Last Update: 31 Aug 2020

Category: Stocks
ETF: Vanguard Value (VTV)

In the last 10 years, the Vanguard Value (VTV) ETF obtained a 11.85% compound annual return, with a 13.36% standard deviation.

In 2019, the portfolio granted a 3.10% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Value (VTV): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Value
  • Region: North America
  • Country: U.S.

The Vanguard Value (VTV) ETF is present in the following Lazy Portfolios:

Portfolio Name Author ETF Weight
Edge Select Aggressive Merrill Lynch 19.0%
Edge Select Moderately Aggressive Merrill Lynch 16.0%
Edge Select Moderate Merrill Lynch 12.0%
Edge Select Moderately Conservative Merrill Lynch 9.0%
Robo Advisor 90 Betterment 8.2%
Edge Select Conservative Merrill Lynch 8.0%
Robo Advisor 80 Betterment 7.2%
Ultimate Buy&Hold FundAdvice 6.0%
Coffee House Bill Schultheis 10.0%
Robust Alpha Architect 7.5%
Ideal Index Frank Armstrong 9.3%
Coward's Portfolio Bill Bernstein 10.0%
Ultimate Buy and Hold Strategy Paul Merriman 10.0%
Simple Money Portfolio Tim Maurer 7.5%
Robo Advisor 10 Betterment 0.9%
Robo Advisor 20 Betterment 1.7%
Robo Advisor 50 Betterment 4.4%
Robo Advisor 100 Betterment 9.2%
Big Rocks Portfolio Larry Swedroe 9.0%

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 Value (VTV): Dividend Yield page.

Capital Growth:

ETF Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Swipe left to see all data
Period Returns
Aug 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+4.18%
0.00%
1 - 0
3M
+6.97%
-1.02%
Jun 2020 - Jun 2020
2 - 1
6M
+3.68%
-14.87%
Mar 2020 - Mar 2020
4 - 2
YTD
-8.73%
-25.06%
Jan 2020 - Mar 2020
4 - 4
1Y
+2.16%
22.56%
-25.06%
Jan 2020 - Mar 2020
8 - 4
3Y
+6.17%
annualized
17.17%
-25.06%
Jan 2020 - Mar 2020
26 - 10
5Y
+9.18%
annualized
14.63%
-25.06%
Jan 2020 - Mar 2020
42 - 18
10Y
+11.85%
annualized
13.36%
-25.06%
Jan 2020 - Mar 2020
81 - 39
MAX
01 Jan 1972
+11.01%
annualized
14.92%
-54.78%
Jun 2007 - Feb 2009
375 - 209

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

Vanguard Value (VTV) ETF: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+12.34% +57.81%
Aug 1982 - Jul 1983
-46.17%
Mar 2008 - Feb 2009
20.07%
2 Years
+11.91% +39.19%
Oct 1974 - Sep 1976
-29.55%
Mar 2007 - Feb 2009
12.48%
3 Years
+11.99% +32.83%
Aug 1984 - Jul 1987
-16.62%
Mar 2006 - Feb 2009
11.29%
5 Years
+11.97% +29.95%
Aug 1982 - Jul 1987
-6.38%
Mar 2004 - Feb 2009
7.43%
7 Years
+11.99% +23.74%
Aug 1982 - Jul 1989
-3.00%
Mar 2002 - Feb 2009
0.80%
10 Years
+11.89% +20.09%
Sep 1977 - Aug 1987
-1.94%
Mar 1999 - Feb 2009
1.29%
15 Years
+11.84% +19.77%
Aug 1982 - Jul 1997
+4.43%
Aug 1997 - Jul 2012
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

