In the last 30 Years, the Vanguard Dividend Appreciation (VIG) ETF obtained a 10.54% compound annual return, with a 15.01% standard deviation.
In 2021, the ETF granted a 1.90% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Dividend Appreciation (VIG) ETF: Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Large Cap
- Style: Blend
- Region: North America
- Country: U.S.
The Vanguard Dividend Appreciation (VIG) ETF is part of the following Lazy Portfolios:
Portfolio Name | Author | VIG Weight |
---|---|---|
Late Sixties and Beyond | Burton Malkiel | 16.0% |
Late Thirties to Early Forties | Burton Malkiel | 10.0% |
Mid-Fifties | Burton Malkiel | 12.5% |
Mid-Twenties | Burton Malkiel | 7.0% |
Historical Returns as of Apr 30, 2022
Historical returns and stats of Vanguard Dividend Appreciation (VIG) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Apr 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Apr 2022
|
-5.12
|
-5.43
|
-5.12
Apr 2022 - Apr 2022
|
0 - 1
|
|
3M
|
-4.99
|
-7.20
|
-5.12
Apr 2022 - Apr 2022
|
1 - 2
|
|
6M
|
-5.48
|
-9.43
|
-10.03
Jan 2022 - Apr 2022
|
2 - 4
|
|
YTD
|
-10.03
|
-12.69
|
-10.03
Jan 2022 - Apr 2022
|
1 - 3
|
|
1Y
|
2.37
|
-5.41
|
14.28
|
-10.03
Jan 2022 - Apr 2022
|
6 - 6
50% pos
|
3Y(*)
|
12.61
|
8.07
|
15.89
|
-17.16
Feb 2020 - Mar 2020
|
24 - 12
67% pos
|
5Y(*)
|
13.06
|
9.34
|
14.50
|
-17.16
Feb 2020 - Mar 2020
|
42 - 18
70% pos
|
10Y(*)
|
12.44
|
9.88
|
12.30
|
-17.16
Feb 2020 - Mar 2020
|
83 - 37
69% pos
|
15Y(*)
|
9.19
|
6.76
|
13.62
|
-41.11
Oct 2007 - Feb 2009
|
119 - 61
66% pos
|
20Y(*)
|
9.02
|
6.46
|
14.28
|
-41.11
Oct 2007 - Feb 2009
|
158 - 82
66% pos
|
25Y(*)
|
9.53
|
6.97
|
15.93
|
-41.11
Oct 2007 - Feb 2009
|
196 - 104
65% pos
|
30Y(*)
|
10.54
|
7.89
|
15.01
|
-41.11
Oct 2007 - Feb 2009
|
240 - 120
67% pos
|
MAX(*)
01 Jan 1972
|
10.84
|
6.63
|
15.64
|
-45.86
Jan 1973 - Sep 1974
|
380 - 224
63% pos
|
US Inflation is updated to Apr 2022. Current inflation (annualized) is 1Y: 8.22% , 5Y: 3.40% , 10Y: 2.33% , 30Y: 2.46%
ETF Returns, up to December 2006, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
Capital Growth as of Apr 30, 2022
Capital growth, returns, stats are calculated assuming a reinvestment of dividends.
If you are interested in getting periodic income, please refer to the Vanguard Dividend Appreciation (VIG) ETF: Dividend Yield page.
The Inflation Adjusted Capital now would be 9766.09$, with a net total return of 876.61% (7.89% annualized).
The Inflation Adjusted Capital now would be 25306.24$, with a net total return of 2430.62% (6.63% annualized).
