Data Source: from January 1927 to June 2024 (~98 years)
Consolidated Returns as of 30 June 2024
Live Update: Jul 26 2024
Consolidated Returns as of 30 June 2024
Live Update: Jul 26 2024
Category: Stocks
Vanguard Value (VTV) ETF
Currency: USD
ETF • LIVE PERFORMANCE (USD currency)
1.27%
1 Day
Jul 26 2024
4.05%
Current Month
July 2024
As of June 2024, in the previous 30 Years, the Vanguard Value (VTV) ETF obtained a 9.63% compound annual return, with a 15.19% standard deviation. It suffered a maximum drawdown of -54.78% that required 68 months to be recovered.
Table of contents
The first official book of 
Build wealth
with Lazy Portfolios and Passive Investing
with Lazy Portfolios and Passive Investing
Set your goal
Use top metrics to evaluate
Join the passive investing strategy
Use top metrics to evaluate
Join the passive investing strategy
Exclusive new asset allocations in EUR and USD
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 part of the following Lazy Portfolios:
| Portfolio Name | Author | VTV Weight▾ | Currency |
|---|---|---|---|
| Sheltered Sam 100/0 | Bill Bernstein | 25.00% | USD |
| Sheltered Sam 90/10 | Bill Bernstein | 22.50% | USD |
| Sheltered Sam 80/20 | Bill Bernstein | 20.00% | USD |
| Edge Select Aggressive | Merrill Lynch | 19.00% | USD |
| Sheltered Sam 70/30 | Bill Bernstein | 17.50% | USD |
| Edge Select Moderately Aggressive | Merrill Lynch | 16.00% | USD |
| Sheltered Sam 60/40 | Bill Bernstein | 15.00% | USD |
| Seven Value | Scott Burns | 14.25% | USD |
| Sheltered Sam 50/50 | Bill Bernstein | 12.50% | USD |
| Edge Select Moderate | Merrill Lynch | 12.00% | USD |
| Coffeehouse | Bill Schultheis | 10.00% | USD |
| Coward's Portfolio | Bill Bernstein | 10.00% | USD |
| Ultimate Buy and Hold Strategy | Paul Merriman | 10.00% | USD |
| Sheltered Sam 40/60 | Bill Bernstein | 10.00% | USD |
| Ideal Index | Frank Armstrong | 9.25% | USD |
| Robo Advisor 100 | Betterment | 9.20% | USD |
| Edge Select Moderately Conservative | Merrill Lynch | 9.00% | USD |
| Big Rocks Portfolio | Larry Swedroe | 9.00% | USD |
| Robo Advisor 90 | Betterment | 8.20% | USD |
| Edge Select Conservative | Merrill Lynch | 8.00% | USD |
| Robust | Alpha Architect | 7.50% | USD |
| Simple Money Portfolio | Tim Maurer | 7.50% | USD |
| Sheltered Sam 30/70 | Bill Bernstein | 7.50% | USD |
| Robo Advisor 80 | Betterment | 7.20% | USD |
| Ultimate Buy&Hold | FundAdvice | 6.00% | USD |
| Sheltered Sam 20/80 | Bill Bernstein | 5.00% | USD |
| Tilt Toward Value | Time Inc | 5.00% | USD |
| Robo Advisor 50 | Betterment | 4.40% | USD |
| Sheltered Sam 10/90 | Bill Bernstein | 2.50% | USD |
| Robo Advisor 20 | Betterment | 1.70% | USD |
| Robo Advisor 10 | Betterment | 0.90% | USD |
Analyze your Portfolio: Backtest Now!
Explore historical data since 1871 and fine-tune your investment strategy for better results.
Explore historical data since 1871 and fine-tune your investment strategy for better results.
Investment Returns as of Jun 30, 2024
The Vanguard Value (VTV) ETF guaranteed the following returns.
Returns are calculated in USD, assuming:
- no fees or capital gain taxes.
- the reinvestment of dividends.
