Summary
VBK
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 24.26% Volatility 24.34% Sharpe 0.68
Official loaded data — not a live quote.

VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES

Symbol: VBK

Exchange: NYSE

Sector: Technology

Category: Small Growth

Inception date: 26/01/2004

Latest date: 16/07/2026

Current price: $346.16

Expense ratio: 0.05%

Assets under management
$47.0B
-0.39% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-1.63%

Ann. -41.91% (Sharpe / Sortino numerator)

Volatility

29.38%

Sharpe ratio

-1.550

VaR 95%

-2.69%

CVaR 95%: -2.82%
Max drawdown: -9.05%
Sortino ratio: -2.784
Calmar ratio: -4.63

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

5.14%

Ann. 0.40% (Sharpe / Sortino numerator)

Volatility

23.41%

Sharpe ratio

-0.138

VaR 95%

-2.40%

CVaR 95%: -2.67%
Max drawdown: -11.54%
Sortino ratio: -0.220
Calmar ratio: 0.03

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

6.74%

Ann. 4.22% (Sharpe / Sortino numerator)

Volatility

21.91%

Sharpe ratio

0.027

VaR 95%

-2.32%

CVaR 95%: -2.80%
Max drawdown: -11.54%
Sortino ratio: 0.041
Calmar ratio: 0.37

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

24.26%

Ann. 20.08% (Sharpe / Sortino numerator)

Volatility

24.34%

Sharpe ratio

0.676

VaR 95%

-2.25%

CVaR 95%: -3.45%
Max drawdown: -11.54%
Sortino ratio: 0.935
Calmar ratio: 1.74

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

30.55%

Ann. 10.58% (Sharpe / Sortino numerator)

Volatility

22.04%

Sharpe ratio

0.315

VaR 95%

-2.15%

CVaR 95%: -3.15%
Max drawdown: -27.54%
Sortino ratio: 0.447
Calmar ratio: 0.38

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

48.13%

Ann. 13.10% (Sharpe / Sortino numerator)

Volatility

20.87%

Sharpe ratio

0.454

VaR 95%

-2.03%

CVaR 95%: -2.90%
Max drawdown: -27.54%
Sortino ratio: 0.670
Calmar ratio: 0.48

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.095%

Best day

4.372%

31/03/2026
Worst day

-4.034%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $347.52 $349.93 $344.70 $346.16 168,900
15/07/2026 $352.90 $353.72 $347.00 $350.45 143,400
14/07/2026 $352.30 $353.51 $349.91 $350.89 151,200
13/07/2026 $351.94 $352.72 $347.80 $349.18 183,400
10/07/2026 $358.17 $359.50 $351.64 $354.19 196,100
09/07/2026 $354.84 $359.20 $354.48 $357.32 150,100
08/07/2026 $350.85 $353.31 $346.82 $351.83 418,900
07/07/2026 $359.58 $360.51 $351.85 $354.21 184,600
06/07/2026 $359.33 $363.40 $359.33 $360.74 189,000
02/07/2026 $364.02 $366.86 $354.50 $357.87 213,800