(VBR) Vanguard Small-Cap - Performance 0.2% in 12m
Compare VBR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
65.68%
#13 in Group
Rel. Strength
44.29%
#4468 in Universe
Total Return 12m
0.16%
#15 in Group
Total Return 5y
99.09%
#15 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: VBR (0.2%) vs SPY (9.4%)
5y Drawdown (Underwater) Chart
Top Performers in Small Value
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| REGL BATS ProShares S&P MidCap 400 |
-1.82% | 6.28% | 80.3% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-3.88% | 3.59% | 101% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-3.91% | 3.44% | 100% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.01% | 0.94% | 117% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-3.91% | 3.45% | 99.9% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-4.67% | -3.59% | 149% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-4.61% | -6.77% | 140% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-2.52% | -1.09% | 120% | - | - | - | - | - |
Performance Comparison: VBR vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for VBR
| Total Return (including Dividends) | VBR | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.06% | -0.87% | -0.87% |
| 3 Months | -12.00% | -8.60% | -8.60% |
| 12 Months | 0.16% | 9.37% | 9.37% |
| 5 Years | 99.09% | 103.96% | 103.96% |
| Trend Score (consistency of price movement) | VBR | SPY | S&P 500 |
| 1 Month | -14.2% | -17.9% | -17.9% |
| 3 Months | -91.6% | -89.7% | -89.7% |
| 12 Months | 31.9% | 57.2% | 57.2% |
| 5 Years | 77.5% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #15 | -2.21% | -2.21% |
| 3 Month | #24 | -3.71% | -3.71% |
| 12 Month | #21 | -8.42% | -8.42% |
| 5 Years | #24 | -2.39% | -2.39% |
FAQs
Does VBR Vanguard Small-Cap outperforms the market?
No,
over the last 12 months VBR made 0.16%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.37%.
Over the last 3 months VBR made -12.00%, while SPY made -8.60%.
Over the last 3 months VBR made -12.00%, while SPY made -8.60%.
Performance Comparison VBR vs Indeces and Sectors
VBR vs. Indices VBR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.24% | -2.19% | -4.97% | -9.21% |
| US NASDAQ 100 | QQQ | -3.12% | -3.80% | -5.19% | -9.67% |
| US Dow Jones Industrial 30 | DIA | 0.54% | 0.10% | -5.13% | -6.35% |
| German DAX 40 | DAX | 1.37% | -2.10% | -23.3% | -22.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.60% | -0.21% | -3.06% | -4.73% |
| Hongkong Hang Seng | HSI | 1.37% | -0.61% | -5.75% | -9.82% |
| India NIFTY 50 | INDA | 5.40% | -6.98% | -6.82% | -2.02% |
| Brasil Bovespa | EWZ | -2.03% | -7.88% | -9.28% | 7.54% |
VBR vs. Sectors VBR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.47% | -1.99% | -13.7% | -20.8% |
| Consumer Discretionary | XLY | -3.59% | -3.38% | -8.19% | -10.6% |
| Consumer Staples | XLP | 6.59% | -3.26% | -10.0% | -8.85% |
| Energy | XLE | 1.41% | 7.17% | -4.06% | 11.3% |
| Financial | XLF | 0.43% | -0.95% | -12.4% | -19.9% |
| Health Care | XLV | 1.40% | 1.04% | -3.45% | -0.13% |
| Industrial | XLI | 0.28% | -2.51% | -5.62% | -6.23% |
| Materials | XLB | 1.86% | -0.38% | 2.23% | 6.69% |
| Real Estate | XLRE | 3.0% | -1.54% | -3.36% | -14.3% |
| Technology | XLK | -4.83% | -3.91% | -0.24% | -4.27% |
| Utilities | XLU | 2.32% | -3.97% | -8.17% | -20.7% |
| Aerospace & Defense | XAR | -1.15% | -8.27% | -16.9% | -24.8% |
| Biotech | XBI | -1.81% | 0.53% | 7.85% | 4.87% |
| Homebuilder | XHB | 0.37% | -0.64% | 10.5% | 9.75% |
| Retail | XRT | 1.30% | -3.25% | -0.23% | 4.82% |