Last Update: 31 Aug 2021

Category: Stocks
ETF: Vanguard Value (VTV)

In the last 10 years, the Vanguard Value (VTV) ETF obtained a 13.7% compound annual return, with a 13.47% standard deviation.

In the last 20 years, a 8.09% compound annual return, with a 15.21% standard deviation.

In 2020, the portfolio granted a 2.57% 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 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.09%
0.00%
1 - 0
3M
+1.83%
-1.25%
Jun 2021 - Jun 2021
2 - 1
6M
+15.63%
-1.25%
Jun 2021 - Jun 2021
5 - 1
YTD
+20.45%
-1.25%
Jun 2021 - Jun 2021
6 - 2
1Y
+34.96%
14.11%
-4.00%
Sep 2020 - Oct 2020
8 - 4
3Y
+11.57%
annualized
18.60%
-25.06%
Jan 2020 - Mar 2020
24 - 12
5Y
+12.95%
annualized
15.29%
-25.06%
Jan 2020 - Mar 2020
41 - 19
10Y
+13.70%
annualized
13.47%
-25.06%
Jan 2020 - Mar 2020
83 - 37
MAX
01 Jan 1972
+11.44%
annualized
14.93%
-54.78%
Jun 2007 - Feb 2009
383 - 213

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+12.54% +57.81%
Aug 1982 - Jul 1983
-46.17%
Mar 2008 - Feb 2009
20.00%
2 Years
+11.90% +39.19%
Oct 1974 - Sep 1976
-29.55%
Mar 2007 - Feb 2009
12.39%
3 Years
+11.92% +32.83%
Aug 1984 - Jul 1987
-16.62%
Mar 2006 - Feb 2009
11.05%
5 Years
+11.96% +29.95%
Aug 1982 - Jul 1987
-6.38%
Mar 2004 - Feb 2009
7.26%
7 Years
+11.95% +23.74%
Aug 1982 - Jul 1989
-3.00%
Mar 2002 - Feb 2009
0.78%
10 Years
+11.88% +20.09%
Sep 1977 - Aug 1987
-1.94%
Mar 1999 - Feb 2009
1.26%
15 Years
+11.73% +19.77%
Aug 1982 - Jul 1997
+4.43%
Aug 1997 - Jul 2012
0.00%
20 Years
+11.68% +18.18%
Apr 1978 - Mar 1998
+5.20%
Apr 2000 - 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 Value (VTV) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the Vanguard Value (VTV) 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.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
1.43
60%
0.49
66%
1.14
66%
2.13
74%
0.99
70%
0.38
56%
0.72
56%
0.43
62%
-0.16
53%
0.85
59%
2.01
71%
1.60
78%
Best
Year
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
12.8
2020
8.6
1991
Worst
Year
-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

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

Investing in Vanguard Value (VTV) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+20.45% -0.8 5.0 6.7 3.4 2.9 -1.3 1.0 2.1
2020
+2.26% -2.5 -9.7 -14.9 10.7 2.9 -1.0 3.7 4.2 -2.2 -1.8 12.8 3.5
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.

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