Drawdowns
Worst drawdowns since May 1992.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-41.11% | Oct 2007 | Feb 2009 | 17 | Feb 2011 | 24 | 41 |
-36.01% | Jan 1999 | Feb 2000 | 14 | Jun 2001 | 16 | 30 |
-24.87% | May 2002 | Nov 2002 | 7 | Jun 2003 | 7 | 14 |
-17.57% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 |
-17.16% | Feb 2020 | Mar 2020 | 2 | Aug 2020 | 5 | 7 |
-16.89% | Sep 2001 | Sep 2001 | 1 | Mar 2002 | 6 | 7 |
-15.33% | Aug 2003 | Sep 2003 | 2 | Dec 2004 | 15 | 17 |
-14.18% | May 2011 | Sep 2011 | 5 | Feb 2012 | 5 | 10 |
-11.00% | Oct 2018 | Dec 2018 | 3 | Mar 2019 | 3 | 6 |
-10.03% | Jan 2022 | Apr 2022 | 4 | in progress | 4 | |
-9.41% | Mar 2015 | Sep 2015 | 7 | Mar 2016 | 6 | 13 |
-7.43% | Feb 1994 | Jun 1994 | 5 | Feb 1995 | 8 | 13 |
-6.68% | Sep 2005 | Dec 2005 | 4 | Feb 2006 | 2 | 6 |
-6.20% | Feb 2018 | Apr 2018 | 3 | Jul 2018 | 3 | 6 |
-6.17% | Jun 1996 | Jul 1996 | 2 | Sep 1996 | 2 | 4 |
-5.93% | Feb 2005 | Mar 2005 | 2 | May 2005 | 2 | 4 |
-5.01% | Jan 2014 | Jan 2014 | 1 | Mar 2014 | 2 | 3 |
-4.99% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
-4.70% | Apr 2012 | May 2012 | 2 | Aug 2012 | 3 | 5 |
-4.63% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
Worst drawdowns since January 1972.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-45.86% | Jan 1973 | Sep 1974 | 21 | Dec 1976 | 27 | 48 |
-41.11% | Oct 2007 | Feb 2009 | 17 | Feb 2011 | 24 | 41 |
-36.01% | Jan 1999 | Feb 2000 | 14 | Jun 2001 | 16 | 30 |
-29.34% | Sep 1987 | Nov 1987 | 3 | May 1989 | 18 | 21 |
-24.87% | May 2002 | Nov 2002 | 7 | Jun 2003 | 7 | 14 |
-17.85% | Dec 1980 | Jul 1982 | 20 | Oct 1982 | 3 | 23 |
-17.57% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 |
-17.16% | Feb 2020 | Mar 2020 | 2 | Aug 2020 | 5 | 7 |
-16.89% | Sep 2001 | Sep 2001 | 1 | Mar 2002 | 6 | 7 |
-16.20% | Jun 1990 | Oct 1990 | 5 | Feb 1991 | 4 | 9 |
-15.33% | Aug 2003 | Sep 2003 | 2 | Dec 2004 | 15 | 17 |
-14.18% | May 2011 | Sep 2011 | 5 | Feb 2012 | 5 | 10 |
-11.98% | Mar 1980 | Mar 1980 | 1 | Jun 1980 | 3 | 4 |
-11.64% | Sep 1978 | Oct 1978 | 2 | Mar 1979 | 5 | 7 |
-11.00% | Oct 2018 | Dec 2018 | 3 | Mar 2019 | 3 | 6 |
-10.97% | Jul 1983 | May 1984 | 11 | Jan 1985 | 8 | 19 |
-10.03% | Jan 2022 | Apr 2022 | 4 | in progress | 4 | |
-9.64% | Jan 1977 | Feb 1978 | 14 | Apr 1978 | 2 | 16 |
-9.41% | Mar 2015 | Sep 2015 | 7 | Mar 2016 | 6 | 13 |
-7.92% | Sep 1986 | Sep 1986 | 1 | Jan 1987 | 4 | 5 |
Rolling Returns ( more details)
Vanguard Dividend Appreciation (VIG) ETF: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
12.15 |
66.73 Jul 1982 - Jun 1983 |
-41.09 Oct 1973 - Sep 1974 |
20.24% |
2 Years |
11.47 |
34.98 Oct 1974 - Sep 1976 |
-23.84 Oct 1972 - Sep 1974 |
11.53% |
3 Years |
11.46 |
30.70 Apr 1995 - Mar 1998 |
-11.44 Jan 1972 - Dec 1974 |
7.56% |
5 Years |
11.54 |
27.25 Aug 1982 - Jul 1987 |
-2.24 Mar 2004 - Feb 2009 |
1.28% |
7 Years |
11.57 |
21.23 Aug 1982 - Jul 1989 |
-0.12 Mar 2002 - Feb 2009 |
0.19% |
10 Years |
11.59 |
18.27 Sep 1977 - Aug 1987 |
1.09 Mar 1999 - Feb 2009 |
0.00% |
15 Years |
11.47 |
18.21 Aug 1982 - Jul 1997 |
6.16 Jul 1998 - Jun 2013 |
0.00% |
20 Years |
11.49 |
16.91 Apr 1978 - Mar 1998 |
6.92 Jan 1999 - Dec 2018 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the Vanguard Dividend Appreciation (VIG) ETF: Rolling Returns page.
