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VBR
$236.48-0.32%
as of close, Oct 16, 2026
☾ AH $236.48 -0.32%
Vanguard Small-Cap Value ETFETF · Broad Market
PeersSPYQQQNVDAAAPLMSFTAMZN

VBR return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates10 years
Key datesStart at a well-known dateRecentMarket topsMarket bottomsEvents
Bought at that day's close
Key datesEnd at a well-known dateMarket topsMarket bottomsEvents
Latest close, Oct 16, 2026

Or drag the slider to set start and end dates

2004 to today, log scale
2008 crisisCovid
2005Oct 2016Today
Options

Result#

$1,000Oct 17, 2016$2,689Oct 16, 20262.7× 

$1,000 invested in VBR on October 17, 2016 was worth $2,689 on October 16, 2026, with dividends reinvested.

That’s 10.4% a year compounded (CAGR) over 10 years: 2.7 times your money.

Over the same dates the same $1,000 would be worth $4,208 in the S&P 500 and $6,511 in the Nasdaq-100: VBR trailed both the S&P 500 and the Nasdaq-100.

Price only$2,189if dividends were spent
Biggest fall−45.3%Jan 16 to Mar 23, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$1,689on $1,000 put in

How this period ranks#

Better than 67% of all 154 periods of 10 years since 2004.

Your dates
−40%0%80%
Worst: 5.9% a year, Jan 2006 to Jan 2016Best: 17.6% a year, Feb 2009 to Feb 2019
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in VBR, October 17, 2016 to October 16, 2026#

Your $1,000$Your buySame plan in the S&P 500A low
Lowest value$753 · Mar 2020$
$0$1,000$2,000$4,000$2,689
20182020202220242026

How far VBR was below its previous high. The biggest fall: −45.3% from Jan 16, 2020 to Mar 23, 2020, back to the high by Nov 24, 2020.

−45.3% from its high
high−45%

Your one buy. $1,000 on October 17, 2016, worth $2,689 on October 16, 2026. Pick Monthly or Yearly to see a plan's buys.

2.7×paid

What $1,000 would be worth on October 16, 2026, by start date#

Each point is the same amount invested that day and held to October 16, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$2,000$5,000$10k
20052010201520202025

$1,000 invested in VBR, by year#

Started on each year's first close and held to Oct 16, 2026, dividends reinvested.

StartedWorth Oct 16, 2026MultipleA year (CAGR)
2017$2,3682.4×9.2%
2018$2,1162.1×8.9%
2019$2,4272.4×12.1%
2020$1,9832.0×10.6%
2021$1,9011.9×11.8%
2022$1,4491.4×8.1%
2023$1,6161.6×13.5%
2024$1,3911.4×12.6%
2025$1,2401.2×12.8%
2026$1,1191.1×—

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. VBR data begins January 30, 2004; values as of October 16, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live VBR chart and fundamentals on the VBR quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in VBR be worth today?
$1,000 invested in VBR on October 17, 2016 would be worth $2,689 on October 16, 2026, with dividends reinvested — 10.4% a year compounded (CAGR).
How far back does the VBR calculator go?
VBR data begins January 30, 2004, with a close every session. Pick any start and end date in that span — 22 years, 9 months of history.
Does this include dividends?
Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.