Last Update: 31 Aug 2021
In the last 10 years, the Vanguard Small-Cap (VB) ETF obtained a 14.36% compound annual return, with a 17.42% standard deviation.
In 2020, the portfolio granted a 1.35% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Small-Cap (VB): 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 (VB): Dividend Yield page.
| Period | Returns Aug 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+1.96%
|
0.00%
|
1 - 0 | |
|
3M
|
+1.93%
|
-1.48%
Jul 2021 - Jul 2021
|
2 - 1 | |
|
6M
|
+7.89%
|
-1.48%
Jul 2021 - Jul 2021
|
5 - 1 | |
|
YTD
|
+16.84%
|
-1.48%
Jul 2021 - Jul 2021
|
7 - 1 | |
|
1Y
|
+44.73%
|
16.14%
|
-2.59%
Sep 2020 - Sep 2020
|
10 - 2 |
|
3Y
|
+12.57%
annualized
|
24.18%
|
-30.07%
Jan 2020 - Mar 2020
|
25 - 11 |
|
5Y
|
+14.77%
annualized
|
19.61%
|
-30.07%
Jan 2020 - Mar 2020
|
44 - 16 |
|
10Y
|
+14.36%
annualized
|
17.42%
|
-30.07%
Jan 2020 - Mar 2020
|
83 - 37 |
|
MAX
01 Jan 2005
|
+10.27%
annualized
|
19.09%
|
-53.72%
Jun 2007 - Feb 2009
|
130 - 70 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns ( more details)
Vanguard Small-Cap (VB) ETF: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+11.94% |
+87.88% Apr 2020 - Mar 2021 |
-44.49% Mar 2008 - Feb 2009 |
24.34% |
| 2 Years |
+9.83% |
+52.94% Mar 2009 - Feb 2011 |
-29.16% Mar 2007 - Feb 2009 |
19.21% |
| 3 Years |
+9.17% |
+33.21% Mar 2009 - Feb 2012 |
-17.97% Mar 2006 - Feb 2009 |
15.76% |
| 5 Years |
+10.38% |
+29.11% Mar 2009 - Feb 2014 |
+0.36% Apr 2015 - Mar 2020 |
0.00% |
| 7 Years |
+10.76% |
+18.92% Mar 2009 - Feb 2016 |
+4.56% Jan 2005 - Dec 2011 |
0.00% |
| 10 Years |
+10.63% |
+18.10% Mar 2009 - Feb 2019 |
+6.32% Feb 2006 - Jan 2016 |
0.00% |
| 15 Years |
+9.08% |
+10.57% Aug 2006 - Jul 2021 |
+6.77% 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 (VB) ETF: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
In the table below, for the Vanguard Small-Cap (VB) 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 % |
0.31 53% |
0.89 71% |
1.05 65% |
3.01 76% |
0.76 65% |
0.31 59% |
1.44 59% |
0.01 59% |
0.21 63% |
-0.12 63% |
2.34 81% |
1.48 69% |
| Best Year |
11.7 2019 |
6.2 2021 |
8.5 2009 |
18.7 2009 |
7.7 2020 |
7.0 2019 |
9.6 2009 |
5.1 2014 |
12.0 2010 |
15.3 2011 |
15.8 2020 |
7.9 2009 |
| Worst Year |
-9.7 2009 |
-12.0 2009 |
-22.0 2020 |
-4.4 2005 |
-7.8 2010 |
-8.5 2008 |
-6.2 2007 |
-8.4 2011 |
-11.0 2011 |
-21.9 2008 |
-11.4 2008 |
-11.1 2018 |
For further information about the seasonality, check the Asset Class Seasonality page.
Investing in Vanguard Small-Cap (VB) ETF: detail of monthly returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
+16.84% | 2.0 | 6.2 | 1.8 | 3.9 | 0.0 | 1.5 | -1.5 | 2.0 | ||||
| 2020 |
+19.16% | -2.0 | -8.5 | -22.0 | 14.6 | 7.7 | 2.6 | 4.6 | 4.0 | -2.6 | 2.2 | 15.8 | 7.5 |
| 2019 |
+27.32% | 11.7 | 4.9 | -0.9 | 3.6 | -7.2 | 7.0 | 1.2 | -4.0 | 1.4 | 1.7 | 4.2 | 2.2 |
| 2018 |
-9.33% | 2.7 | -4.0 | 1.1 | 0.4 | 5.1 | 0.7 | 1.8 | 4.5 | -1.5 | -10.1 | 2.2 | -11.1 |
| 2017 |
+16.26% | 1.5 | 2.3 | -0.2 | 0.9 | -1.1 | 2.2 | 1.2 | -0.9 | 4.4 | 1.6 | 3.1 | 0.5 |
| 2016 |
+18.44% | -7.6 | 0.8 | 8.5 | 1.8 | 1.9 | 0.3 | 5.0 | 0.7 | 0.4 | -4.1 | 8.6 | 1.9 |
| 2015 |
-3.76% | -2.1 | 5.8 | 1.5 | -2.0 | 2.0 | -0.8 | -0.3 | -5.8 | -4.5 | 5.7 | 1.8 | -4.2 |
| 2014 |
+7.63% | -2.1 | 5.1 | -0.2 | -2.4 | 1.3 | 5.0 | -5.0 | 5.1 | -5.3 | 4.5 | 1.1 | 1.3 |
| 2013 |
+37.70% | 6.4 | 1.3 | 4.7 | 0.3 | 3.6 | -1.1 | 6.8 | -3.2 | 5.9 | 3.2 | 2.7 | 2.5 |
| 2012 |
+18.29% | 7.0 | 3.3 | 2.3 | -1.0 | -6.7 | 4.6 | -1.0 | 3.6 | 2.8 | -1.4 | 1.3 | 3.0 |
| 2011 |
-2.78% | 0.7 | 5.5 | 2.4 | 2.9 | -2.0 | -2.1 | -3.6 | -8.4 | -11.0 | 15.3 | -0.4 | 0.2 |
| 2010 |
+28.11% | -3.4 | 4.8 | 8.5 | 5.6 | -7.8 | -7.7 | 7.2 | -6.6 | 12.0 | 4.1 | 3.2 | 7.8 |
| 2009 |
+36.59% | -9.7 | -12.0 | 8.5 | 18.7 | 5.6 | -0.3 | 9.6 | 4.3 | 6.3 | -6.4 | 3.3 | 7.9 |
| 2008 |
-36.19% | -6.4 | -2.4 | -0.8 | 5.7 | 4.8 | -8.5 | 1.5 | 3.2 | -8.9 | -21.9 | -11.4 | 5.2 |
| 2007 |
+1.35% | 2.5 | -0.1 | 1.1 | 2.7 | 4.5 | -1.4 | -6.2 | 1.5 | 2.3 | 2.5 | -6.7 | -0.8 |
| 2006 |
+15.77% | 7.6 | 0.2 | 4.1 | 0.1 | -5.1 | 0.0 | -3.1 | 2.3 | 0.8 | 5.1 | 3.3 | -0.1 |
| 2005 |
+7.25% | -3.6 | 2.0 | -2.5 | -4.4 | 6.2 | 3.3 | 6.4 | -1.9 | 0.9 | -3.9 | 5.5 | -0.2 |