Find A Portfolio/Ticker
Comparison Box
VBK: Vanguard Small-Cap Growth ETF (ETF)
Basic Info 288.28 1.69(0.59%) January 22
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 12/24/2020 |
| 12-Mo. Yield | 0.78% |
| Expenses | 0.09% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/21/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.2 | 7.7 | 41.4 | 20.0 | 22.8 | 14.9 | 11.7 | 11.8 | 35.4 | 32.7 | -5.7 | 21.9 | 10.9 | -2.6 | 4.0 | 38.3 | 17.8 | -1.6 | 30.9 | 42.8 | -40.3 | 9.9 | 12.2 | 8.7 | 10.3 |
| SR | NA | 11.22 | 1.02 | 0.72 | 0.97 | 0.65 | NA | 0.46 | 0.93 | 1.98 | -0.36 | 2.06 | 0.61 | -0.16 | 0.26 | 2.69 | 1.06 | -0.05 | 1.31 | 1.33 | -0.94 | 0.37 | 0.52 | 0.45 | 0.59 |
| DD(%) | NA | 1.8 | 38.7 | 38.7 | 38.7 | 38.7 | NA | 58.7 | 38.7 | 7.9 | 26.0 | 5.2 | 17.1 | 15.8 | 13.2 | 5.4 | 12.9 | 28.9 | 19.3 | 28.3 | 54.3 | 11.9 | 17.0 | 9.7 | 18.2 |
| SD(%) | NA | 22.4 | 37.7 | 26.1 | 22.0 | 21.1 | NA | 23.2 | 37.5 | 15.8 | 19.2 | 10.3 | 17.5 | 16.1 | 15.6 | 14.2 | 16.9 | 31.8 | 23.6 | 32.1 | 43.7 | 18.7 | 17.3 | 14.5 | 17.4 |
| TR | NA | 2.49 | 0.39 | 0.19 | 0.22 | 0.14 | NA | 0.11 | 0.36 | 0.31 | -0.07 | 0.21 | 0.11 | -0.03 | 0.04 | 0.39 | 0.18 | -0.02 | 0.31 | 0.44 | -0.41 | 0.07 | 0.09 | 0.07 | 0.12 |
| Alpha(%) | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta(%) | NA | 1.01 | 0.98 | 0.99 | 0.99 | 0.99 | NA | 0.98 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.98 | 0.98 | 0.98 | 0.99 | 0.98 | 1.0 | 1.01 | 1.01 | 0.94 | 0.82 |
| RS | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 0.98 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 0.98 | 0.99 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 0.99 | 0.98 | 0.98 | 0.93 | 0.78 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- NESGX (Needham Small Cap Growth) 1.19% (100%)
- WMICX (Wasatch Micro Cap) 1.31% (100%)
- CSGYX (Columbia Small Cap Growth I Y) 0.51% (100%)
- NSNRX (Neuberger Berman Small Cap Growth R3) 1.41% (99%)
- APHSX (Artisan Small Cap Institutional) 0.74% (99%)
- WAMCX (Wasatch Ultra Growth) 0.85% (99%)
- LADFX (Lord Abbett Developing Growth F) 1.27% (98%)
- AGOZX (Alger Growth Opportunities Z) 1.10% (97%)
- ASCZX (Alger Small Cap Growth Z) 0.99% (97%)
- LMIYX (Lord Abbett Micro Cap Growth I) 2.21% (96%)
Best ETFs
- JKK (iShares Morningstar Small-Cap Growth) 1.22% (64%)
- VBK (Vanguard Small-Cap Growth ETF) 0.59% (55%)
- VTWG (Vanguard Russell 2000 Growth ETF) 1.20% (49%)
- IWO (iShares Russell 2000 Growth) 1.35% (41%)
- FYC (First Trust Small Cap Gr AlphaDEX® ETF) 1.35% (40%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 1.13% (26%)
- IJT (iShares S&P Small-Cap 600 Growth) 1.10% (22%)
- RZG (Guggenheim S&P SmallCap 600 Pure Gr ETF) 1.23% (10%)
Latest Articles Related to VBK
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments