Performance analysis of VTV (VANGUARD VALUE INDEX FUND ETF SHARES)
Annual Return
Over the past 3 years, VTV has had an average annual return of +16.98%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, VTV has had an average annual return of +12.38%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, VTV has had an average annual return of +12.34%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jan 30, 2004, VTV has had an average annual return of +9.67%, underperforming the benchmark SPY, which returned +10.77% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.68% | +15.26% | +15.95% | +9.32% | -2.07% | +26.51% | +2.26% | +25.65% | -5.44% | +17.14% | +17.12% | -0.99% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +13.17% | +33.10% | +15.18% | +1.11% | +14.53% | +19.87% | -35.87% | +0.00670% | +22.23% | +7.22% | +13.85% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.59% | +3.76% | -4.81% | +5.39% | +2.45% | +3.38% | +0.32% | +15.68% | |||||
| 2025 | +4.37% | +0.81% | -2.46% | -3.62% | +2.95% | +3.68% | +0.17% | +3.49% | +2.30% | -0.39% | +2.54% | +0.78% | +15.26% |
| 2024 | +0.87% | +3.34% | +5.16% | -3.91% | +3% | +0.15% | +4.74% | +2.88% | +1.53% | -1.38% | +5.64% | -6.37% | +15.95% |
| 2023 | +2.79% | -3.24% | -0.46% | +1.77% | -4.12% | +6.14% | +3.46% | -2.38% | -3.27% | -2.64% | +6.68% | +5.08% | +9.32% |
| 2022 | -1.07% | -1.16% | +3.29% | -4.79% | +2.41% | -7.89% | +5.06% | -2.68% | -7.80% | +11.74% | +5.99% | -3.30% | -2.07% |
| 2021 | -0.79% | +5% | +6.66% | +3.44% | +2.92% | -1.25% | +1.01% | +2.09% | -3.94% | +5.44% | -3.04% | +6.95% | +26.51% |
| 2020 | -2.50% | -9.71% | -14.87% | +10.67% | +2.88% | -1.02% | +3.73% | +4.18% | -2.22% | -1.82% | +12.76% | +3.51% | +2.26% |
| 2019 | +6.95% | +2.86% | +0.56% | +3.36% | -6.33% | +7.11% | +0.83% | -2.97% | +3.46% | +1.90% | +3.44% | +2.64% | +25.65% |
| 2018 | +4.71% | -4.44% | -2.45% | +0.42% | +0.61% | +0.20% | +4.65% | +1.89% | +0.62% | -4.98% | +3.27% | -9.12% | -5.44% |
| 2017 | +0.49% | +3.58% | -0.92% | -0.03% | +0.06% | +1.80% | +1.54% | -0.47% | +2.98% | +1.83% | +3.52% | +1.65% | +17.14% |
Drawdown analysis of VTV (VANGUARD VALUE INDEX FUND ETF SHARES)
The maximum drawdown for the VTV was -59.26%, occurring on Mar 5, 2009. Recovery took 985 trading sessions.
The current VTV drawdown is -0.43%.
Since Jan 30, 2004 VTV has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.26% | Jul 13, 2007 | 414 | Mar 5, 2009 | 985 | Feb 1, 2013 | 1399 |
| -36.78% | Feb 12, 2020 | 27 | Mar 23, 2020 | 179 | Dec 4, 2020 | 206 |
| -17.34% | Sep 21, 2018 | 64 | Dec 24, 2018 | 86 | Apr 30, 2019 | 150 |
| -17.03% | Apr 20, 2022 | 113 | Sep 30, 2022 | 200 | Jul 20, 2023 | 313 |
| -14.52% | Nov 29, 2024 | 87 | Apr 8, 2025 | 59 | Jul 3, 2025 | 146 |
| -13.30% | May 21, 2015 | 183 | Feb 11, 2016 | 46 | Apr 19, 2016 | 229 |
| -10.77% | Jan 26, 2018 | 39 | Mar 23, 2018 | 123 | Sep 18, 2018 | 162 |
| -9.86% | Jul 24, 2023 | 68 | Oct 27, 2023 | 32 | Dec 13, 2023 | 100 |
| -7.63% | Sep 19, 2014 | 19 | Oct 16, 2014 | 14 | Nov 5, 2014 | 33 |
| -7.30% | Mar 5, 2004 | 45 | May 10, 2004 | 82 | Sep 7, 2004 | 127 |
| -6.90% | May 5, 2006 | 26 | Jun 13, 2006 | 45 | Aug 16, 2006 | 71 |
| -6.59% | Mar 7, 2005 | 31 | Apr 20, 2005 | 41 | Jun 17, 2005 | 72 |
| -6.57% | Jan 12, 2022 | 29 | Feb 24, 2022 | 23 | Mar 29, 2022 | 52 |
| -6.50% | Jul 26, 2019 | 20 | Aug 23, 2019 | 41 | Oct 22, 2019 | 61 |
| -6.35% | Feb 27, 2026 | 21 | Mar 30, 2026 | 22 | Apr 30, 2026 | 43 |
| -6.33% | Apr 30, 2019 | 22 | May 31, 2019 | 14 | Jun 20, 2019 | 36 |
| -6.28% | Sep 16, 2005 | 24 | Oct 20, 2005 | 22 | Nov 21, 2005 | 46 |
| -5.93% | Jan 15, 2014 | 12 | Feb 3, 2014 | 18 | Feb 28, 2014 | 30 |
| -5.71% | Feb 20, 2007 | 9 | Mar 5, 2007 | 28 | Apr 13, 2007 | 37 |
| -5.51% | Jun 23, 2016 | 2 | Jun 27, 2016 | 8 | Jul 8, 2016 | 10 |
| -5.48% | Dec 29, 2014 | 22 | Jan 30, 2015 | 16 | Feb 24, 2015 | 38 |
| -5.39% | Nov 15, 2021 | 11 | Dec 1, 2021 | 11 | Dec 16, 2021 | 22 |
| -5.09% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -4.97% | Aug 2, 2013 | 17 | Aug 27, 2013 | 15 | Sep 18, 2013 | 32 |
| -4.92% | Dec 5, 2014 | 7 | Dec 16, 2014 | 4 | Dec 22, 2014 | 11 |