Vanguard Russell 2000 Value Index I (VRTVX)

239.40 -4.82 (-1.97%) USD  |  Jun 28 2022

VRTVX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 28, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Vanguard Russell 2000 Value Index I
17.84%
34.43%
4.21%
-7.47%
31.70%
7.91%
-12.83%
22.40%
4.84%
28.20%
-15.93%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-19.22%
Fidelity® Small Cap Value Index
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4.48%
28.14%
-15.88%
Putnam Small Cap Value Y
17.22%
38.32%
3.68%
-3.63%
26.91%
8.11%
-19.53%
24.18%
3.79%
39.91%
-14.15%
Hotchkis & Wiley Sm Cp Divers Val I
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-9.03%
34.02%
13.75%
-14.33%
21.66%
1.25%
35.28%
-11.52%
Foundry Partners Fdmtl Sm Cp Val Instl
15.59%
38.58%
4.74%
-4.67%
29.28%
7.82%
-16.78%
22.88%
-1.73%
31.55%
-12.76%
As of June 28, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Vanguard Russell 2000 Value Index I
-9.30%
-14.47%
-15.90%
-15.34%
6.82%
5.21%
9.54%
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9.34%
S&P 500 Total Return
-7.98%
-16.14%
-19.55%
-9.63%
10.94%
11.36%
13.34%
8.60%
9.13%
9.85%
Fidelity® Small Cap Value Index
-9.31%
-14.46%
-15.85%
-15.32%
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7.06%
Putnam Small Cap Value Y
-10.38%
-15.45%
-13.90%
-11.16%
10.11%
5.76%
10.06%
5.13%
7.61%
9.13%
Hotchkis & Wiley Sm Cp Divers Val I
-8.93%
-11.84%
-11.45%
-7.46%
9.32%
6.82%
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7.62%
Foundry Partners Fdmtl Sm Cp Val Instl
-9.23%
-11.94%
-12.76%
-7.58%
6.76%
4.03%
9.45%
6.18%
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8.95%
As of June 28, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022