Seasonal Evaluation for Vanguard Small-Cap ETF (VB)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 70.00% | 65.00% | 50.00% | 85.00% |
| Median Return | 3.70% | 2.83% | 2.33% | 5.65% |
| Average Return | 6.30% | 5.11% | 7.72% | 6.31% |
| Maximum Gain | 16.13% | 26.51% | 21.42% | 27.16% |
| Gain Year | 2019 | 2020 | 2009 | 2020 |
| Maximum Loss | -30.06% | -16.85% | -21.37% | -27.20% |
| Loss Year | 2020 | 2022 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 77.50% | 57.50% | 67.50% | 67.50% |
| Median Return | 4.74% | 2.83% | 3.64% | 4.77% |
| Average Return | 6.31% | 6.11% | 5.70% | 6.80% |
| Maximum Gain | 27.16% | 26.51% | 26.51% | 27.16% |
| Gain Year | 2020 | 2020 | 2020 | 2020 |
| Maximum Loss | -30.06% | -21.37% | -30.06% | -27.20% |
| Loss Year | 2020 | 2011 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||