe ratio of 0.67 (excess return over 1–3 month T-bills per unit of risk).