(VBR) Vanguard Small-Cap - Performance 2.1% in 12m
Compare VBR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.43%
#14 in Group
Rel. Strength
44.92%
#4395 in Universe
Total Return 12m
2.13%
#14 in Group
Total Return 5y
108.02%
#14 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 (2.1%) vs SPY (13%)
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 |
-3.04% | 7.01% | 85.8% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-4.26% | 5.34% | 110% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.85% | 3.69% | 127% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-4.36% | 5.16% | 109% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-4.31% | 5.23% | 109% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-4.72% | -4.06% | 154% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-4.46% | -0.73% | 161% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-3.09% | 1.21% | 131% | - | - | - | - | - |
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 | -3.45% | -0.45% | -0.45% |
| 3 Months | -10.46% | -6.29% | -6.29% |
| 12 Months | 2.13% | 13.04% | 13.04% |
| 5 Years | 108.02% | 111.82% | 111.82% |
| Trend Score (consistency of price movement) | VBR | SPY | S&P 500 |
| 1 Month | 50.9% | 47.5% | 47.5% |
| 3 Months | -89.2% | -87.3% | -87.3% |
| 12 Months | 26.9% | 54.3% | 54.3% |
| 5 Years | 77.5% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #13 | -3.02% | -3.02% |
| 3 Month | #26 | -4.44% | -4.44% |
| 12 Month | #19 | -9.65% | -9.65% |
| 5 Years | #23 | -1.79% | -1.79% |
FAQs
Does VBR Vanguard Small-Cap outperforms the market?
No,
over the last 12 months VBR made 2.13%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.04%.
Over the last 3 months VBR made -10.46%, while SPY made -6.29%.
Over the last 3 months VBR made -10.46%, while SPY made -6.29%.
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 | -1.82% | -3.0% | -6.63% | -10.9% |
| US NASDAQ 100 | QQQ | -2.74% | -5.35% | -7.34% | -12.8% |
| US Dow Jones Industrial 30 | DIA | -1.28% | -0.60% | -5.87% | -7.14% |
| German DAX 40 | DAX | -1.46% | -3.23% | -24.7% | -22.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.83% | -0.24% | -2.93% | -2.84% |
| Hongkong Hang Seng | HSI | -1.42% | -1.93% | -7.16% | -10.8% |
| India NIFTY 50 | INDA | 0.70% | -8.33% | -6.51% | -0.77% |
| Brasil Bovespa | EWZ | -0.19% | -6.28% | -12.3% | 8.87% |
VBR vs. Sectors VBR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.97% | -2.85% | -12.6% | -21.3% |
| Consumer Discretionary | XLY | -1.85% | -2.86% | -7.80% | -12.5% |
| Consumer Staples | XLP | 0.24% | -2.63% | -10.7% | -8.81% |
| Energy | XLE | 2.44% | 10.6% | -1.49% | 11.5% |
| Financial | XLF | -0.71% | -1.44% | -13.6% | -20.5% |
| Health Care | XLV | 0.88% | 1.22% | -1.47% | 3.36% |
| Industrial | XLI | -2.14% | -3.75% | -7.67% | -8.56% |
| Materials | XLB | -0.01% | -0.23% | 1.21% | 6.57% |
| Real Estate | XLRE | -1.71% | -2.35% | -6.79% | -16.2% |
| Technology | XLK | -3.38% | -5.88% | -3.68% | -8.31% |
| Utilities | XLU | -0.54% | -3.55% | -11.1% | -18.7% |
| Aerospace & Defense | XAR | -2.85% | -10.4% | -20.5% | -25.4% |
| Biotech | XBI | -1.66% | -9.0% | 8.68% | 7.52% |
| Homebuilder | XHB | -0.55% | -1.37% | 8.33% | 8.30% |
| Retail | XRT | -0.58% | -2.29% | -0.67% | 3.64% |