Performance analysis of VLU (SPDR S&P 1500 VALUE TILT ETF)
Annual Return
Over the past 3 years, VLU has had an average annual return of +20.84%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, VLU has had an average annual return of +12.12%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, VLU has had an average annual return of +14.06%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Oct 25, 2012, VLU has had an average annual return of +13.78%, underperforming the benchmark SPY, which returned +15.12% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.54% | +16.68% | +17.23% | +17.18% | -8.25% | +30.96% | +9.97% | +26.20% | -7.86% | +18.16% | +15.28% | -2.49% |
| 2014 | 2013 | 2012 | |||||||||
| +13.57% | +34.60% | +2.14% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.13% | +2.35% | -3.82% | +7.81% | +2.57% | +0.17% | +13.54% | ||||||
| 2025 | +4.34% | -0.21% | -3.61% | -3.16% | +4.17% | +4.16% | +0.74% | +3.99% | +1.88% | +0.70% | +2.22% | +0.72% | +16.68% |
| 2024 | +0.66% | +3.88% | +5.09% | -4.66% | +3.33% | +0.19% | +4.42% | +1.58% | +1.55% | -0.69% | +6.85% | -5.44% | +17.23% |
| 2023 | +5.98% | -2.95% | -0.68% | +1.17% | -2.88% | +7.03% | +4.16% | -2.54% | -3.61% | -2.76% | +7.98% | +6.16% | +17.18% |
| 2022 | -1.84% | -1.29% | +3.19% | -6.27% | +2.15% | -9.24% | +7.15% | -2.68% | -9.32% | +11.08% | +5.75% | -4.92% | -8.25% |
| 2021 | +0.72% | +8.43% | +5.30% | +3.96% | +2.53% | -0.57% | +0.19% | +2.42% | -3.30% | +4.99% | -2.47% | +5.76% | +30.96% |
| 2020 | -2.50% | -10.42% | -15.98% | +14.14% | +3.87% | +0.84% | +3.15% | +5.63% | -3.91% | -1.55% | +16.08% | +4.76% | +9.97% |
| 2019 | +8.67% | +2.07% | +0.24% | +3.73% | -7.55% | +7.34% | +1.34% | -3.33% | +3.88% | +2.03% | +3.55% | +2.56% | +26.20% |
| 2018 | +4.41% | -3.14% | -4.68% | +4.37% | -0.37% | +1.03% | +2.98% | +2.31% | +0.27% | -5.76% | +1.32% | -9.82% | -7.86% |
| 2017 | +0.72% | +4% | -1.07% | +0.81% | -0.17% | +1.79% | +1.82% | -1.79% | +4.11% | +1.70% | +3.54% | +1.54% | +18.16% |
Drawdown analysis of VLU (SPDR S&P 1500 VALUE TILT ETF)
The maximum drawdown for the VLU was -37.36%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.
Since Oct 25, 2012 VLU has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.36% | Feb 12, 2020 | 27 | Mar 23, 2020 | 166 | Nov 16, 2020 | 193 |
| -20.22% | Sep 24, 2018 | 63 | Dec 24, 2018 | 211 | Oct 25, 2019 | 274 |
| -19.56% | Jan 11, 2022 | 181 | Sep 30, 2022 | 206 | Jul 28, 2023 | 387 |
| -16.23% | Feb 19, 2025 | 34 | Apr 8, 2025 | 57 | Jul 1, 2025 | 91 |
| -15.96% | May 19, 2015 | 185 | Feb 11, 2016 | 113 | Jul 25, 2016 | 298 |
| -10.58% | Jan 26, 2018 | 44 | Apr 2, 2018 | 99 | Aug 21, 2018 | 143 |
| -10.55% | Jul 31, 2023 | 63 | Oct 27, 2023 | 30 | Dec 11, 2023 | 93 |
| -7.43% | Sep 4, 2014 | 29 | Oct 15, 2014 | 15 | Nov 5, 2014 | 44 |
| -6.63% | Jan 15, 2014 | 14 | Feb 5, 2014 | 12 | Feb 24, 2014 | 26 |
| -6.34% | Feb 11, 2026 | 32 | Mar 30, 2026 | 10 | Apr 14, 2026 | 42 |
| -6.21% | Nov 29, 2024 | 14 | Dec 19, 2024 | 39 | Feb 19, 2025 | 53 |
| -5.99% | Jul 17, 2024 | 13 | Aug 5, 2024 | 14 | Aug 23, 2024 | 27 |
| -5.76% | Nov 8, 2021 | 16 | Dec 1, 2021 | 17 | Dec 27, 2021 | 33 |
| -5.33% | Oct 31, 2012 | 11 | Nov 15, 2012 | 17 | Dec 11, 2012 | 28 |
| -5.16% | May 31, 2013 | 16 | Jun 24, 2013 | 10 | Jul 9, 2013 | 26 |
| -5.14% | Mar 28, 2024 | 14 | Apr 18, 2024 | 57 | Jul 11, 2024 | 71 |
| -5.00% | Jun 4, 2021 | 30 | Jul 19, 2021 | 16 | Aug 10, 2021 | 46 |
| -4.84% | Jan 20, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |
| -4.74% | Dec 31, 2014 | 19 | Jan 29, 2015 | 16 | Feb 23, 2015 | 35 |
| -4.30% | Aug 2, 2013 | 21 | Sep 3, 2013 | 13 | Sep 20, 2013 | 34 |
| -4.30% | Jan 17, 2020 | 9 | Jan 31, 2020 | 8 | Feb 12, 2020 | 17 |
| -4.28% | Sep 2, 2021 | 12 | Sep 21, 2021 | 18 | Oct 15, 2021 | 30 |
| -4.25% | Mar 15, 2021 | 6 | Mar 23, 2021 | 12 | Apr 9, 2021 | 18 |
| -4.22% | Nov 26, 2014 | 12 | Dec 15, 2014 | 6 | Dec 23, 2014 | 18 |
| -4.13% | Mar 2, 2015 | 29 | Apr 13, 2015 | 25 | May 18, 2015 | 54 |