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Vanguard Russell 2000 Value Index I (VRTVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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270.21-0.09 (-0.03%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.68%
5-year average return7.04%
Number of years up8
Number of years down3
Best 1-yr total return (6 May 2024)34.43%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return34.43%
Worst 3-yr total return3.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVRTVXCategory
YTD-3.66%26.79%
1-month-6.37%-1.77%
3-month0.93%4.45%
1-year14.04%71.02%
3-year-0.66%9.35%
5-year6.01%12.17%
10-year6.48%9.95%
Last bull market26.12%28.07%
Last bear market-15.29%-24.24%

Annual total return (%) history

Year
VRTVXCategory
2024
N/AN/A
2023
14.74%N/A
2022
-14.50%N/A
2021
28.20%N/A
2020
4.84%4.02%
2019
22.40%21.43%
2018
-12.83%-15.46%
2017
7.91%8.54%
2016
31.70%25.99%
2015
-7.47%-6.71%
2014
4.21%3.34%
2013
34.43%36.22%
2012
N/A16.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.90%N/AN/AN/A
2023-0.59%3.18%-2.95%15.27%
2022-2.43%-15.29%-4.59%8.42%
202121.16%4.54%-2.99%4.34%
2020-35.62%19.01%2.58%33.39%
201911.92%1.39%-0.59%8.50%
2018-2.62%8.29%1.60%-18.65%
2017-0.10%0.67%5.13%2.06%
20161.69%4.27%8.86%14.09%
20151.98%-1.19%-10.76%2.89%
20141.78%2.38%-8.58%9.40%
201311.59%2.46%7.59%9.27%
20123.19%N/AN/AN/A

Rank in category (by total return)

YTD80
1-month70
3-month67
1-year62
3-year91
5-year80

Load adjusted returns

1-year14.04%
3-year-0.66%
5-year6.01%
10-year6.48%