All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

VBR,IJR,IWM: Total Return Chart (with Dividends Reinvested)

Fri 2004-01-30💬 to Fri 2026-05-29 YTD
Return
1 Year
Return
VBR
×
+11.52%
2026-05-29
+26.16%
2026-05-29
Vanguard Small-Cap Value Index Fund ETF Shares Exchange-Traded Fund
IJR
×
+15.56%
2026-05-29
+32.81%
2026-05-29
iShares Core S&P Small-Cap ETF Exchange-Traded Fund
IWM
×
+18.19%
2026-05-29
+42.42%
2026-05-29
iShares Russell 2000 ETF Exchange-Traded Fund

Returns

Fri 2004-01-30💬 to Fri 2026-05-29 Overall
Return
Exponential
Trendline
VBR
×
+659.64%
+9.51%/yr
+9.31%/yr
(R2=0.928)
Vanguard Small-Cap Value Index Fund ETF Shares Exchange-Traded Fund
IJR
×
+704.46%
+9.79%/yr
+9.90%/yr
(R2=0.935)
iShares Core S&P Small-Cap ETF Exchange-Traded Fund
IWM
×
+573.06%
+8.91%/yr
+8.73%/yr
(R2=0.921)
iShares Russell 2000 ETF Exchange-Traded Fund

Growth of $10,000

Fri 2004-01-30💬 to Fri 2026-05-29 Start
Value
End
Value
VBR
×
$10,000.00
2004-01-30
$75,963.58
2026-05-29
Vanguard Small-Cap Value Index Fund ETF Shares Exchange-Traded Fund
IJR
×
$10,000.00
2004-01-30
$80,446.03
2026-05-29
iShares Core S&P Small-Cap ETF Exchange-Traded Fund
IWM
×
$10,000.00
2004-01-30
$67,306.29
2026-05-29
iShares Russell 2000 ETF Exchange-Traded Fund

Annual Returns

Year VBR IJR IWM
2026 (YTD) +11.52% +15.56% +18.19%
2025 +9.09% +5.89% +12.66%
2024 +12.40% +8.63% +11.38%
2023 +16.00% +16.06% +16.83%
2022 −9.38% −16.20% −20.48%
2021 +28.08% +26.58% +14.54%
2020 +5.90% +11.28% +20.03%
2019 +22.78% +22.82% +25.39%
2018 −12.28% −8.51% −11.12%
2017 +11.81% +13.15% +14.58%
2016 +24.89% +26.59% +21.59%
2015 −4.75% −2.08% −4.48%
2014 +10.57% +5.85% +5.04%
2013 +36.56% +41.33% +38.70%
2012 +18.96% +16.30% +16.70%
2011 −4.22% +0.81% −4.43%
2010 +25.11% +26.61% +26.92%
2009 +30.95% +25.89% +28.49%
2008 −32.20% −31.52% −34.16%
2007 −6.92% −0.48% −1.76%
2006 +19.48% +15.09% +18.27%
2005 +6.24% +7.53% +4.46%
2004 +20.47% +22.41% +18.05%
2003 +38.49% +47.90%
2002 −14.30% −20.37%
2001 +6.43% +1.78%
2000 +14.40% +5.61%

Drawdowns

Fri 2004-01-30💬 to Fri 2026-05-29 Current
Drawdown
Worst
Drawdown
VBR
×
−0.31%
from 2026-05-28 peak
−62.01%
2009-03-09
from 2007-06-04 peak
Vanguard Small-Cap Value Index Fund ETF Shares Exchange-Traded Fund
IJR
×
−0.76%
from 2026-05-28 peak
−58.15%
2009-03-09
from 2007-07-19 peak
iShares Core S&P Small-Cap ETF Exchange-Traded Fund
IWM
×
−0.55%
from 2026-05-28 peak
−59.05%
2009-03-09
from 2007-07-09 peak
iShares Russell 2000 ETF Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-05-29 1
Year
2
Years
3
Years
5
Years
10
Years
VBR
×
+26.16% +33.49%
+15.55%/yr
+62.28%
+17.46%/yr
+48.08%
+8.16%/yr
+174.22%
+10.61%/yr
Vanguard Small-Cap Value Index Fund ETF Shares Exchange-Traded Fund
IJR
×
+32.81% +33.94%
+15.75%/yr
+54.63%
+15.59%/yr
+32.93%
+5.86%/yr
+178.30%
+10.77%/yr
iShares Core S&P Small-Cap ETF Exchange-Traded Fund
IWM
×
+42.42% +46.90%
+21.22%/yr
+70.88%
+19.49%/yr
+36.94%
+6.49%/yr
+188.15%
+11.16%/yr
iShares Russell 2000 ETF Exchange-Traded Fund