INDX-MID

S&P MidCap 400

Index

$3,615.78−32.62 (−0.89%)Close Oct 16, 2026

Jan 2, 1981 – Oct 16, 2026

Final balance: $980,418
CAGR: +10.53%
Max drawdown: −56.32%
Sharpe ratio: 0.63

Growth of $10,000

Trailing returns (%)

S&P MidCap 400's average annual return was 9.05% over the last 10 years and 7.90% over the last 20 years, through Oct 16, 2026. $10,000 in the S&P MidCap 400 on Oct 14, 2016 grew to $23,791 by Oct 16, 2026.

Ticker	1M	3M	6M	YTD	1Y	3Y	5Y	10Y	15Y	20Y	25Y	30Y	Since 1981
INDX-MID	−0.68	−4.76	+1.11	+9.40	+12.41	+13.35	+5.64	+9.05	+10.08	+7.90	+8.60	+9.39	+10.53

1M: −0.68%
3M: −4.76%
6M: +1.11%
YTD: +9.40%
1Y: +12.41%
3Y: +13.35%
5Y: +5.64%
10Y: +9.05%
15Y: +10.08%
20Y: +7.90%
25Y: +8.60%
30Y: +9.39%
Since 1981: +10.53%

Annual returns

2026 through Oct 16

S&P MidCap 400 returns by year

Year	Return
2026 through Oct 16	+9.40%
2025	+5.90%
2024	+12.20%
2023	+14.45%
2022	−14.48%
2021	+23.21%
2020	+11.81%
2019	+24.05%
2018	−12.50%
2017	+14.45%
2016	+18.73%
2015	−3.71%
2014	+8.19%
2013	+31.57%
2012	+16.07%
2011	−3.10%
2010	+24.85%
2009	+35.00%
2008	−37.28%
2007	+6.69%
2006	+8.99%
2005	+11.27%
2004	+15.16%
2003	+34.02%
2002	−15.45%
2001	−1.63%
2000	+16.21%
1999	+13.35%
1998	+17.68%
1997	+30.44%
1996	+17.32%
1995	+28.56%
1994	−5.54%
1993	+11.72%
1992	+9.53%
1991	+46.59%
1990	−8.07%
1989	+31.41%
1988	+17.02%
1987	−4.84%
1986	+12.67%
1985	+30.32%
1984	−3.56%
1983	+20.52%
1982	+15.64%
1981	+2.14%

Metrics

Since 1981

Volatility	18.63%
Sortino ratio	0.88
Calmar ratio	0.19
Best year, 1991	+46.59%
Worst year, 2008	−37.28%
Positive years	34 of 45
Longest drawdown	3.5 years

Worst drawdowns

Since 1981

Decline	Peak	Bottom	Recovered	Length
−56.3%	Jul 2007	Mar 2009	Jan 2011	3.5 years
−42.1%	Feb 2020	Mar 2020	Nov 2020	9 months
−32.8%	Aug 1987	Oct 1987	Apr 1989	1.7 years
−32.3%	Apr 2002	Oct 2002	Nov 2003	1.5 years
−27.5%	Apr 1998	Oct 1998	Dec 1998	8 months