VANGUARD VALUE (VTV) ETF
Data Source: 1 January 1927 - 30 June 2024 (~98 years)
Live Update: Jul 26 2024
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Jun 30, 2024 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Jul 2024 | 1M | 6M | 1Y | 5Y | 10Y | 30Y |
MAX
(~98Y) |
|||
| Vanguard Value (VTV) ETF | 1.27 | 4.05 | 0.15 | 8.66 | 15.85 | 10.51 | 9.88 | 9.63 | 9.99 | |||
| Returns over 1 year are annualized | ||||||||||||
| (*) Eastern Time (ET - America/New York) | ||||||||||||
In 2023, the Vanguard Value (VTV) ETF granted a 2.64% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Value (VTV) ETF: Dividend Yield page.
Capital Growth as of Jun 30, 2024
An investment of 1$, from July 1994 to June 2024,
would be worth 15.76$, with a total return of 1476.21% (9.63% annualized).
The Inflation Adjusted Capital would be 7.45$, with a net total return of 644.68% (6.92% annualized).
The Inflation Adjusted Capital would be 7.45$, with a net total return of 644.68% (6.92% annualized).
Loading data
Please wait
An investment of 1$, from January 1927 to June 2024,
would be worth 10787.39$, with a total return of 1078639.29% (9.99% annualized).
The Inflation Adjusted Capital would be 610.19$, with a net total return of 60918.71% (6.80% annualized).
The Inflation Adjusted Capital would be 610.19$, with a net total return of 60918.71% (6.80% annualized).
Loading data
Please wait
Investment Metrics as of Jun 30, 2024
Metrics of Vanguard Value (VTV) ETF, updated as of 30 June 2024, provide a comprehensive overview of the portfolio's performance and risk characteristics.
These metrics include detailed data on returns, volatility, drawdowns and other key performance indicators. By examining them, you can gain insights into how the portfolio has performed over various time periods and understand its risk profile.
Metrics are calculated based on monthly returns, assuming:
- no fees or capital gain taxes.
- the reinvestment of dividends.
VANGUARD VALUE (VTV) ETF
Advanced Metrics
Data Source: 1 January 1927 - 30 June 2024 (~98 years)
Swipe left to see all data
| Metrics as of Jun 30, 2024 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y |
MAX
(~98Y) |
|
| Investment Return (%) | 0.15 | -0.88 | 8.66 | 15.85 | 8.01 | 10.51 | 9.88 | 8.86 | 9.63 | 9.99 |
| US Inflation (%) | -0.06 | 0.26 | 1.40 | 2.98 | 4.97 | 4.17 | 2.81 | 2.56 | 2.53 | 2.99 |
| Returns / Inflation rates over 1 year are annualized. | ||||||||||
|
DRAWDOWN
|
Current | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | ||
| Deepest Drawdown Depth (%) | -0.88 | -8.08 | -15.33 | -25.07 | -25.07 | -54.78 | -54.78 | -84.40 | ||
| Start to Recovery (# months) | 3* | 5 | 8 | 12 | 12 | 68 | 68 | 188 | ||
| Start (yyyy mm) | 2023 08 | 2022 04 | 2020 01 | 2020 01 | 2007 06 | 2007 06 | 1929 09 | |||
| Start to Bottom (# months) | 3 | 6 | 3 | 3 | 21 | 21 | 33 | |||
| Bottom (yyyy mm) | 2023 10 | 2022 09 | 2020 03 | 2020 03 | 2009 02 | 2009 02 | 1932 05 | |||
| Bottom to End (# months) | 2 | 2 | 9 | 9 | 47 | 47 | 155 | |||
| End (yyyy mm) | 2023 12 | 2022 11 | 2020 12 | 2020 12 | 2013 01 | 2013 01 | 1945 04 | |||
| Longest Drawdown Depth (%) |
same |
-6.58 |
same |
same |
same |
same |
same |
|||
| Start to Recovery (# months) | 8 | |||||||||
