VB (Vanguard Small-Cap ETF) — over the past 10 years it returned about 10.4% annualized on a total-return basis, yields roughly 1.27%, and had a worst drawdown near -42.0%. Here is the full picture — and you can backtest it yourself for free.
$10,000, 10 years on
A $10,000 investment 10 years ago, dividends reinvested, would be worth about $29,731 today.
Sortino
0.75
Volatility
21.0%
$10k → today
$29,731
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $2.23 | — |
| 2021 | $2.79 | 25.6% |
| 2022 | $2.91 | 4.2% |
| 2023 | $3.32 | 13.9% |
| 2024 | $3.13 | -5.5% |
| 2025 | $3.44 | 9.8% |
Risk & return vs the S&P 500
| Metric | VB | SPY |
|---|---|---|
| CAGR | 10.4% | 14.4% |
| Volatility | 21.0% | 17.6% |
| Sharpe | 0.58 | 0.85 |
| Sortino | 0.75 | 1.04 |
| Max drawdown | -42.0% | -33.7% |
| Dividend yield | 1.27% | 1.00% |