Data Source: from January 2005 to October 2021

Last Update: 31 Oct 2021

Category: Stocks
ETF: Vanguard Small-Cap Value (VBR)

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.

Time Range:
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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
* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

Vanguard Small-Cap Value (VBR) ETF: annualized rolling and average returns

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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.

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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 %
-0.01
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
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 Value (VBR) ETF:

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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
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