| Start (yyyy mm) | 2023 08 | 2022 12 | 2020 01 | 2020 01 | 2007 06 | 2007 06 | 1929 09 | |||
| Start to Bottom (# months) | 3 | 6 | 3 | 3 | 21 | 21 | 33 | |||
| Bottom (yyyy mm) | 2023 10 | 2023 05 | 2020 03 | 2020 03 | 2009 02 | 2009 02 | 1932 05 | |||
| Bottom to End (# months) | 2 | 2 | 9 | 9 | 47 | 47 | 155 | |||
| End (yyyy mm) | 2023 12 | 2023 07 | 2020 12 | 2020 12 | 2013 01 | 2013 01 | 1945 04 | |||
| Longest negative period (# months) | 4 | 24 | 24 | 33 | 74 | 139 | 187 | |||
| Period Start (yyyy mm) | 2023 07 | 2021 11 | 2021 11 | 2017 07 | 2005 08 | 1997 08 | 1929 09 | |||
| Period End (yyyy mm) | 2023 10 | 2023 10 | 2023 10 | 2020 03 | 2011 09 | 2009 02 | 1945 03 | |||
| Annualized Return (%) | -13.99 | -0.49 | -0.49 | -0.25 | -0.11 | -0.26 | -0.45 | |||
| Drawdowns / Negative periods marked with * are in progress | ||||||||||
| Deepest Drawdown Depth (%) | -1.14 | -8.94 | -18.97 | -24.93 | -24.93 | -56.04 | -56.04 | -80.29 | ||
| Start to Recovery (# months) | 3* | 5 | 26 | 12 | 12 | 74 | 74 | 192 | ||
| Start (yyyy mm) | 2023 08 | 2022 01 | 2020 01 | 2020 01 | 2007 06 | 2007 06 | 1929 09 | |||
| Start to Bottom (# months) | 3 | 9 | 3 | 3 | 21 | 21 | 33 | |||
| Bottom (yyyy mm) | 2023 10 | 2022 09 | 2020 03 | 2020 03 | 2009 02 | 2009 02 | 1932 05 | |||
| Bottom to End (# months) | 2 | 17 | 9 | 9 | 53 | 53 | 159 | |||
| End (yyyy mm) | 2023 12 | 2024 02 | 2020 12 | 2020 12 | 2013 07 | 2013 07 | 1945 08 | |||
| Longest Drawdown Depth (%) |
same |
same |
-18.97 | -18.97 |
same |
same |
same |
|||
| Start to Recovery (# months) | 26 | 26 | ||||||||
| Start (yyyy mm) | 2023 08 | 2022 01 | 2022 01 | 2022 01 | 2007 06 | 2007 06 | 1929 09 | |||
| Start to Bottom (# months) | 3 | 9 | 9 | 9 | 21 | 21 | 33 | |||
| Bottom (yyyy mm) | 2023 10 | 2022 09 | 2022 09 | 2022 09 | 2009 02 | 2009 02 | 1932 05 | |||
| Bottom to End (# months) | 2 | 17 | 17 | 17 | 53 | 53 | 159 | |||
| End (yyyy mm) | 2023 12 | 2024 02 | 2024 02 | 2024 02 | 2013 07 | 2013 07 | 1945 08 | |||
| Longest negative period (# months) | 4 | 29 | 34 | 39 | 87 | 162 | 241 | |||
| Period Start (yyyy mm) | 2023 07 | 2021 07 | 2019 12 | 2017 01 | 2004 07 | 1998 04 | 1929 09 | |||
| Period End (yyyy mm) | 2023 10 | 2023 11 | 2022 09 | 2020 03 | 2011 09 | 2011 09 | 1949 09 | |||
| Annualized Return (%) | -16.92 | -1.27 | -0.42 | -0.61 | -0.54 | -0.24 | -0.15 | |||
| Drawdowns / Negative periods marked with * are in progress | ||||||||||
|
RISK INDICATORS
|
1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | |||
| Standard Deviation (%) | 12.19 | 15.44 | 17.18 | 14.64 | 14.89 | 15.19 | 18.55 | |||
| Sharpe Ratio | 0.86 | 0.33 | 0.49 | 0.58 | 0.50 | 0.48 | 0.32 | |||
| Sortino Ratio | 1.19 | 0.47 | 0.67 | 0.79 | 0.66 | 0.63 | 0.45 | |||
| Ulcer Index | 3.08 | 4.48 | 6.75 | 5.36 | 13.85 | 13.64 | 21.86 | |||
| Ratio: Return / Standard Deviation | 1.30 | 0.52 | 0.61 | 0.67 | 0.60 | 0.63 | 0.54 | |||
| Ratio: Return / Deepest Drawdown | 1.96 | 0.52 | 0.42 | 0.39 | 0.16 | 0.18 | 0.12 | |||
| Positive Months (%) | 66.66 | 55.55 | 58.33 | 63.33 | 63.33 | 63.33 | 62.39 | |||
| Positive Months | 8 | 20 | 35 | 76 | 152 | 228 | 730 | |||
| Negative Months | 4 | 16 | 25 | 44 | 88 | 132 | 440 | |||
|
LONG TERM RETURNS
|
1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | |||
| Best 10 Years Return (%) - Annualized | 9.88 | 16.05 | 16.05 | 20.70 | ||||||
| Worst 10 Years Return (%) - Annualized | 5.42 | -1.94 | -6.65 | |||||||
| Best 10 Years Return (%) - Annualized | 6.87 | 14.03 | 14.03 | 18.38 | ||||||
| Worst 10 Years Return (%) - Annualized | 3.68 | -4.42 | -5.07 | |||||||
|
TIMEFRAMES
|
1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX |
| ··· As of Jun 2024 - Over the previous 30Y | ||||||||||
| Best Rolling Return (%) - Annualized | 56.14 | 30.12 | 23.51 | 16.05 | 9.95 | 9.63 | ||||
| Worst Rolling Return (%) - Annualized | -46.17 | -16.62 | -6.38 | -1.94 | 5.20 | |||||
| Positive Periods (%) | 78.7 | 82.4 | 87.0 | 97.5 | 100.0 | 100.0 | ||||
| Best Rolling Return (%) - Annualized | 52.85 | 27.16 | 20.69 | 14.03 | 7.27 | 6.92 | ||||
| Worst Rolling Return (%) - Annualized | -46.18 | -18.40 | -8.79 | -4.42 | 3.06 | |||||
| Positive Periods (%) | 73.9 | 77.2 | 72.0 | 88.3 | 100.0 | 100.0 | ||||
| 95% VaR - Value at Risk (%) - Cumulative | 6.34 | 9.89 | 12.46 | 20.66 | 30.25 | 9.36 | 0.00 | 0.00 | ||
| 95% CVaR - Conditional Value at Risk (%) | 8.16 | 13.04 | 16.92 | 31.16 | 37.65 | 16.65 | 3.26 | 0.00 | ||
| 99% VaR - Value at Risk (%) - Cumulative | 9.33 | 15.06 | 19.78 | 40.16 | 42.52 | 22.67 | 15.60 | 0.00 | ||
| 99% CVaR - Conditional Value at Risk (%) | 11.23 | 18.36 | 24.44 | 43.83 | 55.03 | 30.75 | 21.23 | 0.00 | ||
| Short term VaRs: analytical | 1+ year VaRs: historical data | ||||||||||
| Safe Withdrawal Rate (%) | 72.54 | 22.87 | 14.19 | 8.54 | 5.30 | 8.70 | ||||
| Perpetual Withdrawal Rate (%) | --- | --- | --- | --- | 2.54 | 7.53 | ||||
| % based on initial capital, inflation-adj. monthly withdrawals afterwards | Credits: BestRetirementPortfolio.com | ||||||||||
| ··· All available data (Jan 1927 - Jun 2024) | ||||||||||
| Best Rolling Return (%) - Annualized | 158.97 | 39.26 | 34.54 | 20.70 | 18.18 | 14.98 | ||||
| Worst Rolling Return (%) - Annualized | -69.03 | -43.29 | -19.92 | -6.65 | 1.31 | 7.13 | ||||
| Positive Periods (%) | 75.8 | 84.8 | 88.5 | 95.4 | 100.0 | 100.0 | ||||
| Best Rolling Return (%) - Annualized | 177.32 | 35.46 | 33.20 | 18.38 | 13.30 | 11.56 | ||||
| Worst Rolling Return (%) - Annualized | -65.62 | -38.79 | -15.99 | -5.07 | -0.27 | 4.99 | ||||
| Positive Periods (%) | 69.3 | 78.2 | 78.8 | 89.2 | 99.7 | 100.0 | ||||
| 95% VaR - Value at Risk (%) - Cumulative | 7.87 | 12.44 | 15.94 | 21.80 | 29.51 | 34.44 | 0.00 | 0.00 | 0.00 | |
| 95% CVaR - Conditional Value at Risk (%) | 10.09 | 16.29 | 21.38 | 35.67 | 69.24 | 79.68 | 25.14 | 0.00 | 0.00 | |
| 99% VaR - Value at Risk (%) - Cumulative | 11.52 | 18.76 | 24.88 | 46.17 | 124.67 | 115.69 | 45.27 | 0.00 | 0.00 | |
| 99% CVaR - Conditional Value at Risk (%) | 13.84 | 22.78 | 30.56 | 55.29 | 152.65 | 132.35 | 62.88 | 0.00 | 0.00 | |
| Short term VaRs: analytical | 1+ year VaRs: historical data | ||||||||||
| Safe Withdrawal Rate (%) | 55.65 | 15.48 | 9.13 | 5.22 | 3.11 | 2.69 | ||||
| Perpetual Withdrawal Rate (%) | --- | --- | --- | --- | --- | 2.12 | ||||
| % based on initial capital, inflation-adj. monthly withdrawals afterwards | Credits: BestRetirementPortfolio.com | ||||||||||
- Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
- Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
- Longest negative period: it's the maximum period for which an overall negative return has been observed.
- Standard Deviation: it's a measure of the dispersion of returns around the mean.
- Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
- Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
- Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
- Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.
- Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
- Value at Risk (VaR): it's an evaluation of a cumulative worst-case loss (in absolute value), associated with a probability (95%-99%) and a time horizon. For short term, it's calculated based on the expected return and standard deviation, assuming a normal distribution of monthly returns. For long term is retrieved by the historical rolling return data.
- Conditional Value at Risk (CVaR): it represents the average expected loss if that worst-case threshold (95%-99%) is ever crossed.
The first official book of
Build wealth
with Lazy Portfolios and Passive Investing
with Lazy Portfolios and Passive Investing
Correlations as of Jun 30, 2024
Correlation measures to what degree the returns of two assets move in relation to each other. It is a statistical measure that describes the extent to which the returns of one asset are related to the returns of another asset.
The following table shows the monthly correlations of Vanguard Value (VTV) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).
VANGUARD VALUE (VTV) ETF
Monthly correlations as of 30 June 2024
Swipe left to see all data
| Correlation vs VTV | ||||||
|---|---|---|---|---|---|---|
| Asset Class | 1 Year | 5 Years | 10 Years | 30 Years | Since Jan 1992 |
|
|
VTI
|
US Total Stock Market |
0.94
|
0.92
|
0.93
|
0.93
|
0.93
|
|
SPY
|
US Large Cap Blend |
0.93
|
0.92
|
0.93
|
0.95
|
0.94
|
|
IJH
|
US Mid Cap Blend |
0.97
|
0.94
|
0.93
|
0.90
|
0.89
|
|
IJR
|
US Small Cap Blend |
0.91
|
0.90
|
0.88
|
0.80
|
0.80
|
|
VNQ
|
US REITs |
0.89
|
0.83
|
0.72
|
0.64
|
0.64
|
|
QQQ
|
US Technology |
0.84
|
0.70
|
0.74
|
0.68
|
0.67
|
|
PFF
|
US Preferred Stocks |
0.83
|
0.75
|
0.66
|
0.46
|
0.46
|
|
EFA
|
EAFE Stocks |
0.95
|
0.90
|
0.86
|
0.82
|
0.79
|
|
VT
|
World All Countries |
0.96
|
0.93
|
0.93
|
0.91
|
0.90
|
|
EEM
|
Emerging Markets |
0.79
|
0.69
|
0.67
|
0.72
|
0.69
|
|
BND
|
US Total Bond Market |
0.81
|
0.40
|
0.25
|
0.11
|
0.13
|
|
TLT
|
US Long Term Treasuries |
0.82
|
0.07
|
-0.06
|
-0.15
|
-0.13
|
|
BIL
|
US Cash |
0.01
|
-0.09
|
-0.06
|
0.00
|
0.00
|
|
TIP
|
US TIPS |
0.80
|
0.51
|
0.37
|
0.16
|
0.18
|
|
LQD
|
US Invest. Grade Bonds |
0.83
|
0.56
|
0.46
|
0.29
|
0.30
|
|
HYG
|
US High Yield Bonds |
0.87
|
0.80
|
0.77
|
0.66
|
0.66
|
|
CWB
|
US Convertible Bonds |
0.93
|
0.75
|
0.77
|
0.79
|
0.79
|
|
BNDX
|
International Bonds |
0.76
|
0.43
|
0.30
|
0.12
|
0.14
|
|
EMB
|
Emerg. Market Bonds |
0.93
|
0.72
|
0.61
|
0.56
|
0.56
|
|
GLD
|
Gold |
0.29
|
0.16
|
0.04
|
0.02
|
0.02
|
|
DBC
|
Commodities |
0.00
|
0.58
|
0.50
|
0.34
|
0.34
|
Correlation values range between -1 and +1
