Data Source: from January 2005 to October 2021

Last Update: 31 Oct 2021

Category: Stocks
ETF: Vanguard Small-Cap Growth (VBK)

In the last 10 years, the Vanguard Small-Cap Growth (VBK) ETF obtained a 15.24% compound annual return, with a 16.56% standard deviation.

In 2020, the portfolio granted a 0.59% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Small-Cap Growth (VBK) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Mid Cap
  • Style: Growth
  • Region: North America
  • Country: U.S.

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the Vanguard Small-Cap Growth (VBK) ETF: Dividend Yield page.

Time Range:
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Period Returns
Oct 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+5.51%
0.00%
1 - 0
3M
+3.43%
-3.88%
Sep 2021 - Sep 2021
2 - 1
6M
+4.01%
-3.88%
Sep 2021 - Sep 2021
3 - 3
YTD
+10.69%
-3.88%
Sep 2021 - Sep 2021
6 - 4
1Y
+36.92%
17.10%
-3.88%
Sep 2021 - Sep 2021
8 - 4
3Y
+21.91%
annualized
22.79%
-24.25%
Jan 2020 - Mar 2020
24 - 12
5Y
+19.67%
annualized
19.29%
-24.25%
Jan 2020 - Mar 2020
44 - 16
10Y
+15.24%
annualized
16.56%
-24.25%
Jan 2020 - Mar 2020
81 - 39
MAX
01 Jan 2005
+11.40%
annualized
19.30%
-53.24%
Nov 2007 - Feb 2009
129 - 73
* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

Vanguard Small-Cap Growth (VBK) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+13.60% +83.58%
Apr 2020 - Mar 2021
-43.98%
Mar 2008 - Feb 2009
20.42%
2 Years
+11.43% +54.57%
Mar 2009 - Feb 2011
-26.92%
Mar 2007 - Feb 2009
15.64%
3 Years
+10.48% +34.67%
Mar 2009 - Feb 2012
-17.05%
Mar 2006 - Feb 2009
14.97%
5 Years
+11.31% +30.00%
Mar 2009 - Feb 2014
+1.18%
Sep 2005 - Aug 2010
0.00%
7 Years
+11.45% +18.57%
Mar 2009 - Feb 2016
+5.66%
Jan 2005 - Dec 2011
0.00%
10 Years
+11.43% +18.57%
Mar 2009 - Feb 2019
+6.50%
Feb 2006 - Jan 2016
0.00%
15 Years
+10.62% +11.98%
Aug 2006 - Jul 2021
+8.18%
Apr 2005 - 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 Small-Cap Growth (VBK) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the Vanguard Small-Cap Growth (VBK) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.71
53%
1.09
71%
1.01
65%
2.95
65%
1.09
65%
0.99
59%
1.35
59%
0.17
59%
-0.22
53%
-0.03
65%
2.25
81%
1.47
75%
Best
Year
12.6
2019
6.2
2011
9.4
2009
16.7
2009
10.8
2020
7.3
2019
8.9
2009
7.0
2018
13.7
2010
16.3
2011
14.2
2020
8.8
2009
Worst
Year
-9.1
2008
-9.9
2009
-18.5
2020
-5.3
2005
-7.5
2010
-7.1
2010
-5.2
2014
-8.6
2011
-12.8
2008
-22.2
2008
-12.0
2008
-10.7
2018
Statistics calculated for the period Jan 2005 - Oct 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of Vanguard Small-Cap Growth (VBK) ETF:

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+10.69% 2.2 3.0 -2.4 3.6 -2.7 4.7 -1.3 2.0 -3.9 5.5
2020
+35.43% -0.3 -6.8 -18.5 16.5 10.8 3.0 5.9 3.4 -1.5 0.9 14.2 8.3
2019
+32.75% 12.6 5.8 0.4 3.3 -6.4 7.3 1.8 -2.4 -1.5 1.5 6.2 1.5
2018
-5.69% 3.9 -3.2 1.5 0.3 5.8 1.2 1.0 7.0 -1.2 -11.4 2.0 -10.7
2017
+21.87% 2.7 2.7 0.5 1.4 0.4 2.0 1.4 -0.4 3.9 2.3 3.1 0.3
2016
+10.88% -9.0 0.1 7.8 1.3 2.5 0.5 5.4 0.7 0.5 -5.4 6.5 0.7
2015
-2.63% -0.9 6.0 -0.3 -0.7 2.7 -0.1 0.5 -7.0 -5.6 4.7 2.4 -3.5
2014
+4.01% -1.1 5.1 -2.3 -3.8 0.7 5.8 -5.2 4.7 -4.8 3.9 1.0 0.7
2013
+38.26% 6.1 0.9 4.9 -0.4 4.4 -0.9 6.8 -1.9 6.2 2.5 2.4 2.5
2012
+17.81% 7.2 3.9 2.3 -1.0 -7.2 4.9 -1.3 4.0 2.6 -2.4 1.7 2.7
2011
-1.62% 0.9 6.2 3.2 3.3 -1.7 -2.0 -3.9 -8.6 -11.4 16.3 -0.7 -0.6
2010
+30.95% -3.7 4.7 8.2 5.0 -7.5 -7.1 6.9 -6.6 13.7 4.7 3.9 8.0
2009
+42.79% -6.9 -9.9 9.4 16.7 4.2 2.3 8.9 2.7 7.0 -6.7 3.1 8.8
2008
-40.32% -9.1 -1.7 -1.4 6.6 6.0 -5.9 -0.8 2.7 -12.8 -22.2 -12.0 4.7
2007
+9.90% 2.7 0.3 1.9 3.5 5.2 -0.5 -4.9 1.5 3.5 3.5 -6.7 0.2
2006
+12.19% 8.3 -0.2 5.0 -0.1 -6.0 -1.3 -4.8 2.1 0.9 5.6 3.0 -0.2
2005
+8.66% -3.4 1.8 -2.7 -5.3 7.4 3.0 6.8 -1.1 0.8 -3.8 6.0 0.1
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