Seasonal Evaluation for Vanguard Small Cap Value ETF (VBR)
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% | 60.00% | 60.00% | 80.00% |
| Median Return | 3.44% | 1.95% | 2.64% | 6.77% |
| Average Return | 5.42% | 4.19% | 5.65% | 7.54% |
| Maximum Gain | 16.92% | 24.02% | 23.85% | 29.34% |
| Gain Year | 2021 | 2009 | 2009 | 2020 |
| Maximum Loss | -34.97% | -14.44% | -20.69% | -26.26% |
| 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 | 75.00% | 60.00% | 65.00% | 70.00% |
| Median Return | 4.29% | 2.03% | 2.61% | 4.28% |
| Average Return | 6.47% | 4.86% | 4.81% | 6.66% |
| Maximum Gain | 29.34% | 24.02% | 24.02% | 29.34% |
| Gain Year | 2020 | 2009 | 2009 | 2020 |
| Maximum Loss | -34.97% | -20.69% | -34.97% | -26.26% |
| Loss Year | 2020 | 2011 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||