Data Source: from January 2005 to October 2021
Last Update: 31 Oct 2021
In the last 10 years, the Vanguard Small-Cap Value (VBR) ETF obtained a 13.19% compound annual return, with a 17.23% standard deviation.
In 2020, the portfolio granted a 1.76% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Small-Cap Value (VBR) ETF: Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Multi Cap
- Style: Blend
- 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 Value (VBR) ETF: Dividend Yield page.
| Period | Returns Oct 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+4.56%
|
0.00%
|
1 - 0 | |
|
3M
|
+4.01%
|
-2.55%
Sep 2021 - Sep 2021
|
2 - 1 | |
|
6M
|
+3.52%
|
-3.16%
Jun 2021 - Sep 2021
|
3 - 3 | |
|
YTD
|
+25.88%
|
-3.16%
Jun 2021 - Sep 2021
|
7 - 3 | |
|
1Y
|
+57.86%
|
17.99%
|
-3.16%
Jun 2021 - Sep 2021
|
9 - 3 |
|
3Y
|
+14.05%
annualized
|
25.28%
|
-34.97%
Jan 2020 - Mar 2020
|
25 - 11 |
|
5Y
|
+12.72%
annualized
|
21.03%
|
-35.27%
Sep 2018 - Mar 2020
|
43 - 17 |
|
10Y
|
+13.19%
annualized
|
17.23%
|
-35.27%
Sep 2018 - Mar 2020
|
83 - 37 |
|
MAX
01 Jan 2005
|
+9.06%
annualized
|
19.41%
|
-55.88%
Jun 2007 - Feb 2009
|
131 - 71 |
Drawdowns
Rolling Returns ( more details)
Vanguard Small-Cap Value (VBR) ETF: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+11.08% |
+90.35% Apr 2020 - Mar 2021 |
-45.43% Mar 2008 - Feb 2009 |
27.75% |
| 2 Years |
+8.51% |
+51.33% Mar 2009 - Feb 2011 |
-31.52% Mar 2007 - Feb 2009 |
21.23% |
| 3 Years |
+7.96% |
+31.70% Mar 2009 - Feb 2012 |
-19.13% Mar 2006 - Feb 2009 |
19.16% |
| 5 Years |
+9.48% |
+28.12% Mar 2009 - Feb 2014 |
-2.09% Apr 2015 - Mar 2020 |
4.20% |
| 7 Years |
+9.95% |
+19.05% Apr 2009 - Mar 2016 |
+3.16% Apr 2013 - Mar 2020 |
0.00% |
| 10 Years |
+9.88% |
+17.57% Mar 2009 - Feb 2019 |
+5.89% Feb 2006 - Jan 2016 |
0.00% |
| 15 Years |
+7.68% |
+9.19% Jun 2006 - May 2021 |
+5.33% 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 Value (VBR) ETF: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
In the table below, for the Vanguard Small-Cap Value (VBR) 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.
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
-0.01 53% |
0.68 71% |
1.01 71% |
2.94 71% |
0.44 65% |
-0.15 53% |
1.57 59% |
-0.07 59% |
0.16 59% |
0.36 65% |
2.40 81% |
1.45 75% |
| Best Year |
11.2 2019 |
8.8 2021 |
8.9 2016 |
19.6 2009 |
7.3 2005 |
6.8 2019 |
10.7 2009 |
6.2 2009 |
10.4 2010 |
14.4 2011 |
17.4 2020 |
7.7 2010 |
| Worst Year |
-12.4 2009 |
-14.0 2009 |
-25.1 2020 |
-5.0 2005 |
-8.1 2019 |
-11.4 2008 |
-7.7 2007 |
-8.2 2011 |
-10.6 2011 |
-22.0 2008 |
-9.6 2008 |
-11.4 2018 |
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Returns of Vanguard Small-Cap Value (VBR) ETF:
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
+25.88% | 2.0 | 8.8 | 5.3 | 4.0 | 2.2 | -1.0 | -1.7 | 2.1 | -2.6 | 4.6 | ||
| 2020 |
+5.87% | -3.4 | -10.2 | -25.1 | 13.1 | 4.8 | 2.1 | 3.3 | 4.6 | -3.7 | 3.1 | 17.4 | 6.8 |
| 2019 |
+22.77% | 11.2 | 4.0 | -1.9 | 3.9 | -8.1 | 6.8 | 0.8 | -5.4 | 4.0 | 1.8 | 2.5 | 2.8 |
| 2018 |
-12.26% | 1.9 | -4.7 | 0.8 | 0.4 | 4.5 | 0.4 | 2.5 | 2.4 | -1.7 | -9.1 | 2.4 | -11.4 |
| 2017 |
+11.80% | 0.7 | 2.0 | -0.7 | 0.4 | -2.4 | 2.4 | 1.0 | -1.5 | 5.0 | 0.9 | 3.2 | 0.5 |
| 2016 |
+24.90% | -6.4 | 1.5 | 8.9 | 2.1 | 1.4 | 0.2 | 4.6 | 0.7 | 0.3 | -2.9 | 10.2 | 2.9 |
| 2015 |
-4.76% | -3.3 | 5.7 | 1.3 | -1.3 | 1.4 | -1.5 | -1.0 | -4.8 | -3.6 | 6.6 | 1.3 | -4.9 |
| 2014 |
+10.55% | -2.8 | 5.0 | 1.3 | -1.1 | 1.6 | 4.3 | -4.8 | 5.1 | -5.5 | 4.9 | 1.1 | 1.8 |
| 2013 |
+36.55% | 6.5 | 1.6 | 4.6 | 0.1 | 3.1 | -1.3 | 6.9 | -4.2 | 5.3 | 3.9 | 2.9 | 2.7 |
| 2012 |
+18.98% | 7.0 | 2.6 | 2.4 | -1.0 | -6.3 | 4.5 | -0.4 | 3.0 | 2.8 | -0.7 | 1.0 | 3.3 |
| 2011 |
-4.23% | 0.6 | 4.7 | 1.5 | 2.3 | -2.1 | -2.1 | -3.3 | -8.2 | -10.6 | 14.4 | -0.1 | 0.8 |
| 2010 |
+25.10% | -3.0 | 5.0 | 8.2 | 6.2 | -8.0 | -8.2 | 7.5 | -6.7 | 10.4 | 3.6 | 2.3 | 7.7 |
| 2009 |
+30.92% | -12.4 | -14.0 | 8.8 | 19.6 | 3.8 | -0.1 | 10.7 | 6.2 | 5.4 | -6.1 | 3.6 | 6.9 |
| 2008 |
-32.20% | -3.9 | -2.6 | -0.4 | 4.7 | 4.1 | -11.4 | 4.1 | 3.6 | -5.3 | -22.0 | -9.6 | 4.5 |
| 2007 |
-6.94% | 2.0 | -0.6 | 0.6 | 1.7 | 3.8 | -2.3 | -7.7 | 1.7 | 0.9 | 1.6 | -6.9 | -1.3 |
| 2006 |
+19.49% | 6.9 | 0.5 | 3.6 | 0.0 | -3.8 | 1.0 | -1.2 | 2.1 | 0.9 | 4.6 | 3.3 | 0.4 |
| 2005 |
+6.26% | -3.7 | 2.4 | -2.2 | -5.0 | 7.3 | 3.6 | 5.5 | -2.0 | 0.8 | -3.2 | 3.8 | -0.2 |