VBR
Vanguard Morningstar Small-Cap Value ETF
ETF
$233.98+1.50 (+0.65%)Close Oct 2, 2026
Jan 30, 2004 – Oct 2, 2026, Dividends reinvested
- Final balance
- $76,363
- CAGR
- +9.38%
- Max drawdown
- −62.01%
- Sharpe ratio
- 0.51
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.28%
- 3M
- −3.38%
- 6M
- +8.00%
- YTD
- +12.10%
- 1Y
- +13.60%
- 3Y
- +16.63%
- 5Y
- +8.57%
- 10Y
- +10.02%
- 15Y
- +12.45%
- 20Y
- +8.84%
- Since 2004
- +9.38%
Metrics
Since 2004| Volatility | 22.68% |
|---|---|
| Sortino ratio | 0.72 |
| Calmar ratio | 0.15 |
| Best year, 2013 | +36.56% |
| Worst year, 2008 | −32.20% |
| Positive years | 15 of 21 |
| Longest drawdown | 3.7 years |
Worst drawdowns
Since 2004| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −62.0% | Jun 2007 | Mar 2009 | Feb 2011 | 3.7 years |
| −45.3% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −27.9% | Apr 2011 | Oct 2011 | Sep 2012 | 1.4 years |
| −24.2% | Nov 2024 | Apr 2025 | Dec 2025 | 1 year |
| −23.5% | Aug 2018 | Dec 2018 | Jan 2020 | 1.4 years |
Annual returns
2004 from Jan 30 · 2026 through Oct 2