Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VBR (Vanguard Small Cap Value ETF) | -0.96% | 9.78% | 11.48% | 15.07% | 8.35% | 11.24% | 8.42% | 9.06% |
Data as of 06/30/2025, AR inception is 01/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBR (Vanguard Small Cap Value ETF) | 01/30/2004 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.13 | 9.78 | 11.48 | 15.07 | 8.35 | 11.24 | 8.42 | 9.06 | -0.96 | 12.40 | 16.00 | -9.38 | 28.08 | 5.90 | 22.78 | -12.28 | 11.81 | 24.89 | -4.75 | 10.57 | 36.56 | 18.96 | -4.22 | 25.11 | 30.94 | -32.20 | -6.93 | 19.47 | 6.24 | 20.46 |
| Sharpe Ratio | NA | 0.29 | 0.36 | 0.68 | 0.31 | NA | NA | 0.33 | -0.17 | 0.54 | 0.67 | -0.44 | 1.43 | 0.13 | 1.47 | -0.88 | 1.06 | 1.49 | -0.32 | 0.80 | 2.77 | 1.25 | -0.14 | 1.06 | 0.81 | -0.72 | -0.51 | 1.15 | 0.29 | 1.47 |
| Standard Deviation(%) | NA | 21.75 | 20.02 | 20.96 | 22.01 | NA | NA | 23.16 | 25.14 | 16.38 | 18.64 | 24.74 | 19.64 | 43.99 | 14.47 | 15.61 | 10.57 | 16.56 | 15.07 | 13.13 | 13.17 | 15.25 | 30.33 | 23.68 | 37.96 | 45.70 | 19.71 | 14.01 | 13.93 | 14.54 |
| Draw Down(%) | NA | 24.19 | 24.19 | 24.19 | 45.28 | NA | NA | 62.01 | 21.14 | 9.12 | 14.96 | 20.40 | 9.67 | 45.28 | 9.79 | 23.50 | 5.49 | 11.92 | 13.46 | 11.04 | 6.25 | 11.39 | 27.93 | 20.76 | 36.80 | 49.44 | 17.11 | 10.01 | 9.39 | 10.81 |
| Yield(%) | 0.00 | 1.77 | 2.42 | 3.15 | 2.75 | 4.69 | 3.75 | 4.40 | 0.63 | 2.18 | 2.41 | 1.79 | 2.24 | 1.75 | 2.47 | 2.00 | 1.95 | 2.20 | 1.86 | 1.94 | 2.43 | 2.99 | 2.03 | 2.34 | 2.51 | 2.06 | 2.19 | 2.21 | 2.20 | 1.96 |
Data as of 06/30/2025, AR inception is 01/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBR (Vanguard Small Cap Value ETF) |
-19.14%
Feb 2006 - Feb 2009 |
-6.71%
Feb 2004 - Feb 2009 |
5.90%
Jan 2006 - Jan 2016 |
5.33%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBR (Vanguard Small Cap Value ETF) |
31.71%
Feb 2009 - Feb 2012 |
28.13%
Feb 2009 - Feb 2014 |
17.57%
Feb 2009 - Feb 2019 |
14.63%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart