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

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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 and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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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
1 Year Annualized Rolling Returns over time
1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

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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
2 Years Annualized Rolling Returns over time
2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

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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
3 Years Annualized Rolling Returns over time
3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

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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
4 Years Annualized Rolling Returns over time
4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

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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
5 Years Annualized Rolling Returns over time
5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

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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
6 Years Annualized Rolling Returns over time
6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

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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
7 Years Annualized Rolling Returns over time
7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

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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
8 Years Annualized Rolling Returns over time
8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

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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
9 Years Annualized Rolling Returns over time
9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

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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
10 Years Annualized Rolling Returns over time
10 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 11 Years (132 months)

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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
11 Years Annualized Rolling Returns over time
11 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 12 Years (144 months)

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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
12 Years Annualized Rolling Returns over time
12 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 13 Years (156 months)

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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
13 Years Annualized Rolling Returns over time
13 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 14 Years (168 months)

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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
14 Years Annualized Rolling Returns over time
14 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 15 Years (180 months)

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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
15 Years Annualized Rolling Returns over time
15 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 20 Years (240 months)

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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
20 Years Annualized Rolling Returns over time
20 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 30 Years (360 months)

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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
30 Years Annualized Rolling Returns over time
30 Years Annualized Rolling Returns Histogram

In order to have complete information about the portfolio, please refer to the Vanguard LifeStrategy Moderate Growth Portfolio: ETF allocation and returns page.

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