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I started blogging again in July 2023 after some shifting of my job responsibilities, and my children growing up which gave me a lot more discretionary time. I do this for me, but I hope some others find my posts interesting or useful in some way.Review - Vanguard Small-Cap Value Index Fund ETF (VBR)
4/24/2024 by Alan
This is one of my core positions I am dollar cost averaging into for a portfolio target of 10%. It is an Small-Cap Value Index Fund. This ETF is off its recent highs from March 28, 2024 and is down only 0.25% Year-To-Date. Its current 1-year return is up 13.52%.
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This is one of my core positions I am dollar cost averaging into for a portfolio target of 10%. It is an Small-Cap Value Index Fund. This ETF is off its recent highs from March 28, 2024 and is down only 0.25% Year-To-Date. Its current 1-year return is up 13.52%.
5-Year Chart
This fund has been doing well over the last 5 years, with a total growth of 34.19%.
S&P 500 vs VBR
The S&P 500 has been on a rampage the last 5 years compared to almost all Stock Market Indexes.- S&P 500: up 67%
- VBR: up 34%
Post Metadata
- Post Number: 233
- Year: 2024
- Slug: review-vanguard-small-cap-value-index-fund-etf-vbr
- Author: Alan
- Categories: Investing
- Subcategories: VBR
- Tags:
- Keywords: Vanguard, VBR
- Language Code: en
- Status: published
- Show On Homepage: 1
- Date Created: 4/24/2024
- Last Edited: 4/24/2024
- Date To Show: 4/24/2024
- Last Updated: 7/1/2025
- Views: 0
- Likes: 0
- Dislikes: 0
- Comments: 0