All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

VBR: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

VBR real return snapshot: after CPI-U inflation, VBR returned +21.39% over the past year and +7.88% YTD, with dividends reinvested. Since Jan. 30, 2004, VBR is up +319.91% in real purchasing-power return, or +6.63%/yr, and is currently −1.23% below its real total-return high on Feb. 10, 2026.

Fri 2004-01-30💬 to Fri 2026-06-05 YTD
Return
1 Year
Return
VBR
×
+7.88%
2026-06-05
+21.39%
2026-06-05
Vanguard Small-Cap Value Index Fund ETF Shares NYSE Exchange-Traded Fund

Returns

Fri 2004-01-30💬 to Fri 2026-06-05 Overall
Return
Exponential
Trendline
VBR
×
+319.91%
+6.63%/yr
+6.84%/yr
(R2=0.872)
Vanguard Small-Cap Value Index Fund ETF Shares NYSE Exchange-Traded Fund

Growth of $10,000

Fri 2004-01-30💬 to Fri 2026-06-05 Start
Value
End
Value
VBR
×
$10,000.00
2004-01-30
$41,991.23
2026-06-05
Vanguard Small-Cap Value Index Fund ETF Shares NYSE Exchange-Traded Fund

Annual Returns

Year VBR
2026 (YTD) +7.88%
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%

Drawdowns

Fri 2004-01-30💬 to Fri 2026-06-05 Current
Drawdown
Worst
Drawdown
VBR
×
−1.23%
from 2026-02-10 peak
−62.78%
2009-03-09
from 2007-06-04 peak
Vanguard Small-Cap Value Index Fund ETF Shares NYSE Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-06-05 1
Year
2
Years
3
Years
5
Years
10
Years
VBR
×
+21.39% +23.62%
+11.19%/yr
+45.00%
+13.18%/yr
+17.81%
+3.33%/yr
+95.01%
+6.91%/yr
Vanguard Small-Cap Value Index Fund ETF Shares NYSE Exchange-Traded Fund