- A correlation of +1 indicates that the returns of the two assets move in perfect synchrony; when one asset's returns go up, the other asset's returns also go up by the same percentage, and vice versa. This perfect positive correlation implies that the assets perform similarly in different market conditions.
- A correlation of -1 indicates a perfect inverse relationship between the returns of the two assets. When one asset's returns go up, the other asset's returns go down by the same percentage. This perfect negative correlation suggests that the assets move in opposite directions, providing a diversification benefit by reducing overall portfolio risk.
- A correlation of 0 means that there is no linear relationship between the returns of the two assets. The returns of one asset do not predict the returns of the other.
Learn about historical correlations here: see how the main asset classes relate to each other.
Drawdowns
A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
VANGUARD VALUE (VTV) ETF
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 July 1994 - 30 June 2024 (30 Years)
Data Source: 1 January 1927 - 30 June 2024 (~98 years)
Loading data
Please wait
Swipe left to see all data
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Swipe left to see all data
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Swipe left to see all data
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Swipe left to see all data
Loading data
Please wait
Loading data
Please wait
Rolling Returns
( more details)
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
VANGUARD VALUE (VTV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 1994 - 30 June 2024 (30 Years)
Data Source: 1 January 1927 - 30 June 2024 (~98 years)
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
If you need a deeper detail about rolling returns, please refer to the Vanguard Value (VTV) ETF: Rolling Returns page.
Seasonality
In which months is it better to invest in Vanguard Value (VTV) ETF?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past. They are retrieved considering the data source from January 1927 to June 2024.
Swipe left to see all data
Loading data
Please wait
Swipe left to see all data
Loading data
Please wait
Swipe left to see all data
Loading data
Please wait
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Returns
This section provides a visual/tabular representation of the performance variability in the Vanguard Value (VTV) ETF over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.
VANGUARD VALUE (VTV) ETF
Monthly Returns Distribution
Data Source: 1 July 1994 - 30 June 2024 (30 Years)
Data Source: 1 January 1927 - 30 June 2024 (~98 years)
228 Positive Months (63%) - 132 Negative Months (37%)
730 Positive Months (62%) - 440 Negative Months (38%)
Loading data
Please wait
Loading data
Please wait
Swipe left to see all data
(Scroll down to see all data)
Loading data
Please wait
Investment Returns, up to December 2004, have been derived using the historical series of equivalent ETFs / Assets.
You can find additional information on extended Data Sources here.
You can find additional information on extended Data Sources here.
The first official book of
Build wealth
with Lazy Portfolios and Passive Investing
with Lazy Portfolios and Passive Investing
