All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
VBR real return snapshot: after CPI-U inflation, VBR returned +18.56% over the past year and +11.79% YTD, with dividends reinvested. Since Jan. 30, 2004, VBR is up +335.16% in real purchasing-power return, or +6.78%/yr, and is currently at its real total-return high.
Data ending Thu Jul. 2, 2026
| Fri 2004-01-30💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| VBR × |
+11.79%
2026-07-02 |
+18.56%
2026-07-02 |
||||
| Vanguard Small-Cap Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Fri 2004-01-30💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VBR × |
+335.16%
+6.78%/yr |
+6.84%/yr
(R2=0.873) |
||||
| Vanguard Small-Cap Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Fri 2004-01-30💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VBR × |
$10,000.00
2004-01-30 |
$43,515.79
2026-07-02 |
||||
| Vanguard Small-Cap Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | VBR |
|---|---|
| 2026 (YTD) | +11.79% |
| 2025 | +6.24% |
| 2024 | +9.25% |
| 2023 | +12.24% |
| 2022 | −14.88% |
| 2021 | +19.66% |
| 2020 | +4.47% |
| 2019 | +20.04% |
| 2018 | −13.92% |
| 2017 | +9.50% |
| 2016 | +22.35% |
| 2015 | −5.45% |
| 2014 | +9.74% |
| 2013 | +34.54% |
| 2012 | +16.93% |
| 2011 | −6.98% |
| 2010 | +23.27% |
| 2009 | +27.48% |
| 2008 | −32.26% |
| 2007 | −10.58% |
| 2006 | +16.55% |
| 2005 | +2.71% |
| 2004 | +17.22% |
| Fri 2004-01-30💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VBR × | — |
−62.78%
2009-03-09 from 2007-06-04 peak |
||||
| Vanguard Small-Cap Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| VBR × | +18.56% |
+30.37% +14.18%/yr |
+42.11% +12.43%/yr |
+25.20% +4.60%/yr |
+102.96% +7.34%/yr |
|
| Vanguard Small-Cap Value Index Fund ETF Shares Exchange-Traded Fund | ||||||