Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

VBR Relative to the S&P 500

Seasonal Chart Analysis

Analysis of the Vanguard Small-Cap Value ETF (NYSE:VBR) seasonal charts above shows that a Buy Date of November 7 and a Sell Date of February 20 has resulted in a geometric average return of 1.68% above the benchmark rate of the S&P 500 Total Return Index over the past 17 years. This seasonal timeframe has shown positive results compared to the benchmark in 13 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 17 years by an average of 3.05% per year.

To download VBR seasonal chart data, please log in or Subscribe.

Stocks mentioned in this post: VBR