Last Update: 28 February 2023
Implementing the Vanguard LifeStrategy Moderate Growth Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all 6 years rolling periods, you would have obtained a positive returns 100.00% of times
Considering all 3 years rolling periods, you would have obtained a positive returns 93.38% of times
All the returns are calculated over the available historical serie, starting from January 1985 until February 2023.
In order to have complete information about the portfolio, please refer to the Vanguard LifeStrategy Moderate Growth Portfolio: ETF allocation and returns page.
Rolling Returns
Vanguard LifeStrategy Moderate Growth Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
9.07 |
43.03 Sep 1985 - Aug 1986 |
-28.61 Mar 2008 - Feb 2009 |
17.67% |
2 Years |
8.69 |
33.65 May 1985 - Apr 1987 |
-14.29 Mar 2007 - Feb 2009 |
11.03% |
3 Years |
8.35 |
22.74 Mar 1985 - Feb 1988 |
-6.84 Apr 2000 - Mar 2003 |
6.62% |
4 Years |
8.21 |
20.62 Jan 1985 - Dec 1988 |
-2.67 Mar 2005 - Feb 2009 |
1.95% |
5 Years |
8.09 |
20.17 Jan 1985 - Dec 1989 |
-0.49 Mar 2004 - Feb 2009 |
0.25% |
6 Years |
8.04 |
15.85 Mar 1985 - Feb 1991 |
3.64 Aug 1997 - Jul 2003 |
0.00% |
7 Years |
7.98 |
16.31 Jan 1985 - Dec 1991 |
2.06 Mar 2002 - Feb 2009 |
0.00% |
8 Years |
7.95 |
14.58 Jan 1985 - Dec 1992 |
1.30 Mar 2001 - Feb 2009 |
0.00% |
9 Years |
7.93 |
14.70 Jan 1985 - Dec 1993 |
0.61 Mar 2000 - Feb 2009 |
0.00% |
10 Years |
7.90 |
13.21 Jan 1985 - Dec 1994 |
2.00 Mar 1999 - Feb 2009 |
0.00% |
11 Years |
7.86 |
13.94 Jan 1985 - Dec 1995 |
2.62 Mar 1998 - Feb 2009 |
0.00% |
12 Years |
7.80 |
13.63 Jan 1985 - Dec 1996 |
3.84 Mar 1997 - Feb 2009 |
0.00% |
13 Years |
7.73 |
13.62 Apr 1985 - Mar 1998 |
4.32 Mar 1996 - Feb 2009 |
0.00% |
14 Years |
7.63 |
13.79 Jan 1985 - Dec 1998 |
5.26 Oct 1997 - Sep 2011 |
0.00% |
15 Years |
7.53 |
13.91 Jan 1985 - Dec 1999 |
4.76 Oct 2007 - Sep 2022 |
0.00% |
20 Years |
7.53 |
11.07 Jan 1985 - Dec 2004 |
5.02 Apr 2000 - Mar 2020 |
0.00% |
30 Years |
7.92 |
9.62 Jan 1985 - Dec 2014 |
6.94 Oct 1992 - Sep 2022 |
0.00% |
Annualized Rolling Returns - 1 Year (12 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.07% |
+43.03% Sep 1985 - Aug 1986 |
-28.61% Mar 2008 - Feb 2009 |
17.67% 79 out of 447 |
Annualized Rolling Returns - 2 Years (24 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.69% |
+33.65% May 1985 - Apr 1987 |
-14.29% Mar 2007 - Feb 2009 |
11.03% 48 out of 435 |
Annualized Rolling Returns - 3 Years (36 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.35% |
+22.74% Mar 1985 - Feb 1988 |
-6.84% Apr 2000 - Mar 2003 |
6.62% 28 out of 423 |
Annualized Rolling Returns - 4 Years (48 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.21% |
+20.62% Jan 1985 - Dec 1988 |
-2.67% Mar 2005 - Feb 2009 |
1.95% 8 out of 411 |
Annualized Rolling Returns - 5 Years (60 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.09% |
+20.17% Jan 1985 - Dec 1989 |
-0.49% Mar 2004 - Feb 2009 |
0.25% 1 out of 399 |
Annualized Rolling Returns - 6 Years (72 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.04% |
+15.85% Mar 1985 - Feb 1991 |
+3.64% Aug 1997 - Jul 2003 |
0.00% 0 out of 387 |
Annualized Rolling Returns - 7 Years (84 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.98% |
+16.31% Jan 1985 - Dec 1991 |
+2.06% Mar 2002 - Feb 2009 |
0.00% 0 out of 375 |
Annualized Rolling Returns - 8 Years (96 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.95% |
+14.58% Jan 1985 - Dec 1992 |
+1.30% Mar 2001 - Feb 2009 |
0.00% 0 out of 363 |
Annualized Rolling Returns - 9 Years (108 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.93% |
+14.70% Jan 1985 - Dec 1993 |
+0.61% Mar 2000 - Feb 2009 |
0.00% 0 out of 351 |
Annualized Rolling Returns - 10 Years (120 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.90% |
+13.21% Jan 1985 - Dec 1994 |
+2.00% Mar 1999 - Feb 2009 |
0.00% 0 out of 339 |
Annualized Rolling Returns - 11 Years (132 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.86% |
+13.94% Jan 1985 - Dec 1995 |
+2.62% Mar 1998 - Feb 2009 |
0.00% 0 out of 327 |
Annualized Rolling Returns - 12 Years (144 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.80% |
+13.63% Jan 1985 - Dec 1996 |
+3.84% Mar 1997 - Feb 2009 |
0.00% 0 out of 315 |
Annualized Rolling Returns - 13 Years (156 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.73% |
+13.62% Apr 1985 - Mar 1998 |
+4.32% Mar 1996 - Feb 2009 |
0.00% 0 out of 303 |
Annualized Rolling Returns - 14 Years (168 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.63% |
+13.79% Jan 1985 - Dec 1998 |
+5.26% Oct 1997 - Sep 2011 |
0.00% 0 out of 291 |
Annualized Rolling Returns - 15 Years (180 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.53% |
+13.91% Jan 1985 - Dec 1999 |
+4.76% Oct 2007 - Sep 2022 |
0.00% 0 out of 279 |
Annualized Rolling Returns - 20 Years (240 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.53% |
+11.07% Jan 1985 - Dec 2004 |
+5.02% Apr 2000 - Mar 2020 |
0.00% 0 out of 219 |
Annualized Rolling Returns - 30 Years (360 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.92% |
+9.62% Jan 1985 - Dec 2014 |
+6.94% Oct 1992 - Sep 2022 |
0.00% 0 out of 99 |
In order to have complete information about the portfolio, please refer to the Vanguard LifeStrategy Moderate Growth Portfolio: ETF allocation and returns page.