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