Seasonality
Vanguard Dividend Appreciation (VIG) ETF: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Win % |
1.69 65% |
0.62 61% |
0.92 65% |
1.56 67% |
1.28 72% |
0.81 56% |
0.93 56% |
0.63 62% |
-0.74 46% |
0.78 58% |
1.60 72% |
1.48 76% |
Best Year |
20.7 2001 |
7.3 1998 |
7.0 2009 |
12.8 2003 |
8.8 1990 |
7.0 2003 |
7.8 1997 |
11.9 1982 |
8.3 2010 |
16.9 1974 |
10.6 1980 |
10.6 1991 |
Worst Year |
-7.6 2009 |
-10.5 2009 |
-12.0 1980 |
-12.0 2004 |
-7.2 2010 |
-7.9 2008 |
-10.5 2002 |
-15.7 1998 |
-16.9 2001 |
-22.3 1987 |
-12.1 1973 |
-8.7 2018 |
Monthly/Yearly Returns
Vanguard Dividend Appreciation (VIG) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-10.03 | -12.69 | -5.3 | -2.8 | 3.0 | -5.1 | ||||||||
2021 |
+23.77 | +15.56 | -2.9 | 1.6 | 6.0 | 4.0 | 1.8 | -0.1 | 3.2 | 1.7 | -5.0 | 6.9 | -1.4 | 6.5 |
2020 |
+15.40 | +13.94 | 0.6 | -8.3 | -9.6 | 9.9 | 3.6 | 0.1 | 5.0 | 6.2 | -1.0 | -2.3 | 10.0 | 2.5 |
2019 |
+29.62 | +26.75 | 6.3 | 4.6 | 1.1 | 3.7 | -4.6 | 6.6 | 2.2 | 0.6 | 1.4 | 0.0 | 2.4 | 2.2 |
2018 |
-2.08 | -3.92 | 5.0 | -4.0 | -1.3 | -0.9 | 1.8 | 0.3 | 4.7 | 2.8 | 1.7 | -6.4 | 4.1 | -8.7 |
2017 |
+22.22 | +19.67 | 1.8 | 4.3 | -0.1 | 1.7 | 1.6 | 0.3 | 0.7 | -0.4 | 2.4 | 2.1 | 4.5 | 1.4 |
2016 |
+11.97 | +9.72 | -2.3 | 1.1 | 6.3 | -0.3 | 1.0 | 2.4 | 2.3 | 0.0 | -1.0 | -1.9 | 3.0 | 1.2 |
2015 |
-1.95 | -2.57 | -3.4 | 5.6 | -2.3 | -0.2 | 1.0 | -2.5 | 2.2 | -5.9 | -1.8 | 6.7 | 0.3 | -0.9 |
2014 |
+10.08 | +9.36 | -5.0 | 4.9 | 0.8 | 1.0 | 1.6 | 1.5 | -3.3 | 3.6 | -1.0 | 2.7 | 3.2 | 0.1 |
2013 |
+28.87 | +26.95 | 5.9 | 1.2 | 3.4 | 1.7 | 1.2 | -1.5 | 5.4 | -3.6 | 4.0 | 4.2 | 2.3 | 2.0 |
2012 |
+11.65 | +9.72 | 2.6 | 2.8 | 2.1 | -0.3 | -4.4 | 2.2 | 2.0 | 1.9 | 1.9 | -1.3 | 1.4 | 0.5 |
2011 |
+6.16 | +3.01 | 1.4 | 3.4 | 1.1 | 3.5 | -1.3 | -0.8 | -3.5 | -3.2 | -6.3 | 9.6 | 1.9 | 1.0 |
2010 |
+14.74 | +13.11 | -2.3 | 2.4 | 4.6 | 2.2 | -7.2 | -4.3 | 6.4 | -3.4 | 8.3 | 2.8 | 0.3 | 5.3 |
2009 |