Vanguard Value (VTV) ETF Seasonality

Swipe left to see all data
Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 1.5 0.4 1.0 2.1 1.0 0.4 0.7 0.4 -0.1 0.9 1.8 1.6
Best 13.3
1975
7.5
1998
10.4
2000
11.0
2009
8.4
1990
7.1
2019
8.0
1997
13.1
1982
8.1
1973
14.1
1974
10.7
1980
8.6
1991
Worst -11.1
2009
-13.6
2009
-14.9
2020
-5.0
2002
-7.8
2010
-9.5
2008
-10.8
2002
-16.1
1998
-11.5
2002
-19.2
1987
-10.6
1973
-9.1
2018
Gain
Frequency
61 65 65 73 69 57 55 61 54 60 71 77

Detail of Monthly Returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-8.73% -2.5 -9.7 -14.9 10.7 2.9 -1.0 3.7 4.2
2019
+25.65% 7.0 2.9 0.6 3.4 -6.3 7.1 0.8 -3.0 3.5 1.9 3.4 2.6
2018
-5.44% 4.7 -4.4 -2.5 0.4 0.6 0.2 4.7 1.9 0.6 -5.0 3.3 -9.1
2017
+17.14% 0.5 3.6 -0.9 0.0 0.1 1.8 1.5 -0.5 3.0 1.8 3.5 1.7
2016
+17.12% -4.8 0.1 6.7 1.5 1.1 1.1 2.8 0.7 -0.5 -1.1 6.0 2.7
2015
-0.98% -4.1 5.3 -1.3 1.3 1.2 -2.2 1.0 -5.8 -2.5 7.7 0.5 -1.2
2014
+13.17% -3.7 4.0 2.7 0.9 1.4 1.9 -1.2 3.4 -1.3 1.8 2.5 0.4
2013
+33.10% 6.4 1.3 4.0 2.2 2.6 -1.0 5.4 -3.7 2.3 4.6 3.2 2.1
2012
+15.19% 3.5 3.9 2.8 -0.9 -5.9 4.8 1.2 1.5 2.9 -0.4 -0.7 2.1
2011
+1.11% 2.9 4.0 0.0 3.0 -1.4 -2.1 -3.5 -5.9 -6.9 10.3 -0.6 2.5
2010
+14.54% -2.5 2.6 6.2 1.8 -7.8 -5.2 6.6 -4.2 7.6 2.7 -0.6 8.0
2009
+19.86% -11.1 -13.6 8.2 11.0 7.1 -1.1 8.0 5.2 3.2 -2.7 6.1 1.2
2008
-35.87% -4.7 -3.9 -0.5 4.3 -0.6 -9.5 -0.2 1.6 -6.9 -16.2 -6.7 1.5
2007
-0.11% 0.8 -1.6 1.7 4.2 3.6 -2.1 -4.7 1.5 3.6 0.2 -5.0 -1.6
2006
+22.37% 3.0 0.9 1.6 2.4 -2.4 0.9 2.5 1.7 2.2 3.1 2.1 2.5
2005
+7.22% -2.0 3.4 -1.7 -1.6 2.5 1.4 2.6 -0.6 1.7 -2.6 3.5 0.7
2004
+15.26% 1.6 1.9 -1.4 -2.0 1.0 2.7 -1.4 1.5 1.1 1.4 4.6 3.5
2003
+32.25% -2.8 -2.7 -0.2 10.0 7.9 1.3 1.0 1.7 -0.4 5.2 1.3 6.9
2002
-20.88% -2.8 -0.9 5.1 -5.0 0.4 -6.3 -10.8 0.7 -11.5 8.4 7.0 -5.2
2001
-11.86% 4.2 -6.7 -4.0 6.8 1.0 -3.2 -1.7 -5.8 -9.5 0.0 6.3 1.5
2000
+6.09% -3.2 -6.3 10.4 -0.7 0.3 -3.9 2.1 6.6 0.0 1.9 -5.1 5.2
