Data Source: from January 1972 to April 2022
Consolidated Returns as of 30 Apr 2022
Live Update: May 27 2022
Category: Stocks
ETF: Vanguard Dividend Appreciation (VIG)
ETF • LIVE PERFORMANCE (USD currency)
1.88%
1 Day
May 27 2022
0.61%
Current Month
May 2022

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.

VANGUARD DIVIDEND APPRECIATION (VIG) ETF
Consolidated returns as of 30 Apr 2022
Data Source: from January 1972 to April 2022
Swipe left to see all data
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
(*) Returns over 1 year are annualized

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.

An investment of 1000$, since May 1992, now would be worth 20223.16$, with a total return of 1922.32% (10.54% annualized).

The Inflation Adjusted Capital now would be 9766.09$, with a net total return of 876.61% (7.89% annualized).
An investment of 1000$, since January 1972, now would be worth 177736.62$, with a total return of 17673.66% (10.84% 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.

Swipe left to see all data
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.

Swipe left to see all data
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

Swipe left to see all data
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%
(*) Annualized rolling and average returns over full calendar month periods

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?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
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
Statistics calculated for the period Jan 1972 - Apr 2022

Monthly/Yearly Returns

Vanguard Dividend Appreciation (VIG) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
380 Positive Months (63%) - 224 Negative Months (37%)
Jan 1972 - Apr 2022
Swipe left to see all data
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.

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