+19.57 | +16.30 | -7.6 | -10.5 | 7.0 | 7.3 | 4.9 | 0.5 | 6.6 | 2.4 | 3.1 | -0.4 | 5.8 | 0.7 |
2008 |
-26.69 | -26.67 | -5.3 | -1.5 | 2.0 | 2.6 | 0.3 | -7.9 | 1.1 | 2.1 | -6.7 | -14.1 | -2.6 | 0.9 |
2007 |
+5.63 | +1.46 | 1.6 | -1.7 | 0.3 | 4.4 | 2.5 | -1.6 | -2.5 | 2.3 | 3.4 | -0.3 | -2.0 | -0.5 |
2006 |
+25.71 | +22.61 | 2.3 | 6.5 | -0.4 | -1.1 | 1.1 | -0.8 | 2.9 | 3.7 | -1.4 | 4.9 | 5.2 | 0.7 |
2005 |
+4.29 | +0.93 | 2.1 | -0.5 | -5.5 | 1.9 | 4.4 | 5.0 | 2.4 | 1.7 | -3.5 | -0.1 | 3.1 | -6.2 |
2004 |
+8.90 | +5.38 | 4.5 | -2.0 | 2.0 | -12.0 | 3.0 | 0.2 | -0.8 | 5.0 | 2.8 | 1.8 | 1.4 | 3.8 |
2003 |
+27.36 | +24.82 | 2.2 | 2.1 | 1.6 | 12.8 | 2.1 | 7.0 | 4.3 | -11.5 | -4.3 | 4.9 | 2.3 | 2.9 |
2002 |
-14.01 | -16.09 | 0.2 | 0.8 | 5.3 | 2.3 | -1.3 | -1.0 | -10.5 | 6.9 | -5.5 | -4.3 | -11.2 | 5.3 |
2001 |
+29.49 | +27.45 | 20.7 | -2.3 | -1.7 | 3.7 | 1.3 | 3.1 | 2.2 | 3.2 | -16.9 | 7.8 | 10.1 | -0.8 |
2000 |
+11.32 | +7.62 | -2.6 | -8.7 | 3.7 | 7.1 | 4.4 | 0.5 | 5.4 | 4.6 | 0.0 | 2.6 | -5.0 | 0.0 |
1999 |
-28.01 | -29.88 | -5.8 | -1.1 | -5.6 | -1.5 | 2.4 | -1.2 | -8.5 | -1.4 | -7.3 | 2.0 | -10.9 | 8.0 |
1998 |
+23.26 | +21.31 | 0.4 | 7.3 | 5.1 | 1.1 | -2.7 | 3.5 | -2.3 | -15.7 | 6.7 | 7.5 | 6.2 | 6.5 |
1997 |
+30.99 | +28.81 | 5.5 | -0.1 | -4.5 | 4.5 | 7.1 | 4.4 | 7.8 | -3.7 | 5.8 | -3.4 | 3.3 | 1.7 |
1996 |
+20.96 | +17.01 | 2.7 | 1.6 | 1.1 | 2.4 | 2.7 | -0.8 | -5.4 | 3.1 | 5.4 | 1.4 | 6.8 | -1.3 |
1995 |
+35.79 | +32.43 | 2.2 | 4.0 | 2.7 | 2.5 | 3.5 | 3.0 | 4.0 | 1.1 | 3.6 | -1.2 | 4.2 | 1.5 |
1994 |
-0.17 | -2.70 | 3.1 | -2.2 | -4.4 | 0.9 | 1.0 | -2.7 | 3.1 | 4.4 | -1.8 | 1.6 | -3.7 | 1.2 |
1993 |
+10.62 | +7.60 | 1.0 | 0.5 | 2.5 | -2.8 | 3.0 | 0.5 | -0.3 | 3.9 | 0.0 | 1.6 | -1.6 | 1.9 |
1992 |
+9.11 | +5.96 | 0.0 | 1.3 | -2.4 | 1.4 | 0.5 | -1.8 | 3.9 | -2.1 | 1.1 | 1.2 | 4.2 | 1.8 |
1991 |
+32.39 | +28.56 | 5.0 | 6.9 | 2.9 | 0.4 | 4.0 | -4.5 | 4.8 | 2.7 | -1.2 | 1.7 | -3.8 | 10.6 |
1990 |
-6.08 | -11.61 | -7.0 | 1.6 | 2.5 | -2.8 | 8.8 | -0.5 | -1.1 | -9.0 | -5.2 | -1.2 | 6.4 | 3.0 |
1989 |
+28.12 | +22.44 | 6.6 | -1.8 | 2.1 | 4.8 | 3.9 | -0.2 | 7.6 | 2.3 | -0.2 | -2.8 | 1.6 | 1.8 |
1988 |
+17.32 | +12.36 | 4.4 | 5.2 | -1.4 | 1.1 | -0.1 | 4.9 | -0.6 | -2.8 | 3.7 | 1.6 | -1.6 | 2.0 |
1987 |
+2.61 | -1.65 | 12.9 | 4.8 | 2.3 | -1.5 | 0.5 | 4.2 | 4.6 | 3.8 | -2.1 | -22.3 | -7.2 | 7.3 |
1986 |
+14.57 | +13.23 | 0.8 | 7.1 | 5.8 | -0.8 | 4.9 | 1.3 | -5.9 | 6.4 | -7.9 | 4.7 | 1.4 | -2.9 |
1985 |
+31.27 | +26.48 | 9.1 | 1.8 | -0.4 | -0.2 | 5.5 | 1.7 | 0.0 | -0.7 | -4.1 | 4.4 | 6.8 | 4.2 |
1984 |
+2.19 | -1.79 | -1.4 | -4.0 | 1.2 | 0.3 | -5.3 | 2.3 | -2.1 | 11.1 | 0.0 | 0.0 | -1.3 | 2.3 |
1983 |
+22.66 | +18.18 | 4.1 | 3.0 | 3.5 | 7.4 | 1.3 | 3.8 | -3.2 | 0.3 | 1.7 | -2.8 | 3.0 | -1.0 |
1982 |
+20.50 | +16.06 | -2.7 | -5.1 | -1.0 | 4.4 | -2.8 | -2.4 | -2.0 | 11.9 | 1.7 | 11.8 | 5.1 | 1.5 |
1981 |
-4.15 | -11.99 | -4.1 | 1.6 | 4.6 | -1.2 | 1.3 | -1.0 | -0.3 | -5.6 | -6.4 | 5.9 | 4.6 | -2.8 |
1980 |
+33.15 | +18.51 | 6.5 | 0.2 | -12.0 | 5.2 | 6.0 | 3.7 | 6.9 | 2.3 | 2.9 | 2.1 | 10.6 | -3.5 |
1979 |
+24.25 | +9.71 | 4.9 | -2.7 | 6.6 | 0.8 | -1.4 | 4.6 | 1.5 | 6.5 | 0.2 | -7.2 | 6.4 | 2.8 |
1978 |
+8.45 | -0.49 | -5.6 | -1.0 | 3.4 | 8.3 | 2.3 | -1.1 | 5.7 | 4.2 | -0.7 | -11.0 | 3.5 | 1.7 |
1977 |
-3.36 | -9.41 | -3.7 | -1.6 | -0.9 | 0.5 | -1.1 | 5.2 | -1.3 | -1.4 | 0.1 | -4.0 | 4.5 | 0.8 |
1976 |
+26.47 | +20.41 | 12.6 | 0.6 | 2.7 | -1.0 | -0.9 | 4.5 | -0.7 | -0.2 | 2.5 | -2.1 | 0.4 | 6.1 |
1975 |
+37.82 | +28.65 | 14.1 | 5.9 | 3.1 | 4.8 | 5.6 | 5.2 | -6.1 | -2.3 | -3.8 | 5.7 | 3.1 | -1.1 |
1974 |
-27.81 | -35.60 | 0.2 | 0.3 | -2.3 | -4.6 | -4.1 | -2.2 | -7.1 | -8.7 | -11.1 | 16.9 | -4.1 | -2.7 |
1973 |
-18.18 | -24.90 | -2.7 | -4.4 | -0.7 | -5.1 | -2.3 | -0.8 | 5.7 | -2.9 | 5.3 | 0.0 | -12.1 | 1.3 |
1972 |
+17.62 | +13.75 | 2.8 | 3.2 | 0.9 | 0.6 | 1.7 | -2.1 | -0.4 | 3.6 | -0.7 | 0.9 | 5.0 | 1.1 |
ETF Returns, up to December 2006, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.