US Small Cap Value Equities
Performance
| Category | Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|
| Asset Class | US Small Cap Value Equities | 8.60% | -6.80% | -4.09% | -10.34% | -4.37% | 10.09% | 100.79% | 97.59% |
Asset Allocation
| Asset Class | Symbol | Weight % |
|---|---|---|
| US Small Cap Value Equities | VBR | 100.0 |
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.
Total Return Over Time
No Taxes, No Rebalancing.
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