Seasonal Evaluation for Vanguard Value ETF (VTV)
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% | 70.00% | 70.00% | 80.00% |
| Median Return | 2.73% | 2.35% | 3.43% | 7.43% |
| Average Return | 4.50% | 3.03% | 3.70% | 7.02% |
| Maximum Gain | 12.11% | 17.62% | 17.27% | 14.59% |
| Gain Year | 2013 | 2009 | 2009 | 2020 |
| Maximum Loss | -25.07% | -10.97% | -15.41% | -20.62% |
| Loss Year | 2020 | 2010 | 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% | 70.00% | 70.00% | 75.00% |
| Median Return | 5.13% | 2.95% | 2.73% | 5.17% |
| Average Return | 5.70% | 3.35% | 3.69% | 5.21% |
| Maximum Gain | 14.59% | 17.62% | 17.62% | 17.27% |
| Gain Year | 2020 | 2009 | 2009 | 2009 |
| Maximum Loss | -25.07% | -15.41% | -25.07% | -20.62% |
| Loss Year | 2020 | 2011 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||