1999
+12.58% 2.0 -2.2 3.0 8.6 -1.8 3.8 -3.1 -2.5 -4.0 5.7 -0.6 3.7
1998
+14.63% -1.3 7.5 5.0 1.2 -1.4 0.8 -2.2 -16.1 6.1 7.9 5.2 3.5
1997
+29.78% 4.6 0.7 -3.5 3.8 6.3 3.8 8.0 -4.5 5.8 -3.7 3.8 2.2
1996
+21.80% 2.9 0.9 2.3 1.1 1.5 -0.5 -4.3 2.8 4.2 3.4 7.7 -1.7
1995
+37.04% 2.7 3.9 2.8 3.3 4.4 0.8 3.5 0.8 3.5 -1.6 5.2 2.8
1994
-0.63% 4.7 -3.6 -4.1 2.1 1.6 -2.6 3.4 2.8 -3.5 2.1 -4.0 1.3
1993
+18.26% 2.7 3.4 2.8 -0.5 1.9 1.3 1.2 3.9 -0.1 0.5 -1.8 1.7
1992
+15.48% 0.1 3.4 -0.5 5.7 0.3 -0.5 3.9 -2.8 0.8 -0.7 2.9 2.3
1991
+23.78% 4.1 6.7 1.8 0.8 4.0 -4.6 3.7 1.5 -0.8 1.7 -5.0 8.6
1990
-7.02% -6.6 2.5 0.9 -3.6 8.4 -2.1 -0.1 -8.3 -4.3 -1.2 6.4 2.0
1989
+26.89% 6.8 -2.0 2.0 4.4 3.5 0.1 6.8 2.6 -0.4 -3.1 1.4 2.5
1988
+20.16% 5.6 4.3 -2.9 1.9 1.0 5.5 0.2 -2.6 3.5 2.4 -1.2 1.3
1987
+2.11% 11.8 1.5 2.7 -1.2 0.3 5.1 4.0 3.5 -1.7 -19.2 -6.9 5.7
1986
+19.70% 0.6 7.4 4.9 -2.7 5.2 1.5 -3.8 9.2 -7.2 5.5 2.0 -3.1
1985
+32.93% 7.0 2.5 0.8 1.4 5.9 1.6 -1.6 0.3 -3.6 5.6 5.4 4.1
1984
+11.43% 3.0 -2.6 0.7 0.7 -5.4 1.5 -2.2 11.4 2.1 -0.2 0.2 2.6
1983
+25.44% 3.9 2.6 3.6 8.2 0.2 1.6 -1.7 3.2 1.0 -0.6 2.3 -1.0
1982
+25.08% -1.1 -1.8 1.4 2.9 -2.5 -1.3 -2.8 13.1 0.9 10.8 2.9 1.4
1981
-1.48% -2.5 1.4 4.2 -2.4 0.3 1.6 -0.6 -4.4 -4.4 4.0 4.9 -2.9
1980
+31.75% 7.5 2.0 -11.3 6.0 5.5 3.7 4.0 1.3 1.7 1.8 10.7 -3.2
1979
+23.22% 5.8 -2.6 6.3 0.6 -1.4 5.6 2.0 5.3 0.8 -6.5 5.2 1.1
1978
+6.37% -5.1 0.3 3.5 5.8 0.9 -1.8 4.6 3.7 1.0 -9.4 3.3 0.5
1977
-3.31% -1.7 -2.2 -0.8 2.5 -1.1 4.4 -1.6 -3.5 0.5 -3.9 3.6 0.9
1976
+33.32% 12.8 0.4 2.7 0.3 -0.8 4.7 -0.3 0.6 3.1 -1.6 1.4 6.5
1975
+40.67% 13.3 3.0 1.6 5.7 6.4 6.4 -4.8 -1.1 -2.8 5.5 2.9 -0.1
1974
-21.13% -0.5 1.1 -2.9 -4.6 -3.9 -2.2 -4.2 -7.5 -7.4 14.1 -3.6 -0.2
1973
-9.79% -2.0 -4.6 0.5 -3.1 -2.1 -0.7 3.5 -2.5 8.1 -0.3 -10.6 4.6
1972
+15.32% 1.2 1.7 0.1 0.7 0.6 -3.1 -1.0 6.7 -0.8 1.6 7.2 0.1

ETF Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Share this page