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VBR Vanguard Small-cap Value ETF

Over the last 15 years (2011-082026-09), $10,000 invested in VBR with dividends reinvested grew to $50,68811.30% a year — with a worst peak-to-trough fall of -35.28%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-082026-09 · dividends reinvested

CAGR (annualized return)
11.30%
Volatility (annualized)
18.18%
Worst drawdown
-35.28%
Sharpe ratio
0.59

About VBR

Vanguard Small-Cap Value ETF is an exchange-traded fund that seeks to track the performance of the CRSP U.S. Small Cap Value Index, providing exposure to a diversified group of small U.S. companies with value characteristics. The fund uses a passive indexing approach and holds stocks across a broad range of sectors, with portfolio construction designed to reflect the underlying index closely. It is commonly used by investors seeking targeted exposure to the small-cap value segment of the U.S. equity market through a single fund structure. Managed by Vanguard, the ETF is part of a family of products focused on low-cost, broad market access and systematic index tracking. Its role in the market is to offer efficient representation of a distinct equity style category that blends smaller company size with value-oriented stock selection.

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Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.