Performance analysis of VBR (VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES)
Annual Return
Over the past 3 years, VBR has had an average annual return of +14.58%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, VBR has had an average annual return of +9.63%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, VBR has had an average annual return of +10.57%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Jan 30, 2004, VBR has had an average annual return of +9.60%, underperforming the benchmark SPY, which returned +10.73% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.53% | +9.09% | +12.38% | +16.01% | -9.36% | +28.06% | +5.87% | +22.76% | -12.26% | +11.80% | +24.90% | -4.76% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +10.55% | +36.55% | +18.98% | -4.22% | +25.10% | +30.92% | -32.15% | -6.93% | +19.49% | +6.09% | +20.49% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.34% | +3.05% | -4.95% | +6.98% | +1.04% | +3.94% | -0.34% | +15.53% | |||||
| 2025 | +3.60% | -3.67% | -5.20% | -3.39% | +5% | +3.67% | +1.67% | +5.31% | +0.40% | -1.06% | +2.50% | +0.55% | +9.09% |
| 2024 | -2.50% | +4.05% | +5.61% | -6.00% | +4.18% | -2.32% | +8.66% | +0.06% | +1.62% | -0.99% | +8.75% | -7.83% | +12.38% |
| 2023 | +9.07% | -2.26% | -5.67% | -0.96% | -3.42% | +9.53% | +5.44% | -3.41% | -4.80% | -4.84% | +8.66% | +9.84% | +16.01% |
| 2022 | -4.41% | +1.63% | +1.63% | -6.34% | +1.86% | -10.32% | +9.83% | -2.75% | -9.91% | +12% | +5.56% | -5.67% | -9.36% |
| 2021 | +2.04% | +8.79% | +5.31% | +4.01% | +2.23% | -1.02% | -1.65% | +2.09% | -2.55% | +4.55% | -3.02% | +4.90% | +28.06% |
| 2020 | -3.37% | -10.18% | -25.09% | +13.11% | +4.80% | +2.05% | +3.29% | +4.63% | -3.71% | +3.14% | +17.42% | +6.80% | +5.87% |
| 2019 | +11.16% | +3.99% | -1.92% | +3.91% | -8.14% | +6.84% | +0.75% | -5.44% | +3.98% | +1.75% | +2.48% | +2.78% | +22.76% |
| 2018 | +1.93% | -4.74% | +0.82% | +0.40% | +4.52% | +0.36% | +2.49% | +2.41% | -1.67% | -9.05% | +2.35% | -11.41% | -12.26% |
| 2017 | +0.65% | +2.01% | -0.72% | +0.40% | -2.40% | +2.44% | +1.02% | -1.46% | +4.95% | +0.86% | +3.16% | +0.50% | +11.80% |
Drawdown analysis of VBR (VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES)
The maximum drawdown for the VBR was -61.99%, occurring on Mar 9, 2009. Recovery took 489 trading sessions.
The current VBR drawdown is -1.45%.
Since Jan 30, 2004 VBR has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 7 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.99% | Jun 4, 2007 | 444 | Mar 9, 2009 | 489 | Feb 14, 2011 | 933 |
| -45.28% | Jan 16, 2020 | 45 | Mar 23, 2020 | 172 | Nov 24, 2020 | 217 |
| -27.93% | Apr 29, 2011 | 108 | Oct 3, 2011 | 234 | Sep 6, 2012 | 342 |
| -24.19% | Nov 25, 2024 | 90 | Apr 8, 2025 | 167 | Dec 5, 2025 | 257 |
| -23.49% | Aug 29, 2018 | 80 | Dec 24, 2018 | 267 | Jan 16, 2020 | 347 |
| -21.21% | Nov 8, 2021 | 225 | Sep 30, 2022 | 303 | Dec 14, 2023 | 528 |
| -20.54% | Jun 23, 2015 | 161 | Feb 11, 2016 | 104 | Jul 12, 2016 | 265 |
| -11.04% | Jul 3, 2014 | 70 | Oct 13, 2014 | 30 | Nov 24, 2014 | 100 |
| -10.80% | Apr 2, 2004 | 30 | May 17, 2004 | 84 | Sep 16, 2004 | 114 |
| -10.01% | May 5, 2006 | 26 | Jun 13, 2006 | 85 | Oct 12, 2006 | 111 |
| -9.68% | Jun 8, 2021 | 28 | Jul 19, 2021 | 69 | Oct 25, 2021 | 97 |
| -9.39% | Aug 2, 2005 | 50 | Oct 12, 2005 | 59 | Jan 6, 2006 | 109 |
| -9.27% | Jan 23, 2018 | 12 | Feb 8, 2018 | 80 | Jun 5, 2018 | 92 |
| -9.24% | Sep 14, 2012 | 42 | Nov 15, 2012 | 24 | Dec 20, 2012 | 66 |
| -8.95% | Mar 4, 2005 | 39 | Apr 29, 2005 | 31 | Jun 14, 2005 | 70 |
| -8.85% | Feb 20, 2026 | 20 | Mar 20, 2026 | 19 | Apr 17, 2026 | 39 |
| -7.85% | Jul 31, 2024 | 3 | Aug 5, 2024 | 19 | Aug 30, 2024 | 22 |
| -7.71% | Feb 22, 2007 | 7 | Mar 5, 2007 | 36 | Apr 25, 2007 | 43 |
| -7.42% | Mar 28, 2024 | 13 | Apr 17, 2024 | 61 | Jul 16, 2024 | 74 |
| -7.36% | Mar 15, 2021 | 7 | Mar 24, 2021 | 22 | Apr 26, 2021 | 29 |
| -6.75% | Jan 22, 2014 | 8 | Feb 3, 2014 | 16 | Feb 26, 2014 | 24 |
| -6.25% | May 21, 2013 | 23 | Jun 24, 2013 | 10 | Jul 9, 2013 | 33 |
| -6.17% | Dec 29, 2004 | 17 | Jan 24, 2005 | 28 | Mar 4, 2005 | 45 |
| -6.14% | Sep 7, 2016 | 41 | Nov 3, 2016 | 6 | Nov 11, 2016 | 47 |
| -5.92% | Feb 18, 2011 | 17 | Mar 16, 2011 | 11 | Mar 31, 2011 | 28 |