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VBR: Vanguard Small-Cap Value ETF (ETF)
Basic Info 151.88 1.66(1.11%) March 24
| Asset Class: | SMALL VALUE |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 03/23/2023 |
| 12-Mo. Yield | 1.60% |
| Expenses | 0.09% |
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Performance Analytics (As of 03/24/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.0 | -3.8 | -10.3 | 26.0 | 6.5 | 8.9 | 8.7 | 8.5 | -7.5 | 29.4 | 5.9 | 22.8 | -12.3 | 11.8 | 24.9 | -4.8 | 10.6 | 36.5 | 19.0 | -4.2 | 25.1 | 30.9 | -32.2 | -6.9 | 19.5 | 6.1 | 20.5 |
| SR | NA | -0.99 | -0.53 | 0.95 | 0.21 | 0.39 | NA | 0.32 | -0.36 | 1.49 | 0.13 | 1.48 | -0.87 | 1.06 | 1.49 | -0.32 | 0.8 | 2.77 | 1.25 | -0.14 | 1.06 | 0.81 | -0.72 | -0.51 | 1.16 | 0.28 | 1.48 |
| DD(%) | NA | 15.0 | 19.1 | 19.6 | 45.3 | 45.3 | NA | 62.0 | 19.3 | 9.7 | 45.3 | 9.8 | 23.5 | 5.5 | 11.9 | 13.5 | 11.0 | 6.3 | 11.4 | 27.9 | 20.8 | 36.8 | 49.4 | 17.1 | 10.0 | 9.4 | 10.8 |
| SD(%) | NA | 21.9 | 24.6 | 26.3 | 26.2 | 21.0 | NA | 23.6 | 24.7 | 19.7 | 44.0 | 14.5 | 15.6 | 10.6 | 16.6 | 15.1 | 13.1 | 13.2 | 15.3 | 30.3 | 23.7 | 38.0 | 45.7 | 19.7 | 14.0 | 13.9 | 14.5 |
| TR | NA | -0.22 | -0.13 | 0.25 | 0.05 | 0.08 | NA | 0.08 | -0.09 | 0.3 | 0.06 | 0.21 | -0.14 | 0.11 | 0.25 | -0.05 | 0.11 | 0.37 | 0.2 | -0.04 | 0.25 | 0.32 | -0.34 | -0.1 | 0.16 | 0.04 | 0.23 |
| Alpha(%) | NA | 0.0 | 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 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta(%) | NA | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | NA | 0.98 | 1.0 | 0.98 | 0.99 | 1.0 | 1.0 | 0.99 | 1.0 | 0.99 | 0.96 | 0.99 | 0.98 | 0.98 | 0.99 | 0.96 | 0.97 | 1.02 | 1.0 | 0.94 | 0.93 |
| RS | NA | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | NA | 0.99 | 1.0 | 0.96 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.97 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.98 | 0.98 | 0.93 | 0.88 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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See SMALL VALUE Asset Class Trend Rankings |
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