VBR (Vanguard Small-Cap Value ETF)
| name | VBR (Vanguard Small-Cap Value ETF) |
| type | Stock ETF |
| index | CRSP US Small Cap Value Index |
| mkt cap | Small Cap |
| style | Value |
The fund advisor employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Value Index, a broadly diversified index of value stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
| Lifetime Return | Start Date | End Date |
|---|---|---|
| Dates | 1/30/04 | 1/5/26 |
| Close Price | $49.20 | $217.71 |
| Adj. Price | $31.09 | $217.71 |
| # of Years | 21.9 | |
| Lifetime Price Return | 7.00% | |
| Lifetime Total Return | 9.30% | |
| Annual Return | Price Return | Total Return |
|---|---|---|
| Avg Annual Arithmetic Return | 7.40% | 9.60% |
| Geometric CAGR | 6.00% | 8.30% |
| % Positive Years | 71% | 71% |
| Avg Annual Dividend Yield | 2.20% | |
| Rolling Returns | 1-Yr | 3-Yr | 5-Yr | 10-Yr | 15-Yr |
|---|---|---|---|---|---|
| Avg Geometric CAGR-Price | 8.50% | 6.50% | 6.70% | 7.40% | 7.00% |
| Avg Geometric CAGR-Total | 10.80% | 8.80% | 9.00% | 9.80% | 9.30% |
| % Pos. Days-Price Return | 69% | 83% | 84% | 100% | 100% |
| % Pos. Days-Total Return | 73% | 85% | 94% | 100% | 100% |
Last Updated: January 5, 2026