Asset Class: US Small Cap Value Equities
Summary
US Small Cap Value Equities are a type of investment that focuses on stocks of small-cap companies in the US that are considered undervalued based on fundamental analysis. These companies typically have lower market capitalization and higher book-to-market ratios compared to large-cap stocks. Investing in US Small Cap Value Equities can provide diversification and potential for higher returns, but also comes with higher risk and volatility. This asset class is often used to enhance the overall risk and return profile of a diversified investment portfolio.
Asset Allocation
| Asset Class | Symbol | Weight % |
|---|---|---|
| US Small Cap Value Equities | VBR | 100.0 |
Total Return by Period
No Taxes, No Rebalancing., Last Update: Mar 11, 2025
| 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|
| -0.74% | -2.02% | -8.57% | -11.50% | 2.50% | 17.08% | 128.21% | 112.97% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 12.38% | 16.00% | -9.37% | 28.03% | 5.89% | 22.75% | -12.27% | 11.80% | 24.88% | -4.73% |
Total Return Over Time
No Taxes, No Rebalancing.
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